Audit365™
Plan, run and report audits: templates, scheduling, conducting audits, findings and corrective actions, publishing reports, settings, and audit basics.
By Caim1 author153 articles
- What is an audit, and why organisations run them
- Internal, external, supplier and site inspection audits
- Nonconformity, observation and opportunity for improvement
- Major vs minor nonconformity
- What "objective evidence" means
- Why root cause analysis matters
- What the Audit Module does
- Finding your way around: Templates, My Templates, Records, Findings, Requests
- Trial vs standard access, and what changes when a trial ends
- Your annual audit allowance and how it is counted
- Checking your usage and reset date
- The four audit roles and what each can do
- How locations control what you can see
- The audit lifecycle end to end
- I can't see Audits in the menu
- About the global audit template library
- Searching and filtering the library by standard
- Previewing a template before you add it
- Adding a library template to My Audit Templates
- Publishing a draft template so it can be used
- Reading the My Audit Templates table
- Using templates across several locations
- Duplicating a template
- Archiving a template
- Template versions, revisions, and editing a published template
- I can't schedule from this template
- What you can build in the Template Builder
- Opening the builder and understanding the two-panel layout
- Saving a draft, exiting safely, and publishing
- ① Template Details — name, standards, audit type, description
- Setting the template's location(s), version and reference code
- Submitting a template to the Sevron global library
- ② Audit Details — the fixed fields
- Turning on optional audit detail fields
- Building the questionnaire: sections, clauses and numbering
- ③ Checklist Columns
- ④ Findings Fields — how findings are raised and what they must include
- Setting evidence requirements per template and per clause
- ⑤ Linked documents and ⑥ Audit Summary
- ⑦ Review & publish options
- Template Builder troubleshooting
- When to request a template instead of building one
- Submitting a template request
- Tracking your request in the My Template Requests tab
- What happens when your request is fulfilled
- Scheduled vs ad hoc audits
- Scheduling an audit: the four-step wizard
- Choosing the location and who can be assigned as auditor
- Reading the schedule confirmation screen
- Converting a scheduled audit to 'conduct now'
- Editing a scheduled audit
- Changing the audit owner or reassigning the auditor
- Subscribing colleagues to an audit
- Deleting a scheduled audit and reclaiming the allowance
- Scheduling problems
- Inside the audit wizard: the steps and progress bar
- Starting or continuing an audit
- Completing Audit Details
- Working through the questionnaire
- Recording responses and marking areas assessed
- Adding evidence, notes and photos against a clause
- Raising a finding from a clause
- Working with inline finding cards
- Adding a finding that isn't tied to a clause you've answered
- Writing the audit summary
- Attaching linked documents
- Saving a draft and picking the audit up later
- Raising an issue when something is blocking the audit
- Running an audit over several days
- I can't work on this audit
- The Audit Findings table: what lives here
- Filtering and searching findings
- Understanding finding reference codes
- Opening and editing a finding
- Adding a root cause analysis after the audit
- Root cause method: 5 Whys
- Root cause method: Fishbone (Ishikawa)
- Root cause method: Fault Tree Analysis
- Selecting a root cause category
- Assigning a corrective action to a finding
- Adding several corrective actions, and containment vs corrective
- Tracking audit corrective actions in the Actions module
- Finding problems
- The Review & Publish checklist
- Publishing an audit
- Choosing what appears in the published report
- Requesting a technical review
- Reviewing an audit: approving or rejecting with feedback
- Closure verification: verifying and closing a finding
- What happens after an audit is published
- I can't publish this audit
- The Audit Records register and what each status means
- Filtering audit records
- Viewing a published audit report
- Viewing an audit's findings without leaving Records
- The audit history log
- Archiving an audit
- Adding an external or third-party audit report
- Adding findings from an uploaded report
- Audit reports: what the reporting page shows
- Exporting audits, findings and reports
- Audit Settings: the seven tabs
- Turning scheduled and ad hoc audits on or off
- Managing root cause categories
- Choosing which root cause methods auditors can use
- Configuring closure verification by finding type
- Corrective action settings
- Reference codes: auto-generated or manual
- The audit permissions reference
- Creating and viewing audit roles
- Access problems
- I've reached my audit allowance
- I deleted an audit but my allowance didn't go back up
- I edited a template but a completed audit didn't change
- An audit is showing as Overdue
- An audit is stuck at Blocked or For Review
- I can't find the audit or finding I'm looking for
- Audit Module FAQs
- Giving feedback on the Audit Module
- Completing the conflict of interest declaration
- Resolving an issue on a Blocked audit
- The Auditor Register and competence checks
- Recording your competencies in My Auditor Profile
- Audit notification settings
- Audit widgets on your dashboard
- Planning your audit programme: how often to audit each area
- Preparing for an audit: scope, criteria and the opening meeting
- Using Audit365 on a phone or tablet, or without a reliable connection
- Using audit records for certification audits and management review
- Admin quick-start: setting up Audit365 before your first audit
- Audit coverage: what the Coverage view shows
- Setting audit requirements for a location
- How sublocations are covered, and the "separate entity" switch
- Scheduling and exporting from the Coverage view
- Why is a location showing as not covered?
- Viewing the Audit Plan
- Moving a planned audit date
- Approving the Audit Plan
- Auditor Workload and planning capacity
- Reviewing previous findings before an audit
- Previous findings in the published report
- Adding a report sign-off list
- Signing an audit report
- Chasing, cancelling and tracking sign-offs
- The Standards & Regulations register
- Adding certificates, external reports and documents to a standard
- Marking critical locations
- Telling auditees about an audit and recording the opening meeting
- Setting up your audit charter
- Recording objectives, boundaries and exclusions for an audit
- Adding an audit plan and sampling approach to an audit
- Recording limitations and the auditee's response
- How to change the logo on audit record headers