Creating an audit template
Prerequisites
- Access to the File > Audit template (AU031) menu.
- Previously created requirement audit or risk and control plan audit.
Introduction
Audit templates are preconfigured records that can be used to create audits intended for similar purposes, with form of execution based on ISO19011.
The system allows for creating and using templates so that some data is automatically inserted when audits are created.
See how to perform this operation:
Creating an audit template
1. Access the File > Audit template (AU031) menu.
2. Click on the arrow next to the 
button and select the Add blank template option.
3. Select the category that classifies the template and click on the 
button. Remember that, in the category, it is defined whether the audit scope will be based on requirements or on risk and control plans.
4. On the screen that will open, enter an ID # and a title for the template.
5. If necessary, specify the purpose of the audit, choosing from one of the existing purposes or using the 
button to create a purpose and associate it with the template.
6. Select the team responsible for the audits created with the template. If a responsible team has been defined in the category, the system will fill in this field automatically, but this information can be edited.
7. Use the Duration (days) fields in the Schedule section to define how many days the audit steps will last. The available steps vary according to the configurations set in the category.
8. Click on the Save button.
9. Insert the other information of the template. Refer to the articles listed below for more details on adding information referring to templates for requirement audits and for risk and control plan audits:
- Planning a requirement audit
- Defining the scope of a requirement audit
- Planning a risk and control plan audit
- Defining the scope of a risk and control plan audit
If the chosen category has been configured with a scope for requirement audits, it will not be possible to save the template data before configuring the automatic update of requirements.
To this end, click on the arrow below the Configurations section and select the corresponding option.
On this screen, first, choose whether the structure will be changed when new revisions are released for the associated reference requirement.
If you choose the Update structure requirements option, configure which information will be updated and which rules will be applied for the addition or deletion of requirements.
This option ensures that the audits created with the template are carried out in accordance with the latest revisions. This contributes to a more precise and updated analysis of the conformity percentage of evaluated requirements and objects.
• If the category has been configured with the use of an identification mask, at the time of generating the automatic ID #, the respective mask will be shown. The ID # generated through the mask can only be edited if the Enable generated ID # change option is checked on the category data screen.
Click here for more information on identification masks.
• If a 2nd party - Customer audit is being planned, it will not be possible to save the record without filling in the Customer field in the General data section. The customers available for selection are created beforehand in SoftExpert Customer.
• For more information on adding templates using the creation wizard, refer to the articles listed below:
Conclusion
Once templates are duly created, they can be used to plan requirement or risk and control plan audits, depending on the scope defined in the template category.