3. Audit Planning/Schedule

Once the customer’s audit task has been moved to planning at the end of the Acquisition module, the task(s) can be found in the planning module. The task(s) can now be planned and confirmed with an auditor who meets the requirements of the audit in terms of competencies, relationship, rotation schedule, and distance. Once the task(s) is planned, the audit moves to the Execution module.

The planning module has three tabs:

  • The workflow tab shows the status of the audits and also offers the ability to send emails, alerts, and appointments.
  • The schedule tab lists all audits. Audits can be filtered by status.
  • The appointment tab allows you to schedule meetings that are not audits.

Audit Planning/Schedule

  • Enhanced Collaboration and Communication
  • Minimized Errors and Discrepancies
  • Time and Resource Efficiency
  • Advanced Document Management and Organization
  • Automated Report Generation
  • Task Assignment and Tracking
  • Schedule multiple audits at the same time for the same client

   One module for your HRM, Recruitment, Document Management, CRM and Invoicing

  • 1

    Working with Forms

  • 2

    Working Offline with Audits

  • 3

    Combination Audits