Internal Audit Schedule

Here's how to schedule your internal audits in QSToolbox. If you don't already have a Register to collect your Audit Reports, create one first.

Build the Audit Schedule - Simple or Complex

There are two approaches you might take to schedule your internal audits - one for small businesses and the other way for everyone else. Choose one of the following two approaches for your audit schedule.

(A) Simple

suitable for a small business with a simple audit schedule.

If you conduct Internal Audits on a regular basis (e.g. quarterly, monthly, etc) with one person as the lead auditor, then use the date repeat fields in your Internal Audits register to set the frequency of internal audits. (If you've already added and saved the register above, click on 'edit' to access these fields).

To have a risk based audit schedule using this approach, use the description field to plan out the topics to be covered in each audit over the course of the year:

Another option might set up two Registers on different frequencies - one for the low risk areas and another more frequent one for the high risk areas. 

(B) Not so simple

for everyone else

If the simple approach doesn't suit, then you'll create a separate Task for each audit on your schedule. This will allow you to assign each audit to a different auditor on specific dates, and you can include a lot of detailed planning for each audit in the task description and attachments. 

Start the same way as in (A) and create a 'Register' called Internal Audits, but leave the repeating date fields empty. Create the audit schedule on the 'Tasks' tab by adding a Task for each audit.

Give each task a descriptive title to indicate the area that will be audited, assign the task to the auditor, and set the task due date to the scheduled audit date. Click on the task title to open it up and add detailed audit planning information using the description field and/or file attachments.