Viewing the Audit Schedule

The Audit Schedule shows a calendar view of all audits created in the system. Audits that show on the Audit Schedule List page are based upon the Find InfoCard right associated with the Audit InfoCard Type (for that Audit), and the View Audit Data right. The Audit Schedule assists you in keeping track of each auditor’s schedule.

Audits in the schedule fall into one of six statuses:

• Pending - No lead auditor assigned and confirmation unchecked

• Scheduled - Lead auditor is assigned and confirmation unchecked

• Confirmed - No lead auditor assigned and confirmation checked

• Scheduled & Confirmed - Both lead auditor assigned and confirmation checked

• In Process - Lead auditor is assigned and the start date (including any lead time) has been reached and a task for the Audit has been launched

• Overdue - no lead auditor is assigned and the start date (including any lead time) has been reached

The following actions can be performed on Audits in the schedule, depending upon their status:

• Edit () - Allows you to change details related to the Audit

• View () - Allows you to view Audit details

• Delete () - Allows you to delete an Audit.

• Unlock Workspace () - Allows you to override the Audit Workspace lock.

Note: The Unlock Workspace Right is required.

See Configuring Audit Details for more information on configuring statuses.

To view the Audit Schedule:

1. Select Audit Schedule from the Audit menu.  The audit entities will appear in the list page.

Note: Items that are marked "inprocess" or "completed" cannot be edited or deleted from the list page, or clicked in the Calendar.

2. Click Calendar View in the toolbar.  The current month will display with any scheduled audits.  Planned audits are shown in aqua, and audits confirmed on the schedule are shown in blue.

3. Click a planned audit to configure its details (see Configuring Audit Details).  This will confirm the audit and change its color to blue.  Clicking a scheduled audit opens the Audit Workspace for that task.

4. If you wish to extend the duration of an audit, you can click and drag the arrow icon (>>) at the end of the colored audit bar to the desired date.  If you wish to reschedule an audit, you can drag and drop it to the new day on the calendar.

Note: Up to three audits can be displayed on the same day in the calendar.  If a fourth audit is added to that day, it will display as the third audit, and an arrow icon will indicate that there are further audits scheduled on that day which are not displayed.

Select an option from the Group Events By: drop-down list to filter the audits that display on the calendar.  The available options are:

• Audit Name

• Auditor

• Status

Out of Office users

On each day that at least one auditor is out of office, there will be an indication on the Audit Calendar.  Non-auditor out of office users are not depicted.

Calendar Views

The default calendar view is by month.  When there are three or more audits scheduled on any given day, click the gray arrow beneath the audits to open a week view.  From here, you can click an audit to configure its details.

When you change the frequency of an audit, the calendar view updates to reflect this.

You can launch ad hoc audits from the Calendar page by clicking New and configuring the Audit Details page (see Configuring Audit Details).