Create and plan audits

As the contact person for the audit area, you can create planned and unplanned audits in the audit areas.

Create planned audits

If the associated annual audit plan has not yet been released, create your planned audits via the Create new audit transition.

You can execute the transition using the More actions

Alternatively, you can also execute the transition via the corresponding quickstart in the Details area tab view.

Use the associated form to plan the audit and record basic data, such as auditors, audited processes and other audit participants.

Create unplanned audits

If the associated annual audit plan has already been released, you can create your audits throughout the year using the quickstart Add unplanned audit.

Use the associated form to plan the audit during the year and record basic data, such as auditors, audited processes and other audit participants.

As soon as you have created the unplanned audit, the assigned auditors will be informed by e-mail.

Finalize detailed planning

As an auditor, you start with the detailed planning of the audit. In this phase of the audit, you enter data in the following areas:

• Audit header data and other auditors

• Audit dates, deadlines and duration

• Audited processes and other audit participants

• Related documents

• Audit scope

• Audit sequence

The recorded data is displayed in the audit overview.

Once you have entered the audit planning details using the corresponding attributes, version the audit by executing the Finalize detailed planning transition and confirming using the corresponding form.

The following users are authorized to do this:

• Auditors

• Members of the audit core team

• Contact persons for the audit area

The audited persons are informed about the completion of the detailed planning by e-mail and invited to the audit in Aeneis via a link.

Generate audit invitation

Once the detailed planning has been completed, you can generate the audit invitation to the audit participants as a print report. To do this, click on More actions in the audit and then on Audit agenda.