12.2. List of All Audit Plans

In this section, users can access a list of all audit plans created using the application.

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 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 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 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 open a pop-up window with 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.
     • For more details on templates, click here.
3. Delete: This button allows users to delete an audit plan.
   • For more details on this function, click here.
4. Export to Excel: This button allows users to export the grid to Excel.