Audits
Internal, supplier, customer and certification audits, with the finding counts that say whether it was a good audit or a quiet one.
Where to find it
- Module: Manufacturing
- Group: Control
- Section: Quality Events
- Screen: Audits
Address in the console: /mfg/quality-audits
List · 13 columns · 18 fields on its form · 2 of them required · 6 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Audit | Code | audit_no |
| What | Text | title |
| Type | Status | audit_type |
| Standard | Code | standard |
| Supplier | Text | supplier_name |
| Lead auditor | Text | lead_auditor_name |
| Planned | Date | planned_from |
| Result | Status | result |
| Major | Number | major_findings |
| Minor | Number | minor_findings |
| Open | Number | findings_open |
| Next due | Date | next_audit_due |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Title required | Text | ||
| Type required | Choice | internal, supplier, customer, certification, regulatory, process, product, layered | |
| Standard | Text | ISO 9001, IATF 16949, ISO 13485… | |
| Scope | Long text | ||
| Supplier | Choice | Looked up from existing records | |
| Customer | Choice | Looked up from existing records | |
| Location | Choice | Looked up from existing records | |
| Process area | Text | ||
| Lead auditor | Choice | Looked up from existing records | |
| Other auditors | Text | ||
| Planned from | Date | ||
| Planned to | Date | ||
| Performed from | Date | ||
| Performed to | Date | ||
| Result | Choice | pass, pass_with_findings, conditional, fail, not_completed | |
| Score % | Number | ||
| Next audit due | Date | ||
| Notes | Long text |
What you can do here
Findings
Schedule primary
Asks for: From To
Start
Asks for: Started on
Report
Fieldwork done
Asks for: Finished on Result Score %
Close
Asks for: Result
Cancel
Asks for: Reason*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.