The basic workflow for auditing in SMS Pro is performed more or less in the following order:
Auditing Dashboard
Auditing dashboard allows users to view and quickly access upcoming scheduled audits, audits past due, those in progress, and those recently completed.
Additionally, a quick menu allows you to access the audit scheduler, calendar, and reporting features.
Charting tools allow you to view statistics about your audits such as number started on time and average findings per audit.
Auditing Calendar
The Auditing Calendar allows users to quickly view audits that have been scheduled, as well as view details about those audits.
Additionally, managers can schedule audits right from the calendar.
Auditing Tool
The Auditing tool is where the audit is performed. Here a member of the auditing team is able to answer the questions from the selected form(s), as well as identify Findigs or Concerns in the audit. Attachments can be added to support the responses of each question.
When the audit is complete, team members can notify the assigned manager the audit is complete, allowing the manager to review the audit before accepting it as complete. Upon accepting the audit as complete. Findings (and concerns that were identified to be submitted as issues) will be created as issues to manage in the Issue Manager grouped together by audit.
In addition to performing audits within the SMS Pro web application, there is an offline version available. The offline auditing tool allowing you to conduct the audit right from your favorite device, as you are performing the audit, then sync it to your SMS Pro server as you progress through the audit.
Finding Manager
SMS Pro's auditing tool allows for the option of managing findings in the Auditing Module (as opposed to in the Issue Manager). Here more flexibility is offered, allowing managers to assign findings to different divisions and update the audit's Corrective Action Plan.
Audit Reports
Auditing reports allow managers to view the company's audit plan, analyze repeat findings, and review issues that have been audited by an external auditor.