What is the feature?
Audit Management automates and streamlines the audit process by allowing audits to be scheduled, conducted, and tracked on a single platform.
Why did we create this feature?
More traditional methods of email, paper-based forms, and checklists can be ineffective and lead to errors or failed audits.
How do you implement/use this feature?
Customized audit checklists or pre-loaded templates allow notifications and task assignments help track the progress of audit teams. Real-time reporting using Dashboards can also identify key data. CARs and Workflows will be essential in automating the process.
However, the Auditors and Audits tabs are the primary tabs that will be utilized for Audit Management.
Auditors tabs
Anyone that should be authorized to conduct an audit should be added to this tab prior to conducting an audit. A current list of auditors will be listed upon landing on the tab, but to add new ones, click New and complete the information.
Audits tab
Audits will be completed by auditors on the Audits tab. To create a new audit, click New and choose the Site and Audit Type. Once your audit is listed, click the edit gear to be directed to the TraceStation where you can complete the audit form.
Auditors can be added and removed at the top of the TraceStation. The appropriate auditor can now complete the form.
Automation & Analysis
CARs & Workflows
Corrective actions can be set up using the CARs tab to address any issues that arise during the audit. Workflows can be created to help automate the process of corrective actions that need to be created from the audit.
Dashboards
To view trends and analyze data, Dashboards should be created on the Analytics tab.
Configuration & Maintenance
To set up your different audits, hover over Configuration and click Audit Types. Add all your different audit types here. To customize and expand the audit forms, navigate to Configuration > TraceStations.
Configuration > Table Templates can also be utilized if you’d like to track anything in the audit that isn’t a minor/major non-conformity.