Who this is for: Needs Conduct Audits.
Route | When |
Create New → Audits → Audit Record, then Ad Hoc Audit | Starting an unplanned audit now |
⋮ → Conduct Now on a My Audit Templates row | Starting an audit from a specific template now |
⋮ → Conduct Audit (scheduled) or View Audit (in progress) on an Audit Records row | Opening a scheduled or part-completed audit |
If the audit asks for a Conflict of Interest Declaration, you complete it first — the wizard opens once you have signed. See 6.16.
A Scheduled audit moves to In Progress the moment you start it.
If this doesn’t work
The audit will not open for you — you are not one of its assigned auditors. See 6.15.
Conduct Now is missing on a template — the template is still a Draft, or ad hoc audits are switched off. See 2.11.