1. Audit Plan

After installing template you will have an empty calendar database.

Each Audit will be placed in this database.

You may see this calendar in different format such as timeline and you would filter your audits. You can find more details in the advance section.

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1.1. Create an audit

In this video we create an audit. Please remember to click Audit Report for . . . . . . . .. This will create a template for you.

https://youtu.be/yyBGlKf5OiY

1.3.1. Audit Name

After creating audit report template, name of the audit is editable. Please write your audit name according your organization requirements.

1.3.2. Department

When you click department section, you will open department list from organization database. Just select appropriate department from the list.

1.3.3. Name of Auditors.

You may select auditor names from the members of Teamspace or workspace. Please refer notion official documents for managing your members.

1.3.4. Status

There are three stage for status of the audit report. You would filter your audits according status of the report.

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1.3.5. Tags

You can enter any words as a tag into this field. You may use these tags for better filtering or marking your reports.

1.3.6. Audit Description

Your words to describe audit for auditee, such as target, method and any other special procedures.