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Planning (audit, calendar, checkpoints, items)

Purpose🔗

In Audit Management you define which audits are to be conducted when, by whom, and with what scope. This includes the audit calendar, the selection of audit items, and the objects to be audited (e.g. departments, processes, locations, assets).

Usage🔗

  1. Open the Audit Management → Audit Creation section.
  2. Create a new audit or select an existing one.
  3. Define the basic parameters:
    • Title and description
    • Time period / audit day(s)
    • Responsible persons (audit lead, auditors)
  4. Select the audit items (e.g. controls, requirements, chapters).
  5. Link the relevant objects:
    • Processes
    • Software
    • Hardware
    • Service Providers
    • Infrastructure
    • Data
  6. The audit is saved after defining the basic parameters.

Notes & Best Practices🔗

  • Plan audits early and, where possible, in alignment with other reviews (e.g. ISO audit, internal audit) to avoid duplicate effort.
  • Use recurring audits (e.g. annual reviews) to continuously track improvements.