Audit planning dashboard

Use audit planning dashboard to add and manage your audit plans and audits.

Audit planning navigation

In the Audit home page, select the Go to audit planning button under the Audit planning tile. The Audit planning page displays two tabs, Audit plans and Audits. By default, the Audit plans tab is displayed.

The following guide helps you navigate the Audit plans tab.

Field name Description
Audit Select to return to the Audit app landing page.
Search by Use this field to search an existing audit plan by its name.
+ Add audit plan Select this button to open the add audit plan workflow.
Name Displays the name of your audit plan. Select the name to go to the respective audit plan page.
Start date Displays the start date of the audit plan.
End date Displays the end date of the audit plan.
Budgeted hours Dsiplays the total budgeted hours allocated for this audit plan.
Audits included Displays the number of audits included in this audit plan.
Status Indicates the status of the audit plan as Draft, In progress, Concluded, or Completed.
Created on Displays when the audit plan was created.
Last modified Indicates the most recent date when the audit plan was modified.
Delete

Select the more option icon towards the rightmost corner of the audit plan, and select Delete. This action permanently deletes the audit plan.

Note

You can only delete an audit plan that is in Draft state.

The following guide helps you navigate the Audits tab.

Field name Description
Audit Select to return to the Audit app landing page.
Search by Use this field to search an existing audit plan by its name.
+ Add audit Select this button to open the add audit workflow.
Name Displays the name of your audit. Select the name to go to the respective audit page.
Start date Displays the start date of the audit.
End date Displays the end date of the audit.
Budgeted hours Dsiplays the total budgeted hours allocated for this audit.
Audits included Displays the number of audits plans in which this audit is included.
Status Indicates the status of the audit as Draft, In progress, Concluded, or Completed.
Created on Displays when the audit was created.
Last modified Indicates the most recent date when the audit was modified.
Delete

Select the more option icon towards the rightmost corner of the audit, and select Delete. This action permanently deletes the audit.

Note

You can only delete an audit that is in Draft state.