Who is this article for?

Ideagen EHS users performing an audit.

Access to templates is required.

An audit template is a pre-designed audit program that provides a framework for conducting an audit. It typically includes a standardized format and questionnaires that can be used by auditors to assess the effectiveness of internal controls and compliance with policies and regulations.

Audit templates are designed to provide consistency and structure to the audit process, ensuring that auditors follow a standardized approach and cover all relevant areas during the audit. The use of audit templates can help to save time and improve the quality of the audit, as they provide a clear roadmap for auditors to follow and help to ensure that important areas are not overlooked.

This article outlines:

1. How to Create an Audit Template
2. Further Reading

1. How to Create an Audit Template

1. Click Modules, and then Audit Management.
2. Click Manage Audit Templates.
3. Click New.
4. Enter the required template fields.

• • • Type: Set as either Corporate or Site. Additional sub-type classifications will be required.
    • Recurring Audit: Identify if the audit needs to repeat on a regular period.
    • Protocol Driven: Identify if the audit is linked to a Protocol.
    • Protocol: Select the protocol.
    • Program Type: A categorization of the program.
    • Enable Security: Is the security going to be module level or program level.
    • Perform Risk Assessment to Determine if Action Item Is Required: If selected then a risk assessment must be performed.
    • Require Action Items to Be Verified: Any action items created will need verification.
    • Close Findings When All Action Items Are Closed: If all action items are completed and closed then the findings will be closed.

5. Click Save.

Looking to create a single audit? Visit How to Create an Audit Program for details.

2. Further Reading

• How to Create an Audit Program