Who this is for: Needs Schedule Audits.
Start from Create New → Audits → Audit Record, or from ⋮ → Schedule Audit on a template row in My Audit Templates (the template is then chosen for you).
Step 1 — Audit Type. Choose Scheduled Audit to plan it in advance, or Ad Hoc Audit to start it now.
Step 2 — Find Template. Search Audit Templates (the library) or My Audit Templates, filter by regulation, and select a template. If nothing fits, the link at the bottom lets you request one.
Step 3 — Audit Details.
Field | Required | Notes |
Audit Title | Yes | Pre-filled from the template name; editable |
Reference No. | No | Generated automatically if left blank |
Audit Owner | Yes | Defaults to you |
Auditor | Yes | Only people who can conduct audits are listed — see 5.3 |
Location / Site | Yes | Defaults to the template’s location |
Scope / Description | No | Pre-filled from the template description |
Step 4 — Schedule. Set the Scheduled Date and, optionally, the Scheduled Time, then select Confirm & Save. A confirmation screen shows the details before the audit is saved — see 5.4.
One auditor is chosen when you schedule. To add more auditors, use Reassign Audit on the audit afterwards — see 5.7.
If this doesn’t work
Required fields highlighted red — complete them before continuing.
Wrong template — use Change on the Audit Details step, or Back.
No Schedule Audit option anywhere — you do not have Schedule Audits. See 1.6.