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Reading the schedule confirmation screen

The final checkpoint before an audit record is created.

Written by Caim Hermoso

Who this is for: Anyone scheduling audits.

After Confirm & Save, the Confirm Audit Schedule screen asks you to review the details before saving. It shows:

  • Who the audit is assigned to.

  • Audit Details — the scheduled date, the assigned auditor and the scheduled time.

Three actions:

Action

What it does

Save as Scheduled

Creates the audit as Scheduled. The auditor is notified

Conduct Audit Today (Revise Details)

Lets you change the date to today and the auditor, then start the audit straight away — see 5.5

Back to Edit

Returns to the wizard with everything preserved

Check the date. The screen does not warn you about a date in the past. An audit saved with a past date shows as Overdue straight away.

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