Audit Module
Before you add this module to your QMS, make sure you have added your Audit Documents into the system. Once the document is added, click on the Custom Form icon to add Audit Management module to your system.
Note:
You will have to install 3 forms which are available under "Available Forms" section. You must add Audit form (parent) first, and then rest of the 2 forms viz. Checklist & Findings (linked with child document).
Don't
Form Layout
Audit Document Header
Audit Document Details like name, number, revision number, prepared/ approved by etc.
Copy of Audit Document loads via ONLYOFFICE Editor
Main HTML Form with fields like audit number, audit title, standard etc
Approval Panel
Approval History
Audit Checklist (View)
List of added records
Audit Findings (View)
List of added records
Audit Checklist (Add form)
Requires document
Document loads via ONLYOFFICE
Can add single record at a time
Follows its own Approval Process
Audit Findings (Add form)
Requires document
Document loads via ONLYOFFICE
Can add single record at a time
Follows its own Approval Process
Audit Schedule
By default Existing Audit Module has following fields:
- Audit Number
- Audit Title
- Scheduled Start Date
- Scheduled End Date
- Locations to be audited
- Departments to be audited
- Standard
- Audit Category
- Current Status : Open / Completed/ On-going / Canceled
- Notes
Along with these fields, other fields like, Prepared By, Approved By are also available. An Audit document which you have created earlier is also available at the top section of the form. Complete audit schedule can be added into the document and can be sent to all the stakeholders.
Data added to the form along with the initial Audit Document can be sent for Approval to one or many users simultaniously.
Do more:
Audit Checklist
add/ update audit checklist
Audit Checklist:
Your checklist document added/created while adding Audit Checklist Document, will appear here. Users can fill this checklist and send for approval while audit status is “Scheduled”. Once the Audit status is changed to On-Going, adding new checklist will be disabled. You can change these settings from Audit Checklist Custom Form Recreate section.
Audit Finding
add finding to audit
Existing Audit Findings Module has following fields defined :
- Title
- Audit Start Date
- Audit End Date
- Auditor
- Auditee
- Finding Type : Observation / Non-conformity
- Current Status
- Findings
- Response From Auditee
Once the fields are imported, add password to the form and click submit. You can always adding additional fields from Recreate From section to existing form.
| Field | Rule |
|---|---|
| Audit Start Date | Only auditor can add this field. |
| Audit End Date | Only auditor can add this field. By defult 1 week from start date. Can be changed. |
| Auditor | Only auditor can add this field |
| Auditee | Only auditor can add this field |
| Finding Type | Only auditor can add this field |
| Current Status | Only auditor can add this field |
| Findings | Only auditor can add this field |
| Response From Auditee | Only auditee can add this field |
Note
Additional Configuration
add your business rules!
Show Charts/ Panels on dashboard
With this configuration, you can show graphs on user's dashboard, based on the values added. You can select graph type/ date conditions/ access to these from Graphs Panels menu. Graphs for fields shown in Green and Checked will be available on dashboard. You can select/ deselect them by clicking on them.
Email Triggers
Add email triggers on specific actions. These triggers are configurable from the Custom Table view pages.
Note
Creating Audit Tasks
Add Audit Tasks from Audit Findings table. Tasks created will be assigned to Auditee on specific conditions.
Example Task
The tasks in a piture will be triggered when Audit Finding is added against a specific Auditee. Auditee will receive an email about the finding as well as the record will be displayed on Auditee's dashboard, till the time auditee updates the record and changes are status
Available Modules
These readily available forms are created within the system witnout any coding. Similer to these forms, you can create your own forms & modules on the fly without any help from experts and with zero-coding.
Audit Management
Add audit schedule, Audit Checklist, Audit Findings, Assign findings to users with target dates
Audit ManagementChange Control
Have complete control on your processes. Lock documents which are under review
Change ControlManagement Review
Schedule monthly management review meetings, send email alerts to invitees, assign agendas
Management ReviewCustomer Complaints
Record every customer complaint and assgin them with target dates to users, notify HoDs
Customer ComplaintsYou can customize all these existing modules & forms without any coding. You can add remove fields, changes field locations, resize them, hide-show fields on index page, restrict users from editing fields etc. You can also add your own business rules, email notifications, custom alerts & tasks and much more.
More Features
ONLYOFFICE Doc Editors
With ONLYOFFICE™ Editors, you have complete control on your documents without loosing any formatting unlike online web-based HTML editors.
Document Version Control
Each and Every QMS document created/ uploaded in the QMS is Version Controlled and Access Controlled and follows all the Document Management best practices.
Security
Add password to secure your PDFs while you download them. System records every downloads with issue number & timestamps along with user details.
Validation
HTML forms created are automatically version controlled, ready with required validations as well as design/ layout you choose while creating these HTML forms.
Access Control
Each of these forms are either linked with the QMS document and by default inherit access restrictions based on document access.
Approvals
Every form created, by default follows system's approval system. Users with limited roles, cannot publish any record in the system unless that record/ document is approved by HoDs or Administrators.
Lossless Migration
With ONLYOFFICE™ Editors, you can preserve all your formulas and sheets in your spreadsheets.
Upload / Create
Simply upload the existing documents/ spreadsheets/ presentations to create the document or spreadsheet.
Scheduled Data Entry
You can easily create spreadsheets, documents, formats etc and share with users within the system for scheduled data entry, eliminating efforts of printing and distributing these documents manually.
Centralized Data
Users can open these shared documents from within the system, add their data and save them onto the system without any need to download/ upload. All data is stored in a singled location and can be accessed secuerly.
Drag and Drop
To store this data in SQL format instead of Document format, you are free to build HTML forms within the system by using our Drag-and-Drop feature.
Digital Signature
Digitally sign all your QMS document while downloading them in PDF format. You can draw your signature or upload existing signature to the system.
