> For the complete documentation index, see [llms.txt](https://docs.controlbee.nl/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.controlbee.nl/controlbee-docs/en/checken/auditplanning.md).

# Audit planning

Plan internal process audits based on the validity of processes

Internal audits are scheduled using audit schedules. The user creates a schedule of internal process audits based on the validity of the processes. If an audit is scheduled, the planned date is shown in this overview and can be edited.

<figure><img src="https://3156569376-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGr73dCEp7VK8XigZ4lH9%2Fuploads%2Fgit-blob-2c30659c4fbfede2cb797114ac249256f5a84e66%2Fchecken-auditplanning-01.png?alt=media" alt="Uitleg auditplanning"><figcaption></figcaption></figure>

## Determine periodicity

In the audit planning overview, a periodicity can be set per process, which serves as a guideline for the audit frequency.

{% hint style="info" %}
As soon as the auditor enters a date for the next audit when completing a process audit, this periodicity is used to automatically suggest a date.
{% endhint %}

## Create audit schedule

Using the plus button in the overview, or directly from the process overview, an audit schedule can be created.

When creating it, the user specifies the planned date, the auditor, the auditee, and any points of attention for the audit. The process name is prefilled and cannot be changed.

After the audit schedule has been saved, it can be edited or a process audit can be created for the specified process. See [Process audits](/controlbee-docs/en/checken/proces-audits.md).

<figure><img src="https://3156569376-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGr73dCEp7VK8XigZ4lH9%2Fuploads%2Fgit-blob-2c4b086b79ea91f139da4be63d171e01d3b7478e%2Fchecken-auditplanning-02.png?alt=media" alt="Aanmaken auditplanning"><figcaption></figcaption></figure>

<figure><img src="https://3156569376-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGr73dCEp7VK8XigZ4lH9%2Fuploads%2Fgit-blob-975aec58aea50374d3c9e5fbb9d556350aeaad43%2Fchecken-auditplanning-03.png?alt=media" alt="Aanmaken auditplanning"><figcaption></figcaption></figure>

## Export audit schedule

To get an overview of the planned audits, it can be exported to Excel.

<figure><img src="https://3156569376-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGr73dCEp7VK8XigZ4lH9%2Fuploads%2Fgit-blob-60e0a1cfbd7687cb68a86d064be29622d66a5741%2Fchecken-auditplanning-04.png?alt=media" alt="Auditplanning exporteren"><figcaption></figcaption></figure>


---

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