In this article:
Schedule an audit to define what will be reviewed, when the work is due, and who is responsible for completing and approving it. You can create a once-off audit or a repeating schedule, provide instructions or an audit tool, control access, and attach supporting records.
When the audit reaches its start date, Logiqc creates the Action task and assigns it to the Action officer. After the audit is completed, the Approval officer reviews the findings and closes the audit.
Audits provide a systematic way to review operations, processes, controls, and compliance requirements. Scheduling them in Logiqc makes the timing, scope, responsibilities, instructions, evidence, and follow-up traceable in one workflow.
A schedule can generate a single audit or repeat automatically, helping your organisation maintain a planned audit program.
Q: Can I schedule an audit without an audit tool?
A: Yes. The audit tool is optional. You can provide the audit method in the instructions or attach a checklist or other supporting record.
Q: What happens if I assign more than one Action officer?
A: Logiqc creates a separate audit for each Action officer. If several people will work on one audit, assign one lead Action officer and describe the other participants in the instructions.
Q: Can I finish the schedule later?
A: Yes. Select Save as draft. The audit remains in the Draft view until it is completed and submitted.
Before you start
Check the following:
- You have the Schedule audits permission (minimum licence type required: Approve).
- You know the audit scope, timing, Action officer, and Approval officer.
- Any controlled document, instructions, checklist, or supporting record needed for the audit is ready.
Step 1: Go to Schedule audit
Open the Audit register and select Schedule audit.
Navigation path
Select Schedule audit to open the Audit details panel.
Step 2: Complete the Audit details
Describe the audit and choose the source and optional audit tool that apply.
Complete the audit name, type, source, related information, and instructions.
- Description: contains the audit details and schedule.
- Series: shows past and future occurrences created by the schedule.
- Related items: becomes available once the audit is saved - select Add new item to create a new item in another register and link it back automatically, or Link items to search for and connect an existing one.
- Links created through another field, such as Audit tool or Related agreement, are managed from that field, not from Related items.
Add new item or Link items from the audit Related items tab.
| Field | What to enter |
|---|---|
| Audit name | Enter a clear name that identifies the activity, process, or requirement being audited. |
| Audit type | Select Performance audit to assess effectiveness or efficiency, or Compliance audit to assess conformity with defined requirements. |
| Audit source | Select Internal or External. For an external audit, identify the external agency when prompted. |
| Audit tool | Optionally link a controlled document from the Documents register. The Action officer can open it from the task. |
| Related agreement | Optionally link an agreement from the Contracts register. |
| Instruction type | Optionally select pre-programmed instructions when this feature is enabled on your platform. |
| Instructions | Describe the scope, purpose, method, evidence required, and any other information the Action officer needs. |
Step 3: Set the schedule
Select Schedule audit in the Schedule section, then define when the audit starts and how often it repeats.
Use the Scheduler to set the due date, stage durations, and frequency.
| Setting | How it works |
|---|---|
| Approval due date | The date by which the Approval officer must review and close the audit. |
| Action days | The number of days available to complete the audit before the Approval stage begins. |
| Approval days | The number of days the Approval officer has to review and close the audit. |
| Frequency | Select Once off or a repeating interval, then set how often the audit repeats. |
| End | For a repeating schedule, choose No end, End after a number of occurrences, or End by a date. |
| Calculated dates | Logiqc counts back from the Approval due date using Action days and Approval days to display the Start date, Action due date, and Approval due date. |
Step 4: Assign responsibility
Choose the people and organisational areas responsible for completing and overseeing the audit.
| Field | Description |
|---|---|
| Action officer | The person responsible for completing the audit. Selecting multiple people creates a separate audit for each person. |
| Approval officer | The person responsible for reviewing the findings and closing the audit. |
| Related business area | The business area the audit relates to. |
| Related meeting | The meeting with oversight responsibility for the audit. |
Step 5: Set access control
Choose who can access the audit and its attached records.
Step 6: Attach records (optional)
Select Attach to upload a checklist, instruction, supporting file, or link. Use a meaningful record name so the evidence remains easy to identify after the audit is closed.
Read the article to find out more:
Step 7: Submit the audit schedule
Select Submit to create the audit schedule. If you are not ready to submit it, select Save as draft and return to it from the Draft view.
Submit: creates the once-off or recurring audit schedule and its next audit generation.
Save as draft: saves the incomplete schedule without starting the workflow.
Create: to link the audit to another register, use Add new item or Link items on the Related items tab (see Step 2 above) - Link items also lets you connect to something that already exists, which the top-bar Create button cannot do. Create is a shortcut for a brand-new linked item without leaving this page, and Logiqc records the relationship either way.
Other sections
System event history
After the audit is first saved, this section provides a chronological record of changes, assignments, workflow events, and related items.
Expand an event when you need to see more information about it.
What happens next
The schedule appears in the Audit register
Future and recurring audits remain visible in the Audit schedule view.
The Action officer completes the audit
On the start date, the audit moves to In progress and the Action task is assigned.
The Approval officer reviews and closes it
After the Action task is completed, the audit moves to the Close stage.