In the Audit section, the following fields are available:

• Audit category: select the category that will classify the audit created from the project. Note that only the categories whose form of execution is configured as Project in the Step tab of their data screen will be available for selection.
• Audit type: this field is filled in by the system with the audit type configured in the selected category. Learn more about audit types by clicking here.
• Audit purpose: select the reason for which the audit will be conducted. Audit purposes must be configured beforehand through the Configuration > Audit > Purpose (AU025) menu; learn more by clicking here.

This section is used to define the association of the objects and requirements that will compose the audit created from the project.

The audit scope structure must be created in it.

Access the articles listed below and see how to define the scope of requirement audits and of risk and control plan audits:

• Defining the scope of a requirement audit
• Defining the scope of a risk and control plan audit

In the Auditor section, it is possible to select who will be the parties responsible for the audit. 

Select one of the available options:

Regardless of the chosen responsible party type, once the auditors responsible for the execution are associated, some buttons will be enabled on the side toolbar:

	Click on this button to disassociate the auditor selected in the list of records.
	Click on this button to define the auditor selected in the list of records as lead auditor. For this button to be enabled, the lead auditor permission must be enabled on the requirement data screen or on the internal auditor data screen.
	Click on this button to inform that the auditor selected in the list of records is an auditor in training.
	Click on this button to describe the auditor's responsibilities. It is important to highlight that, once the responsibility is saved, it can no longer be edited.
	Click on this button to view the data of the auditor selected in the list of records.

The Interviewee section is used to associate the people from the business unit or from the supplier who will be interviewed during the audit.

Interviewees can be associated in two ways:

	Click on this button to record interviewee data. On the screen that will open, enter the interviewee's name, department, and position.
	Click on this button to associate previously created users for them to be interviewed during the execution of the audit. On the screen that will be displayed, locate and select the desired user.

In the Configurations section, the Audit subtab is displayed.

In the Occurrence tracking subsection, check the Requires tracking option so that all occurrences and incidents associated with the audits based on the projects from the template are tracked. Then, define the team responsible for tracking the occurrences. The members of the selected team will receive the occurrence tracking to-do task in the SoftExpert Audit component. To finish, enter the deadline in days for the closure of all occurrences associated with the audit.

In the Automatic requirement update subsection, define whether, when new revisions of the reference requirements associated in the project structure are released, the structure must be updated automatically or not.