12. List of All Audit Plans

In this module, users can access and manage the list of audit plans created within the application.

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 text field that allows users to filter by audit plan ID.
2. Audit Plan Name: This is a text field that allows users to filter by the name of the audit plan.
3. Scheduled Start Date: This is a date picker that allows users to filter by the scheduled start date of the audit plan.
4. Execution Date: This is a date picker that allows users to filter by the execution date 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 their ID, name, scheduled start date, and execution date. These values are derived from the Plan & Execute Audits workflow.

*For more details on this type of grid and its features, click here.

1. Add: This button allows users to add a new audit plan.
   • If selected, it will display the New Audit Plan form.
2. 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.
3. Delete ( ): This button allows users to delete an audit plan.
   

   **To confirm the deletion of items in the grid, click on the Save Changes button or simply click outside the grid. To undo deletion, click on either the Discard Changes button or the Undo ( ) icon.

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