> 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/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](/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>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.controlbee.nl/en/checken/auditplanning.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
