Create an Audit/Inspection

This knowledge article provides clear, step-by-step instructions for creating an audit or inspection, covering both one-off and recurring audits.

 Click the video icon to view the video tutorial for audit creation.

---

You can create an Audit or Inspection in two ways: from the Checklist menu or the Audit menu.
Both methods lead to the same Audit form. Follow the steps for your preferred starting point, then continue with the shared steps below.

Option 1: Create from the Checklist Menu

1. Log into BSIConnect.app

2. Select Checklists from menu on the left.

    

3. Hover over the required checklist and select Create Audit from the options on the right (the Checklist must be in a Published state).

4. A new Audit record will open.

Option 2: Create from the Audit Menu

1. Log into BSIConnect.app

2. Select Audits from the menu on the left.

   

3. Select Add New.
4. A new Audit record will open.

Section 1.0 - Tags

1. Enter the Audit Title.

   When completing the form, * denotes mandatory field.

2. Select Lead Auditor 

• Start typing the name, or

• Select the person icon to search. 

3. Select Audit Team

• Start typing the team member’s name, or

• Select the person icon to search.

4. Select the Audit Location(s).

• Start typing the location name, or

• Select the location icon to view available options.

5. Select Standards 

• Start typing the standard name, or

• Use the standards tree to browse and select.

Section 2.0 - Audit Scope

In this section, determine whether the audit or inspection is a one-time event or part of a recurring schedule.

1. Select the Scheduled Date.

• Type the date directly, or

• Use the calendar icon to select a date.

2. Select the Due Date.

• Type the date directly, or

• Use the calendar icon to select a date.

3. Select any associated Processes.

• Start typing the process name, or

• Use the tree icon to search.

4. Select any associated Departments.

• Start typing the department name, or

• Use the tree icon to search.

5. Enter the details of the Audit Scope, Objective and Criteria.

Section 3.0 - Checklist

1. Next, go to the Checklist section of the Audit.

2. If the Audit was created from a Checklist:
   The Checklist details will already be populated. No further action is required. 

3.  If the Audit was created from the Audit menu and you already have a Checklist:

• Select Add Existing.

• A list of available Checklists will be displayed.

• Select the required Checklist.

• Select Apply to attach the Checklist to the Audit.

4. Select Save or let autosave kick in, the Audit is in Draft status, where further changes can be made if required.  When you are ready, select Schedule, the audit is now ready to be conducted OR if you wish to make this a recurring audit, follow the next steps:

How to Set Up Recurrence Settings

 The audit must be in a scheduled state to enable recurrence.   Please  note recurrence is only available for newly created audits and cannot be applied to audits that are in an 'open' state. 

1. Ensure you are in the audit record.
2. Select Make Recurring to open the Recurrence Settings window.

3. In Series Name, enter a name for the recurring series.
   This name groups and links all audits/inspections created as part of this series.
4. Select the Scheduled Date for the first occurrence.
   This is the date the first audit/inspection will be created.
5. Under Repeat, choose how often the audit/inspection should occur:
   Daily, Weekly, Monthly, or Yearly.
6. In Repeat every, enter the number of days, weeks, months, or years between each occurrence.
7. Under Repeat on, choose when the audit/inspection should repeat.

• Depending on the repeat option selected, you may choose a specific day of the month or a weekday pattern (for example, the first Sunday).

8. Under End the series, choose when the recurrence should stop:

• Select On and choose an end date, or
• Select After and enter the number of occurrences.

9. In The Due Date follows the Scheduled Date by, select how many days after the scheduled date the audit/inspection is due.

• To make the scheduled date and due date the same, select 0 days.

10. Select Update Series to save your changes.

11. You will be prompted to confirm the changes, select Update to proceed.

Other Resources

• For information on how to Manage a Recurring Audit Series, click here.
• For information on how to Conduct an Audit, click here.