Creating Audits

This guide walks you through creating a new audit plan. The audit creation form captures all information needed to define the scope, objectives, team, and schedule for an audit.

Prerequisites

To create an audit, you need one of the following:

• Admin or QA Team role
• The audit.create or audit.manage permission

Step-by-Step: Create a New Audit

1. Navigate to Audit from the main menu
2. Click the New Audit Plan button in the top-right corner
3. Fill in the required fields as described below
4. Click Create Audit Plan to save

Form Fields

Required Fields

Field	Description
Title	A descriptive name for the audit (e.g., “Annual Quality System Audit 2026”)
Description	The purpose, background, and context for this audit
Audit Type	Choose Internal for internal QMS audits or Supplier for supplier audits
Scope	Define what areas, processes, or departments will be audited
Objectives	List the specific goals of the audit
Planned Start Date	When the audit fieldwork is expected to begin
Planned End Date	When the audit fieldwork is expected to finish

Optional Fields

Field	Description
Auditees	People or departments being audited. Search and select from registered users
Auditors	Team members conducting the audit. Search and select from registered users
Audit Criteria	The standards, regulations, or internal requirements against which the audit will be conducted (e.g., ISO 13485, 21 CFR 820)

Assigning People

The Auditees and Auditors fields use a search-and-select interface:

1. Start typing a name or email in the search box
2. Select the person from the dropdown list
3. The selected person appears as a badge below the field
4. Click the X on a badge to remove someone

Tip

You can assign multiple auditees and auditors to a single audit. This is especially useful for cross-departmental or multi-site audits.

After Creation

Once created, the audit will:

• Receive an auto-generated audit number
• Be set to Planned status
• Appear in the audit list where it can be viewed, edited, or started
• Redirect you to the audit detail page

Starting the Audit

After the audit plan is created and the team is ready:

1. Open the audit detail page
2. Click Start Audit (visible only to users with management permissions when the audit is in Planned status)
3. Confirm the action in the dialog

The audit status changes to In Progress and the actual start date is recorded.

Note

Only users with Admin, QA Team, or Lead Auditor roles can start, complete, or finalize an audit. The Start button appears only when the audit is in the Planned state.

Editing an Audit

To edit an existing audit:

1. Navigate to the audit list
2. Click the edit (pencil) icon on the audit row
3. Modify the fields as needed
4. Save your changes

Edit access is limited to the audit creator and Admin users.

Next Steps

• Audit Findings — Learn how to record findings during the audit
• Audit Reports — Generate formal audit reports