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Converting a scheduled audit to 'conduct now'

How to start an audit immediately from the scheduling flow.

Written by Caim Hermoso

Who this is for: Needs Conduct Audits.

If you are on the Confirm Audit Schedule screen and want to run the audit straight away rather than book it:

  1. Select Conduct Audit Today (Revise Details).

  2. An Update to conduct today panel opens. Use Set to Today to change the date, and Assign to Me if you will run it yourself — or choose another auditor.

  3. Select Apply & Start Audit. Use Cancel Revision to go back instead.

  4. Complete the Conflict of Interest Declaration if one is asked for. The audit wizard then opens, with the record In Progress.

If this doesn’t work

  • Apply & Start Audit does nothing — you must be the auditor to start it. Use Assign to Me, or ask the assigned auditor to start it.

  • The option is missing — you do not have Conduct Audits, or ad hoc audits are switched off in Audit Settings.

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