Create an External or Internal Audit

This work instruction applies to audits created outside of an audit program.

To create an external or internal audit:

1. Navigate to QMS > Audits & Supplier Management > External Audits or Internal Audits and click Create.

   

2. Fill out all required fields. Note the following.

   • Auditee: For external audits, this is the supplier being audited.

   • Audited Department: Only displays for internal audits. For internal audits, you need to provide either the Auditee or Audited Department.

   • Owning Organization: Can either be your organization (in house audits) or another supplier (outsourced audits).

   • Planned Start Date: When part of an audit program, audits will be created automatically 14 days prior to the planned start date.

3. Click Save.

   

   

Define Team

1. Navigate to the Audit and click Manage Team.

   

2. Specify an Audit Owner, one or more QA Approver(s), and optionally, one or more Co-Auditor(s). Co-auditors are users who may also contribute to the audit report.

3. Click Save.

   

Send for Preparation (In-House Audits Only)

When you’re ready, you can start the audit workflow. If the audit is being conducted in-house, it will be sent for preparation.

To send an audit for preparation:

1. Navigate to the audit and select Send for Preparation from the Workflow menu.

   

   The audit owner will receive a task to complete the audit preparation.