Conducting audits
You can assess, rate and certify the sustainability of your building(s).
Procedure
1. Plan your audit program for the required period and (sub) portfolio.
2. Go to Audits > Audits.
3. On the Audits selection level, add an audit (= order) for each planned audit.
4. Complete the following data fields:
Field | Description |
|---|
Number | Number of the audit. Auto-populated on creation of the record. |
Standard order | Select the standard order on which the audit is based. |
Description | Enter a relevant description of the audit. |
Parent level | Displays the main audit. |
Property | Enter the property to which the audit applies. |
Order group | Enter the relevant order group for the audit. |
Status | Initial status generated by system. Further changes carried out by user. |
Start date & time | Enter the audit’s start date and time. |
End date & time | Enter the audit’s end date and time. |
Comment | Enter any comments, if required. |
Communication logs | Add relevant communication logs, if required. |
5. Click Save to save your audit data.
6. Set the audit’s status to Audit in progress.
7. Select the relevant audit and go to the Questionnaire tab.
8. At the Questionnaire tab, select the right answer per question.
9. Go to the Communication logs tab.
Here you can add user comments and communication logs per question as audit evidence, where required.
After you have answered all questions, the auditor can proceed by checking the answers given (based on the evidence you provided at the Communication logs tab).
10. Next, set the audit’s status to Audit on hold. The audit can now be assessed in detail by the auditor. The external auditor can validate the audit.
11. To validate an audit, its status has to be set to Audit finalized.
Planon will now calculate the scores.
12. If the auditor cannot validate the audit, he can add his comments (at audit level or at individual questions).