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Introduction

The Action Audit module, also known as the audit module, is a part of the Action Plan system related to configuration, scheduling, conducting and reporting all types of audits in the organization.

Access to the module requires an active license to use the Action Plan system in the Action Audit or Action Lean package in any variant, i.e.: STARTER, STANDARD or EXPERT.

Having the appropriate license, the user will see the Audits section in the left menu, and depending on the role assigned, the user will have access to some or all elements of the module:

  • Schedule - link to the audit schedule
  • Audits list - link to the list of all audits
  • New audit - link to add a new non-scheduled audit
  • Reports - link to Report Center
  • Areas settings - link to the audit area management
  • Checklists settings - link to the checklist management
  • Auditors settings - link to the area of managing groups of auditors

Action Audit menu

Audit types​

The module uses a global filter of audit types to support many types of audits within the same views and functions. Once set, the filter works in all views in the module.

The following types of audits are available:

  • General audits
  • 5S/6S audits
  • HSE audits
  • Audits of standard
  • Audits of process
  • Audits of product
  • ISO audits
  • VDA 6.3 audits
  • Gemba walks

How the Module Works​

The Action Audit module has been designed to relieve the audit manager of the daily management of the audit process as much as possible. This has been achieved by enabling the use of advanced configuration, thanks to which the system works largely autonomously, and the manager can focus on analyzing the results of audits.

That's why the next part of the manual deals with the configuration aspects first, and then describes the current use of the previously configured module.