11.2. Schedule Audit

When the specified Start of Audit Scheduling date is reached, the team leader will receive a notification in their Pending Tasks, prompting them to schedule the audit.

*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 Schedule Audit form. In this form, users can set the audit schedule, assign participants, and organize the audit details.

1. Accordions: The form includes several collapsible sections, known as accordions, which each serve a specific purpose.
   • Participants & Audit Schedule
   • Requirements & Auditors
   • Evidence Collectors & Dates
     

     **The Evidence Collectors & Dates accordion will only appear if at least one requirement is linked to a test. If no requirements are linked to tests, or if the tests lack associated evidence, this accordion will not be included.

2. Save Form: This button allows users to save the form.
   • It will remain in the Pending Tasks folder.
3. Establish Contact: This button allows the team leader to establish contact with the designated resources.
   • The lead auditor will be tasked with assigning auditors.
   • The lead evidence collector will be tasked with assigning collectors.
     

     **The Assign Collectors task is only issued if at least one requirement is linked to a test. If no requirements are linked to tests, or if the tests lack associated evidence, this task will not apply.

   • An email will notify the team leader and relevant resources about the new audit and its schedule.
     

     *Resources include the lead auditor, lead evidence collector, and auditees, as assigned by the team leader in the Participants & Audit Schedule accordion.