Planning a requirement audit using the wizard
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Prerequisites
- Access to the Management > Audit > Planning (AU009) menu.
- Team previously created in the Configuration > Team (AU018) menu.
- Previously created audit category.
- Previously created audit template.
- Previously created requirement audit.
Introduction
The system allows for planning requirement audits using a creation wizard.
This wizard expedites their planning, making it easier to insert data. It has three options:
- Blank audit: it allows for creating a blank audit through the wizard. With this option, the user will follow a logic flow for the planning and must insert all the data themselves.
- From an existing template: it allows for creating an audit from a previously configured audit template. With this option, the user will follow a logic flow for the planning, but the data will be inherited from the selected template; only the desired data needs to be complemented and edited.
- From an existing audit: it allows for creating an audit from another audit already created in the system, regardless of the step in which it is. With this option, the user will follow a logic flow for the planning, but the data will be inherited from another audit; only the desired data can be complemented and edited.
See how to create audits using the planning wizard:
Adding a blank audit
• If attributes have been associated in the category to complement the information of the audit, the first planning step in the wizard will be Attribute.
For more information on filling out attributes, click here.
• For more details on editing planning data, refer to the Planning a requirement audit article.
• For more details on editing the requirement structure, refer to the Defining the scope of a requirement audit article.
• Learn more about associating objects during the planning by clicking here.
Adding audits from an existing template
1. Access the Management > Audit > Planning (AU009) menu.
2. Click on the arrow next to the 
button and select the Add audit using wizard option.
3. On the screen that will open, select the From an existing template option.
4. Select the audit template you wish to use and click on the Next button.
5. The other fields will be filled in with the configurations applied to the template. Follow the planning steps, as shown in the video Planning a requirement audit using the wizard, and edit the necessary data.
6. Finish the planning of the audit; learn how to do so by clicking here.
Adding an audit from an existing audit
1. Access the Management > Audit > Planning (AU009) menu.
2. Click on the arrow next to the button and select the Add audit using wizard option.
3. On the screen that will open, select the From an existing audit option.
4. Select the audit you wish to use and click on the Next button.
5. The other fields will be filled in with the configurations applied to the selected audit. Follow the planning steps, as shown in the video Planning a requirement audit using the wizard, and edit the necessary data.
6. Finish the planning of the audit; learn how to do so by clicking here.
Conclusion
All done! Now you know how to plan requirement audits using the wizard.
See how to execute them.