11.6. Evaluate Requirements

Once the audit schedule is confirmed and the start date/time arrives, the assigned auditor(s) will receive a notification in their Pending Tasks, prompting them to evaluate the audit requirements.

*In this context, ‘assigned auditors’ includes both the lead auditor and any other auditors designated for specific requirements.

*An email notification will also be sent to alert them of the task. For more information on email notifications and their role in the application, click here.

Clicking on either the subject in Pending Tasks or the button in the email will direct users to the Evaluate Requirement form, where they can proceed with their examination.

*For guidance on common form functions, please refer to the dedicated section in the manual.

1. Edit ( ): This button allows users to access and validate a requirement.
   • If selected, it will display the Validate Requirement form.
2. Select to Mark All Requirements as Verified: This checkbox allows users to mark all requirements in the grid as verified and completed.
   • If selected, the Requirement Completed checkbox for each requirement will be automatically checked.
     

     !!If a requirement has an associated checklist that remains incomplete, validation from this field will be omitted.

3. Expand ( ): This button allows users to reveal detailed information within individual grid cells.
   • In the first grid, it displays the full auditor evidence result and the full requirement description.
     

     **The Expand ( ) icon appears in the Auditor Evidence Result column only after evidence for the requirement is entered in the Validate Requirement form.

   • In the second grid, it displays the full audit observation.
     

     **The Expand ( ) icon appears in the Observation column only after observations for the requirement are logged in the Validate Requirement form.

4. General Comments About the Audit: This is a rich text field that allows users to provide comments on the audit.
5. Save Form: This button allows users to save the form.
   • It will remain in the Pending Tasks folder.
6. Submit Audit Results: This button allows users to submit the audit results.
   • Users cannot submit results until all assigned requirements, including any associated checklists, are completed.
     
     !

     If evidence collection is still ongoing when users attempt to submit, they will be notified and prompted to confirm their submission.

     • Confirming will automatically close any tasks assigned to evidence collectors and remove them from the Pending Tasks folder.
   • After submission, the audit manager will be tasked with reviewing and approving the audit results.

*Note that the Observations grid and the General Comments field in this form are visible only to the lead auditor.

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