Creating Audits
Comprehensive guide to creating and configuring audits in P3M, including audit setup, parameter configuration, team assignment, and scheduling.
Audit Creation Overview
P3M's audit creation system provides powerful tools for setting up various types of audits with customizable parameters, team assignments, and scheduling options to ensure thorough and effective audit processes.
Audit Creation Process
Audit Planning & Setup
Define audit objectives, scope, and basic parameters
- Select audit type (Internal, Peer, External, Self)
- Define audit objectives and scope
- Set audit title and description
- Choose audit category and classification
- Determine audit priority level
- Set compliance requirements if applicable
Configure Audit Parameters
Set up detailed audit configuration and criteria
- Configure audit forms and questionnaires
- Set evaluation criteria and scoring methods
- Define required documentation and evidence
- Configure approval workflows
- Set up notification preferences
- Define reporting requirements
Team Assignment
Assign auditors, auditees, and other stakeholders
- Select lead auditor and audit team members
- Assign auditees and departments to be audited
- Define roles and responsibilities
- Set access permissions for team members
- Configure communication channels
- Assign backup personnel if needed
Scheduling & Timeline
Set audit dates, deadlines, and milestone schedules
- Set audit start and end dates
- Define key milestones and deadlines
- Schedule audit meetings and sessions
- Set up reminder notifications
- Configure calendar integration
- Plan resource allocation timeline
Review & Launch
Final review of audit configuration and launch
- Review all audit parameters and settings
- Verify team assignments and permissions
- Confirm schedule and timeline
- Send notifications to all participants
- Launch audit and begin execution
- Monitor initial setup and address issues
Audit Types & Configuration
Internal Audits
Internal audits conducted by your organization's audit team.
- • Department-specific audits
- • Process compliance reviews
- • Quality management audits
- • Risk assessment audits
- • Performance evaluation audits
Most common audit type with full customization options
Peer Audits
Collaborative audits between departments or team members.
- • Cross-departmental reviews
- • Best practice sharing
- • Collaborative improvement
- • Knowledge transfer audits
- • Team performance reviews
Promotes collaboration and mutual learning
External Audits
Audits conducted by external parties or regulatory bodies.
- • Regulatory compliance audits
- • Certification audits
- • Third-party assessments
- • Vendor audits
- • Accreditation reviews
Requires careful preparation and documentation
Self Audits
Self-assessment audits for individual or team evaluation.
- • Personal performance reviews
- • Self-assessment questionnaires
- • Goal achievement reviews
- • Skill development audits
- • Continuous improvement
Encourages self-reflection and improvement
Advanced Configuration Options
Forms & Parameters
- • Custom audit forms
- • Question banks
- • Scoring methodologies
- • Evidence requirements
- • Compliance checklists
- • Rating scales
Workflow & Approvals
- • Multi-stage approvals
- • Review workflows
- • Escalation procedures
- • Sign-off requirements
- • Quality gates
- • Audit trail logging
Notifications & Reporting
- • Automated notifications
- • Progress updates
- • Deadline reminders
- • Status reports
- • Executive summaries
- • Custom report templates
Audit Creation Best Practices
Planning Phase
- • Define clear audit objectives and scope
- • Identify all stakeholders early
- • Ensure adequate resource allocation
- • Consider regulatory requirements
- • Plan for potential risks and challenges
Configuration Phase
- • Use standardized templates when possible
- • Set realistic timelines and deadlines
- • Configure appropriate approval workflows
- • Test audit forms before launch
- • Ensure proper access permissions
Team Assignment
- • Select qualified and experienced auditors
- • Ensure team independence and objectivity
- • Provide clear role definitions
- • Consider workload and availability
- • Plan for backup resources
Launch Preparation
- • Conduct thorough pre-launch review
- • Communicate expectations clearly
- • Provide necessary training and resources
- • Set up monitoring and support
- • Prepare contingency plans
Quick Actions
Important Audit Creation Notes
- • Ensure all required permissions are in place before creating audits
- • Test audit configurations in a staging environment when possible
- • Communicate audit objectives and expectations clearly to all participants
- • Consider time zones and availability when scheduling international audits
- • Maintain audit documentation and evidence throughout the process
- • Regular monitoring and support during audit execution is essential
- • Plan for post-audit activities including reporting and follow-up actions
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