Audit Orders Overview

Ξ Actions

Object	Type	Description
Audit date from/to	Date	Pick a time period from the calendar
Search	Button	Search by date
Print	Button	Allows to print audit reports for the selected audit order. See How to Predefine Document Templates If you use DocuSign, a form for digitally signing the audit report opens automatically after you have clicked on 'Save and sign'. For the required configuration of the document template, see How to Predefine Document Templates - Digital signature via API.
Delete audit order	Button	Deletes the selected audit order (when the selection is not already deleted)
Restore audit order	Button	Restores the selected audit order (when the selection is already deleted)
Show/Hide deleted orders	Button	Toggles to show either all available audit orders (active and deleted) or only active ones

Ξ Grid

Column	Type	Description
Select	Checkbox	Select an order to delete, print, or link it
Edit	Button	Click to edit audit order details
Open audit order start tab	Button	Click to open the audit order workflow start page
Open audit order workflow	Button	Click to open the audit order workflow
Audit from	Date	Start date of the period the audit shall be conducted (planned period). This date is usually specified by the planner
Audit due	Date	End date of the period the audit shall be conducted (planned period). This date is usually specified by the planner
Audit no.	Label	Unique identifier of the audit order
Audit date (from)	Date	Start date of the audit, defined by the auditor
Audit date (to)	Date	End date of the audit, defined by the auditor
Audit type	Label	Type of the audit order
Priority	Label	Urgency level
Workflow step	Label	Workflow step of the audit Examples Audit created Audit in progress Audit finished
Service	Label	Service(s) that need to be audited
Not audited	Checkbox	Yes: the audit was not conducted No: the audit was conducted
CAB	Label	Name of the Conformity Assessment Body in charge
Auditor	Label	Name of the auditor in charge
Phone (Auditor)	Label	Auditor's phone number
(Email) Auditor	Label	Auditor's email address
Audit result	Label	Audit result per service, issued by the auditor
Reviewer	Label	Reviewer in charge
Certif. date	Date	Date of certification
Review result	Label	Review result per service, issued by the reviewer
Comment (Workflow end)	Text	Comment that can be entered per service at the end of a workflow
Target date	Label	Date by which the audit should be performed. This date is usually specified by the planner
Compiled on	Label	Date when the audit order was created
Annotation auditor 1 (audit assignment)	Label	Annotation field 1 for information to/from the auditor, shown on the Start tab of an audit order
Annotation reviewer (audit assignment)	Label	Annotation field for information to/from the reviewer, shown on the Start tab of an audit order
Sent on	Label	Date that can be used to track when an email/mail has been sent
Received on	Label	Date that can be used to track when an email/mail has been received
Site information	Label	Shows the following site information for all single site orders comma separated Number 1 Site Name Site Street 1 Site Town Site State Site Zip code Site Country
Subcontractors	Label	Shows the following subcontractor information for all orders which have subcontractors assigned, comma separated Subcontractor Name Subcontractor Street Subcontractor Town Subcontractor State Subcontractor Zip code Subcontractor Country

Audit Orders Overview

Ξ Actions

Ξ Grid

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