Attention, this is the published version. You can find the working version in the working space.
How to Define Relevant Services of a Producer Group
- Intact Publisher
If a site is co-audited with the headquarters, then it is not necessary to define services per site. However, if each individual site receives its own audit, then the relevant services must be defined per site.
| Column | Type | Description |
|---|---|---|
| Year | Tree | Shows services per year + icon: show all services from a year - icon: hide all services from a year |
| Master service | Drop-down | Element that comprises several subordinate services + icon: show subordinate services - icon: hide subordinate services |
| Select | Checkbox | Check if you want to use actions like
|
| Service | Label | Name of the service Examples
|
| Contract status | Label | Contract status per service and auditee Examples
|
| CAB | Name | Name of the Conformity Assessment Body (selected from drop-down menu) |
| Service from | Date | Start date of a service |
| Service until | Date | End date of a service |
| Risk category | Risk category per service and auditee Examples:
See How to Create Checklist Items in the Checklist Designer > Risk category | |
| Certified | Checkbox | Yes: the site has been certified |
| CAB | Name | Name of the Conformity Assessment Body (select from entity search) |
| Auditee since | Date | Date the contract became effective |