Executing a requirement audit
 |
 |
 |
 |
 |
This article is valid for the new Audit (AU001) unified menu in system version 3.0.
- Access the release notes for further details about the significant changes in the unification of the menu.
- Click here to access the documentation valid for the old audit execution menu.
Prerequisites
- Access to the Audit (AU001) menu.
- Access to the Task center > Audit > Audit execution menu.
- Previously created audit, with finished planning.
Introduction
In addition to planning requirement audits in the system, it is also possible to execute them and record their results.
Audits are executed through the Audit (AU001) menu or through the Audit execution task, accessed from the Task center menu. Remember that this task will be available to the parties responsible for executing the audit, which are defined in the configurations of the category.
See how to execute a requirement audit in the system:
Executing a requirement audit
The working paper will only be available when the execution of the audit has the In progress status.
In this tab, it is possible to use the side toolbar buttons to execute some actions:
 |
Click on this button to access the working paper screen and perform an evaluation. |
 |
Click on this button to unblock the record. The audit will remain blocked while a user is editing structure data or working paper data. |
 |
Click on this button to generate a filled report for the working paper. The report will be generated in accordance with the selected reference requirement. |
• See more details on how to add attachments when evaluating requirements.
• Refer to the Defining the scope of a requirement audit article for more details on adding new items to the structure.
• The available occurrence options vary according to the options enabled in the general parameters of the component.
• Occurrence association will only work correctly if SoftExpert Action plan and SoftExpert Workflow are part of the solutions purchased by your organization.
• For more details on creating isolated actions, action plans, and workflows, refer to the documentations of the Action plan and Workflow components.
• If the approval step has been defined in the category, the Approval tab will be displayed in view mode during the execution.
Entering audit results
If the audit scope has been configured to allow for results, it is possible to enter the obtained results during the execution.
1. Access the Audit (AU001) menu or the Task center > Audit > Audit execution menu.
2. Locate the audit whose result you want to report and right-click on it.
3. Select the Open result option.
4. On the screen that will open, fill in the following fields:
| Positive points | Enter the positive points of the audit. |
| Negative points | Enter the negative points of the audit. |
| Recommendations | Enter the recommendations resulting from the audit. |
| Conclusion | Enter the audit conclusion. |
| Result | Enter the audit result. |
| Value | Enter a value for the object. This field will only be enabled for current result criteria that have variable value classification. |
5. Upon finishing, click on the Confirm button to record the data and close the screen.
Audit results can only be entered if this option has been enabled in the category.
The options available in the Result field vary according to the result criterion defined in the category.
Conclusion
After evaluating the requirements and objects and entering the results, it is possible to finish the requirement audit.