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How to modify an Audit’s Planned Date

  • Updated

An Audit's Planned Date can only be modified when changing its status from Draft to Planned.

  1. Go to Audits > Audits.
  2. Use the Filters and/or Search field to find the Audit you wish to edit.
  3. Click on the ID or Title to open the Audit Details Page

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  1. In the Audit Details Page, click on the Draft status button.
  2. Click on Set to Planned.

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  1. Modify the Planned Date if needed.
  2. Introduce electronic signature credentials: User and Password. 
  3. Add any remarks.
  4. Sign.

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The system will then give the following notification: Audit status changed to Planned.

 

  Relevant for: Administrators / Managers / Regular Users.
  Please note: The roles allowed to change the status of an Audit will depend on the Audit type:
  • Internal Audit: Lead Auditor, Additional Auditor and Host can change the status from Draft to Planned.
  • Incoming Audit: Host can change the status from Draft to Planned.
  • Outgoing Audit: Lead Auditor and Additional Auditor can change the status from Draft to Planned

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