Who this is for: The assigned auditor.
Field | Notes |
Audit Title | Required |
Audit Description | Required |
Audit Template | Locked, with the version in use |
Reference | Generated automatically when Enable Autogenerate Reference is on in Audit Settings. When it is off, enter one yourself — the step shows “Autogenerated references are turned off, so this audit needs its own before you can continue.” Editable until the audit is published |
Audit Owner | Required. Accountable for the audit, and resolves any issues raised |
Auditors | Who is conducting it |
Competency at audit start | Read-only. The standards each auditor was verified competent for when the audit started |
Location / Site | Limited to the template’s locations you can access |
Audit Date | Required |
Technical Reviewer | Required only when the template requires technical review. Starts blank, and the audit’s own auditors cannot be chosen |
Closure Verification | All users (default) or Specific users. Choose Specific users to name the only people who may verify and close this audit’s findings |
Information requested from the auditee | Read-only. What the auditee was asked to have ready, as entered when the audit was scheduled. Only shown if something was entered |
Any optional field the template enables also appears here — Business Context, Scope, Objectives, Boundaries, Exclusions, Audit Period, Auditees, Audit Methodology, Risk Rating. If the template makes Objectives, Boundaries or Exclusions required, they show an asterisk — see Recording objectives, boundaries and exclusions for an audit.
Audit Plan (optional). If the template includes it, an Audit Plan section lets you note the sampling approach, logistics and expected outputs, and add a link to your own plan — see Adding an audit plan and sampling approach to an audit.
Opening meeting (optional). At the foot of the step, record the meeting held with the auditee before the audit: Date held, Attendees and Notes. Attendees is free text, so you can include people from outside your company. Select Save. The meeting is printed in the published report under Opening Meeting, and the section is left out if nothing was recorded — see Telling auditees about an audit and recording the opening meeting.
The step shows a red warning until every required field is complete, then a green tick.
If this doesn’t work
The warning stays — scroll for a required field you have missed; the template may have added fields below the standard ones.
You cannot change the template — correct. Start a new audit from the right template if it is wrong.