Creating An Audit

Field

Description/Instructions

Mandatory/Optional

Current Status

Current Status of the audit is displayed automatically.

Mandatory

Audit Type

Choose whether the audit is OHS (external) or GOV (internal).

Mandatory

Audit No

Automatically generated number to uniquely identify the audit. This numbering system is configured within Audit Settings > Numbering System.

Mandatory

Audit Title

Enter a title.

Mandatory

Audit Year

Select the audit year from a dropdown list.

Mandatory

Audit Risk Rating

Select the risk rating. The Audit Risk Ratings options are specified within Audit Settings.

Mandatory

Audit Category

Select the audit category. The Audit Categories options are specified within Audit Settings.

Mandatory

Responsible Officer

Assign a Responsible Person who will be responsible for monitoring and reporting on the status of the audit.

Dropdown shows staff list for selection.

Mandatory

Secondary Responsible Officers

Select a secondary Responsible Person and click ‘Add’ to add him/her to the list of Secondary Responsible Officers. Multiple staff members can be selected. Dropdown shows staff list for selection.

Optional

Audit Status

Select the audit stage. The Audit Statues options are specified within Audit Settings.

Optional

Audit Entity

Defines the audit entity from the drop down list. The Audit Entities options are specified within Audit Settings.

Mandatory

Audit Firm

Select the audit firm. These are specified within Audit Settings.

Mandatory

Start Date/End Date

Choose appropriate dates via calendar controls to start and end the audit.

Optional

Plan Date

Select the relevant plan date via a calendar control. This date defines when the idea/plan for the audit originated. For example, the plan date might be 01^st of Jan 2010 but the actual start date of the audit might 01^st of June 2010.

Optional

Plan Document No

Enter a unique number to the Plan Document. This creates a link to the detailed audit report. This link is also visible in the Recommendation page.

To setup this feature, CAMMS requires the document management system URL of the organisation. Once configured, a unique number is assigned. Specify the number in this field to create the link.

Optional

Audit Committee Meeting Date

Select a date for the audit committee meeting via a calendar control.

Optional

Final Report Date

Select the due date of the final report of the audit.

Optional

Final Report Document No

Enter a reference number to the Final Report. This creates a link to the final audit report. This link is also visible in the Recommendation page.

Optional