Managing Audit Scope Items

 

When the audit was scheduled in Q-Pulse, some scope items may have been added already. However, to add new scope items:

 

1. Within the Audit scope section, click the icon.
2. In the Select Scope Item screen, select one of the following from the drop-down list:
   • Area of Standard - A tree view will appear. You can select any item in any hierarchy.
   • Department - A tree view will appear. You can select any item in any hierarchy.
   • Document - Choose your search criteria (document type or keyword), click [Search], then select a document title.
   • Supplier - Enter a keyword, click [Search], then select a supplier name.
   • Process - A tree view will appear. You can select any item in any hierarchy.
   • Product Service - A tree view will appear. You can select any item in any hierarchy.
   • Other Subject (this is a secondary audit category) - A tree view will appear. You can select any item in any hierarchy.
   • - Asset Register / Hazard Register (if your Q-Pulse is integrated with Gael Risk) - Expand the hierarchy to select a register - only the lowest level hierarchy can be selected (all higher level hierarchies are shown in italics). Adding a register will add all the register AND all the risks contained within that register as scope items.
   • - Risk (if your Q-Pulse is integrated with Gael Risk) - Enter part of the risk name and click [Search]. Select the name of the risk.
3. Click [OK] to add your scope item.

 

To remove any scope item, click its icon, followed by [OK] to confirm.

 

Each audit can have a single primary scope which will be the main focus of the audit. Once you have added the scope item, click its icon.

 

Every scope item in the audit has two check boxes, "Planned" and "Actual"

• Tick the "Planned" box for each scope item which is set to be covered in the audit.
• Once the scope item has been covered in the audit, tick its "Actual" box.