11.1.1. Add Audit Definition to Plan

In the Add Audit Definition to Plan form, users can select the audit definition(s) to be assigned for execution.

1. Select the Audit Definition: This is a single-select field that retrieves the list of approved audit definitions—specifically, the audits for which the user has been assigned as team leader. It is a mandatory field. It allows users to select an audit either by entering its name or by clicking on the arrow icon. Rather than release the standard dropdown menu, however, this arrow icon opens the following pop-up window:
   
   • Audit ID: This is a text field that allows users to filter by audit ID.
   • Audit Definition Name: This is a text field that allows users to filter by the name of the audit definition.
   • Filter: This button filters the results according to the entered search criteria.
   • Clear Filter: This button clears the filters that were used in the previous search and allows users to again view the full data set.

*To select an audit for execution in this window, users will need to double-click on the audit from the grid. Users will then be returned to the Add Audit Definition to Plan window where they will find the selected audit now populating the Select the Audit Definition field.

2. Save and Return: This button allows users to save the selection and return to the New Audit Plan form.
3. Save and New: This button allows users to save the selection and open a new window to make another selection.

*Once users have saved their selection and returned to the New Audit Plan form, they will find the selected audit populating the grid. Users can then choose to either add more audits to the plan or remove selected audits using the Delete ( ) function.