Creating and Editing an Audit
Only an Audit Manager can create an audit and assigns audits to a Quality Auditor. It is the Quality Auditor, who modifies the audit details and executes all the life cycles in the audit workflow.
To create an audit, perform following steps:
1. Log in to the Windchill with Audit Manager credentials.
2. From the Navigator, click the quality icon 
.
.3. Click Audit. The Audit table page appears.
4. Click 
. The New Audit window appears.
. The New Audit window appears.5. The New Audit window contains the following steps:
Steps | Description |
|---|---|
Set Attributes | Define the attributes for the audit. For more information, see Set Attributes. |
Audit Details | Add audit details. For more information, see Audit Details. |
Set Attachments | Any local attachments can be attached here. For more information, see Attachments Table. |
Select Associations | Displays the Nonconformance and CAPA associated with an audit. For more information, see Association of CAPA and Nonconformance with Audit. |
6. Click Finish. The new audit object is displayed in the Audit table page of that quality container.
Editing an Audit
You can modify the audit criteria or update the association requests using the Edit Audit 
action. You can access the Edit Audit option from the Actions menu on the Audit Information page and in the right-click menu on the Audit Table page.
action. You can access the Edit Audit option from the Actions menu on the Audit Information page and in the right-click menu on the Audit Table page.Reporting Audit
You can generate summary reports of audit objects when an audit is set to the Generate Summary Report life cycle state. The audit report provides overall information about the audit.
To generate an audit report, perform the following steps:
1. From My Tasks table, click an audit task which is in Summary Report state. The Task Information page of the audit opens.
2. Click > . The summary report is generated in a PDF format and saved to a local disk.