How to create an Audit Type

Audit Types are used to categorise the different kinds of audits your organisation may conduct.

Audit Types allow you to clearly separate different areas of auditing, for example: flight operations, maintenance, ground handling, or safety management systems.

By setting up separate Audit Types, you ensure that each area is assessed according to its own standards, scope, and risk profile.

Each Audit Type must be linked to at least one Audit Checklist, which outlines the specific items that need to be assessed during the audit. 

See How to create an Audit Checklist to learn how to create a checklist.

To create a new audit type:

1. Go to Site Setup > Audits > Audit Type Register.
   
   
    
    
2. Click New Audit Type.
   
   
    
    
3. Enter a name for the audit type in the Audit Type Name field.
   
   
    
    
4. Provide a description in the Description field.
   
   
   
   
   
5. Select the relevant options from the Audit Class and Audit Area drop-down lists.
   
   If you do not find the appropriate options, they can be added in different areas of the setup.
   
   See How to create a new Audit Class and How to add new Audit and Hazard Areas using the Audit Setup?
   
   
    
6. In the respective fields, enter the Criteria, Scope, and Objectives of this Audit Type.
   
   
    
7. Choose the appropriate Default Risk Index from the drop-down list.
    
   • The Risk can be changed by an Auditor when the audit is being conducted.
   • The Risk options you see refer to your organisation's Risk Matrix. 
     
     
      
8. Select the Checklist Template(s) that will be used for this Audit Type.
    
   1. In the Available Checklists column, select one of the Checklists.
       

   2. Press on the arrow to move the checklist over to the Selected Checklists column.
      
      
      You can repeat this with more checklists.
       

      There is no direct Save button for this area - the checklist choice will be saved when the Audit Type is.
      
       

9. When done, scroll up to the top of the page and click the Update button to save the Audit Type.

Your Audit Type is now saved in the Audit Type Register.

In the Audit Type Register, you can also:

• Preview the Audit Type information
  
  
   

• Edit and deactivate the Audit Types
   

  1. Click on the Magnifying Glass to preview the Audit Type.
     
     
      
  2. In the top right corner of the page, choose whether you wish to Edit or Set Non-Active the Audit Type.
     
     
      

• Filter to find the specific Audit Type
  
  
   

• Go to the Audit Schedule
  
  
   

Audit Type Register is a place to store and manage your Audit Types. It is not where the audits are conducted.