User GuideAuditing Module TasksAdd an Audit Program

Add an Audit Program

What are the different Audit Program types used for?

When you are configuring an Audit Program you will be able to choose between three different kinds of audits:

  1. Internal Audits
  2. Site Audits (you may invite Site contacts to participate in the audit through the Audit Portal)
  3. Site Self-assessments (you may invite Site contacts to participate in the audit through the Audit Portal)

Internal Audits are conducted internally by the auditor and there is no need for collaboration with a third party. However, if you want to audit for example one of your production facilities and involve their staff as Auditees you can set up first a Site in the Contacts module and then create a Site Audit Program. The difference here is that you can now invite the auditees to participate in the audit through the Audit Portal where they can fill in details, submit files, etc.

1. Select Audit Type

Audits are to be conducted by

  1. Selecting the Management menu and selecting Audit.
  2. Choosing the type of audit program you wish to conduct from the three options:
  • Internal Audit
  • Site Audit
  • Site Self-assessment

1.1. Configuring an Internal Audit Program

  1. After the initial type of audit you wish to perform has been selected the user must specify exactly what kind of audit they wish to be conducted. This is then displayed in the banner.
  2. The date you scheduled the audit on.
  3. The start date and time for the audit to begin.
  4. The end date and time you wish for the audit to be completed at.
  5. The Auditor who will be in charge of conducting the audit.
  6. List any employees who will be in attendance for the audit. This tool allows for audits to be scheduled more effectively especially in routine operations meaning an Employee may only be present at a stage of the auditors presence.
  7. Attach any relevant documents that may assist the auditor in advance.

1.2. Configuring a Site Audit Program

  1. Select which Site you want the audit to be associated with. Selecting the Site is important so that you can invite your Site contact people to participate in the audit through the Audit Portal.
  2. Determine which department this Audit is about
  3. Conduct a brief risk assessment
  4. Define the auditors in charge of the Site Audit Program

1.3. Configuring a Site Self-Assessment Program

  1. The type of Audit being conducted
  2. Select which Site you want the audit to be associated with. Selecting the Site is important so that you can invite your Site contact people to participate in the audit through the Audit Portal.
  3. The main contact to be reached in relation to the audit.
  4. Who was the audit completed by?
  5. What was the position of the person who completed the audit.

2. Enable Program Scheduler

See the article on progam scheduling for further assistance.

3. Select Auditees and Procedures

  1. Select any auditees required to be present during the audit.
  2. If there are any associated documents for the audit program you can select them here.

4. Select Audit Checklist & Rating

  1. Select the relevant audit checklist from either your own uploaded Checklists or from system checklists provided by Safefood 360°. You can select multiple checklists at once by ticking all the necessary boxes. Once done picking all the necessary checklists click 'Select'.
  2. Rating allows you to make use of the automatic audit scoring capabilities. The software can calculate your audit score based on a Rating you have already predefined. Alternatively, there is a standard 'Yes / No / Not Applicable' default rating offered.To learn more about

 

For further assistance on how to create a rating that can be used in this segment check out the article.

In the example above we chose to use an existing rating scale from "Poor" to "Excellent" where each score gives you a different number of points. If you want to see the Rating that we have used in the example, make sure you are logged into the "Demo" site in the software and click here to open it.