12.3. In-Progress Audit Plans

In this section, 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, upon request, searched for in the grid and, if possible, retrieved.

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 retrieves the list of requests that match with the search (based on the values you entered).
6. Clear Filter: This button clears the filters that were used in the previous search.

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 report.
   • In viewing mode, users cannot make any modifications. They can, however, view details in supplemental forms and access/download any available templates.
     • For more details on templates, click here.
2. Export to Excel: This button allows users to export the grid to Excel.