Features
Introduction to audits
Objectives The audit module is a web solution offering: Control of the internal, external, certification audit management process, etc. Traceability of records. Access security and procedure compliance. Simplified steering and monitoring of audits. Simplified diagram The Audit process allows you to manage your internal and external audits and identify the associated findings. Here is the diagram representing the different steps of an audit: Notion Image (https://storage.Few readersAudit circuit diagram
Circuit diagramFew readersScheduling audits
Introduction The audit schedule provides a synthetic view of all organization audits. Filters are available to ensure that each site or process is evaluated according to the required periodicity. The schedule The schedule displays all audits by month. Audits to be validated appear in blue, validated audits appear in green and completed audits appear in gray. The user has filters on the left, allowing them to filter audits by Name, Audit type, Domain, Referential, Grid, Site, ResponsiblPopularThe Audit process
Introduction The audit process is triggered only from the audit schedule. Note: The configuration of visible fields (read-only or mandatory) is defined during the solution configuration. Some fields present in the example below may therefore differ from your application. The audit process consists of 3 steps: The preparation The realization The summary Audit preparation The audit preparation step is similar to the items offered from the schedule. The user can: SendFew readersAudit management and monitoring
Introduction The module offers specific pages for audit monitoring and steering: The SMQ steering provides a synthetic view of audits in progress The audit list provides a table of all audits. SMQ Steering The steering page proposes on the left the audits in progress grouped by type (Internal, Customer, etc.) The "Audit" tab of the "SMQ Steering" page displays by default all audits in progress. It is possible to display on the other hand the closed audits and to restrict the listFew readers
Administration
Configuring audit grids
Introduction Grid configuration is done through the configuration of 3 referentials: The ratings The criteria The audits It is possible to create as many custom grids as necessary in the application. An additional referential is also available The prefix configuration Configure ratings The first referential "Rating" is available in the "Continuous Improvement" category. The referential allows defining the grid evaluation possibilities. The referential proposes by default rFew readersCustomization of reports for audits
Audit report customization For reminder, each audit can have a specific report in docx format. Audit reports can be easily customized by using the following tags in the template document. To ensure proper operation, we recommend copying/pasting the tags to avoid typing errors or incorrect Word encoding. List of simple tags that can be placed according to your own layoutPopularRoles and authorizations for audits
The roles The Audit module offers 5 default roles. The authorizationsFew readersReferentials management for audits
From the home page, click in the menu on "Administration / Referential management" to expand the menu. This feature allows customization of the form dropdown lists. All application dropdown lists are customizable from the referential manager. Continuous Improvement Category In the Continuous Improvement category: Quality referential Audit types Audit domain Finding type Audit (cf. Grid configuration) Criterion (cf. Grid configuration) Rating (cf. Grid configuration)PopularAdvanced settings for audits
Administration features are accessible only to users with the "Admin" role. The following properties are available for customizing the task list and in emails (in this case the format must be Property:TAG . Example: Property:AuditLabel ).Few readers