Settings
Audit Management β Definitions β Settings holds the company's templates for the two documents an audit prints: the audit report and the closing summary. It has its own permission (Audit Settings), apart from the audit type's.
Which template is usedβ
- The audit type's own template, if it has one β see Audit types.
- Otherwise the template uploaded here.
- Otherwise the built-in template.
A template applies to documents published after it was uploaded. A report already published keeps its look until the audit's closure is approved again.
Making a templateβ
- Press Download Default Template next to the document. You get the built-in template as an Excel file, with a Fields sheet that lists every field you can use.
- Change it as you need: add your logo, form number and revision to the header, rename or shorten column headings, delete the columns you do not want, add others.
- Upload it in the field on this screen (or on an audit type) and save.
An upload that is not an Excel workbook (.xlsx, .xls) is refused.
Fieldsβ
A field is written {{Name}}, the same way as in document and FD2 report templates; {{Name_Value}} writes the
raw value instead of the formatted one. A cell can mix text and fields (Audit: {{AuditCode}}).
A field of a list β {{Findings.Summary}} β makes its row repeat: the row is copied once per item, and the
rows below move down, so several tables can sit one under another. Put all of a table's fields on one row. The
Fields sheet is not printed.
| Field | Prints |
|---|---|
{{Title}} | The document's title |
{{StatusLine}} | "Draft" on the draft, the publication date on the issued report |
{{AuditCode}}, {{AuditName}} | The audit |
{{ProgramName}}, {{AuditTypeName}}, {{AuditedUnitName}} | Programme, type, audited unit |
{{PlannedDates}}, {{ActualDates}} | Planned and actual dates |
{{Scope}}, {{ManagementSystems}} | Scope and the management systems |
{{ScoreLine}}, {{NotApplicableCount}} | Score and the number of "not applicable" answers |
{{Team.Name}}, {{Team.Role}} | One row per team member |
{{FindingSummary.Label}}, {{FindingSummary.Count}} | One row per finding type |
{{Findings.No}}, {{Findings.Type}}, {{Findings.Summary}}, {{Findings.Detail}}, {{Findings.Question}}, {{Findings.Clause}}, {{Findings.NonconformityCodes}}, {{Findings.ActionCodes}} | One row per finding |
{{Records.FindingNo}}, {{Records.Kind}}, {{Records.Code}}, {{Records.Title}}, {{Records.Detail}}, {{Records.Responsible}}, {{Records.DueDate}}, {{Records.Status}} | One row per DΔ°F or action |
{{Answers.No}}, {{Answers.Question}}, {{Answers.Answer}}, {{Answers.Note}} | One row per question |
The closing summary has {{Title}}, {{AuditCode}}, {{AuditName}}, {{AuditedUnitName}}, {{ClosedOn}},
{{Justification}} and one row per record: {{Rows.FindingNo}}, {{Rows.Finding}}, {{Rows.FindingStatus}},
{{Rows.RecordKind}}, {{Rows.RecordCode}}, {{Rows.Responsible}}, {{Rows.DueDate}}, {{Rows.ClosedDate}}.