12.1.1.1.1. Add Audit Definition to Plan

If the Add button is selected in the Audit Details section of the New Audit Plan form, it will open a pop-up window with the following form:

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 only one value at a time from the list. Users can select an audit either by inputting its name or by clicking on the arrow icon. Unlike most single-select examples, however, in which the arrow icon is used to release a dropdown menu, here, the arrow icon opens the following pop-up window instead:
   
   • 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 retrieves the list of requests that match with the search (based on the values entered).
   • Clear Filter: This button allows users to clear the filters that were used in the previous search.

*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.