Attention, this is the published version. You can find the working version in the working space.
Audit Project Dashboard
- Intact Publisher
The Audit project details form (= dashboard) provides an overview of the most important information and the status of project activities. From here, you can navigate further to the management of correspondence, tasks or findings, audit orders, and milestones.
If an auditee has several audit projects, or if you are in the central audit projects portal, which displays all audit projects of all auditees, you can navigate from one dashboard to the next using the arrow buttons on the form.
Ξ Actions
| Object | Type | Description |
|---|---|---|
| Excel export | Button | Opens a dialog with the list of configured excel exports. Only available with the module "Group certification" |
Ξ Audit Project Details
This panel shows the key data of the audit project, such as the duration, the responsible persons, the date of the first audit, and the project status. To add data, see How to Add Main Data and View History of an Audit Project
Ξ Actions
| Object | Type | Description |
|---|---|---|
| Edit details | Button | Open and edit the audit project details. See How to Edit the Main Data of an Audit Project |
| History | Button | Open the audit project history. See How to Edit the Main Data of an Audit Project |
| Linked audit projects | Button | Link audit projects. As soon as another audit project is linked, a list item labeled with that certain audit project number appears on the panel. Click on the item to open it and see the details of that audit project in read-only mode. See How to Link Audit Projects |
| Files | Button | Open the Files dialog window. See Files Overview |
Ξ Info
| Object | Type | Description |
|---|---|---|
| Project number | Label | Audit project number |
| Project name | Text | Audit project name |
| Project status | Drop-down | Project status, for example: open, in progress, finished |
| Auditee | Lookup | Auditee's name |
| Open auditee | Button | Opens the respective auditee record |
| Planned start | Date | Planned start date |
| Planned end | Date | Planned end date |
| Year | Drop-down | Year in which the audit project takes place |
| First day of initial audit | Date | Date of the first day of an initial audit |
| CAB | Drop-down | Name of the Conformity Assessment Body |
| Project type | Drop-down | Type of audit project |
| Project manager | Lookup | Project manager |
| Auditor | Lookup | Auditor |
| Contact | Lookup | Contact person |
| Comment 1 | Text | Comment on the audit project |
| Comment 2 | Text | Comment on the audit project |
Ξ Milestones
The Milestone panel shows all milestones defined in the audit project, as well as their statuses and deadlines. With the Hide finished filter, completed milestones can be filtered out.
Ξ Actions
| Object | Type | Description |
|---|---|---|
| Hide finished | Switch | Right (activated): only shows uncompleted (active) milestones of the audit project |
| Edit milestones | Button | Open and edit milestones. See How to Create Milestones and View Milestones History in Audit Projects |
Ξ Info
| Object | Type | Description |
|---|---|---|
| Status | Icon | Status icon of the milestone
|
| Milestones | Label | Milestone name. The sequence of the milestones can be predefined. See How to Predefine Status, Milestones and Tasks of Audit Projects |
| Actual date | Date | Date when milestone was completed |
| Current plan | Date | Date when milestone is currently supposed to be completed |
| Base plan | Date | Base plan date of the milestone |
Ξ Latest Correspondence
The Correspondence panel shows the last three emails, mails or phone calls, and allows you to create a new entry.
Ξ Actions
| Object | Type | Description |
|---|---|---|
| New correspondence | Button | Create and send emails. See How to Create and Send New Emails |
| Create incoming mail | Button | Create an incoming mail. See How to Create Incoming or Outgoing Mails |
| Create outgoing mail | Button | Create an outgoing mail. See How to Create Incoming or Outgoing Mails |
| Create phone call | Button | Create a phone call record. See How to Create Incoming & Outgoing Phone Calls |
| Show full correspondence | Button | Open and edit all correspondence records of the audit project. See How to Create and Manage Correspondence Records in Audit Projects |
Ξ Info
| Object | Type | Description |
|---|---|---|
| Subject | Label | Icon and subject of the correspondence record |
| Date and Time | Label | Date and time of the correspondence record |
Ξ Tasks
The Task panel shows the number of tasks per status as pie diagram.
| Object | Type | Description |
|---|---|---|
| Add new task | Button | Add new tasks. See How to Create and Manage Tasks in Audit Projects |
| Chart | Pie chart | Number of tasks per status |
| Show tasks | Button | Open and edit all tasks of the audit project |
Ξ Findings
The Findings panel shows the number of findings per status as pie diagram.
| Object | Type | Description |
|---|---|---|
| Add new finding | Button | Add new findings. See How to Create and Manage Tasks in Audit Projects |
| Chart | Pie chart | Number of findings per status |
| Show findings | Button | Open and edit all findings of the audit project |
Ξ Latest Audit Orders
The Latest Audit Orders panel shows the last three audit orders of the audit project. To see all included orders, click on the button below. You can create new and link existing audit orders.
If the user is not entitled to open up the audit order, another icon will be shown instead of the open icon, with the explanation that the audit order cannot be opened up yet because it has not reach a certain workflow status.
Ξ Actions
| Object | Type | Description |
|---|---|---|
| Create new audit order | Button | Create new audit orders. See How to Create and Manage Audit Orders in Audit Projects |
| Create new audit order for multiple entities | Button | Create new audit orders for related entities. See How to Create an Audit Order for Linked Entities |
| Link existing audit order | Button | Link existing audit orders of the auditee that are not managed in the selected audit order. See How to Create and Manage Audit Orders in Audit Projects |
| Show all included orders | Button | Click to see a list of all included audit orders of the audit project |
Ξ Info
| Object | Type | Description |
|---|---|---|
| Open | Button | Opens the respective audit order workflow in a new dialogue |
| Audit number | Label | Audit number per audit order |
| Service | Label | Service(s) per audit order |
| Audit type | Label | Audit type(s) per service and audit order |
| Audit date (from) | Label | Shows the audit date of the respective audit date |
Ξ Assigned Products
The Assigned products panel shows a maximum of 3 products which are assigned to the selected audit project. To see all included products, click on the button below.
| Object | Type | Description |
|---|---|---|
| Show all included products | Button | Opens a list with all products of the auditee. All products that need to be managed within the selected audit project, can be selected there. See How to Manage Products in Audit Projects |
| Product category | Label | Product category of the producte assigned to the audit project |
| Code (Product name) | Label | Code of the product name of the producte assigned to the audit project |
| Product name | Label | Product name of the producte assigned to the audit project |