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Inputting the sites for your audit

This article will walk you through the process for identifying and inputting the sites of the company that you will be inputting

R
Written by Radha Saikia
Updated over a month ago

Scope

There are 3 parts to defining the scope of the audit:

Select Content

Site Sampling

Interview Planning

Scope > Site Sampling Summary

In this tab, you will input all sites for the company being audited. Once all sites are listed, you can identify which will be visited, which sites will include interviews, and which sites will have documentation review.

Here are the recommended steps:

  • Add the individual corporate sites

  • Add the number of employees in each role at each site.

    • When setting up the employee levels, use the organizational chart to ensure you enter the correct number of levels, keeping in mind that the company job descriptions may not align 100% with the audit roles.

  • IMPORTANT: Check the sites that will be Included in the audit (see the image below). There are 3 Options available when selecting sites to include:

    1. The first option is 1-Column Site Selection - select all the sites that will be visited physically or virtually during the audit. You will be asked to complete all 3 evidence gathering steps, Documentation review (D), conducting interviews (I) and Observation tours (O) at each visited site.

    2. The next option is 3-Column Site Selection - select only the evidence gathering steps, Documentation review (D), conducting interviews (I) and Observation tours (O) that are applicable for the sites included in the audit.

    3. The final option is to Adjust details for included sites which allows you to toggle between the 1-Column Site Selection and the 3-Column Site Selection options.

In the case of large audits with over 30 sites you may request authorization to adjust the number of Minimum required site visits.

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