15. In-Progress Audit Plans

In this module, users can access the list of audit plans that are currently in progress.

Search Panel

All fields inside the search panel act as search boxes. Any value inputted inside them will be used as search criteria to filter and retrieve data from the grid, if possible.

1. Audit Plan ID: This is a numeric field that allows users to filter by audit plan ID.
2. Execution Date: This is a date picker that allows users to filter by the execution date of the audit.
3. Schedule Start Date: This is a date picker that allows users to filter by the scheduled start date of the audit plan.
4. Lead Auditor: This is a single-select dropdown field that allows users to filter by the lead auditor of the audit plan.
5. Filter: This button filters the results according to the entered search criteria.
6. Clear Filter: This button clears the filters that were used in the previous search and allows users to again view the full data set.

Grid

Inside the grid, audit plans are organized by values derived from the Plan & Execute Audits workflow. The audit plans listed in this grid are all still in progress.

1. View ( ): This button allows users to view an audit plan.
   • In viewing mode, users cannot make any modifications. They can, however, view details in supplemental forms and access/download any available templates.

*To access additional options or perform actions related to the grid, please utilize the kebab menu ( ) located in the upper rightmost corner.