Creating an Auditee

An auditee defines an entity that identifies one or many person(s), product(s), event(s), process(es), supplier(s), that can be audited. It holds all of the information of the past, current, and scheduled audits for that entity, including any notes/findings related to that entity. A user with the appropriate rights can create an Auditee record.

NOTE: Auditee record activity is displayed in the Activity section of the Auditee record.

From the SmartSolve Portal Page, click the Home tab at the top of the window.
In the Audit Management section of the list, select Create Auditee.
Result: The Auditee entry window is displayed.

Enter the information in the following fields:

Field	Description
Auditee Type*	Click the drop down button and select an auditee type. Auditee types can be either internal, such as Business Unit, or external, such as Customer. Default auditee types include Customer, Supplier, Investigator, Site, CRO, and Business Unit. For more information on configuration, see Auditee Types. NOTE: If Supplier is selected as the Auditee Type, then there will be a Supplier Detail link to the related Supplier record. There must be a supplier ID in the Supplier ID field for this link to display.
Auditee*	Enter a unique name for an internal auditee or zoom to select an external auditee. For more information on configuration for the external auditee, see Clients.
Primary Contact	Enter or zoom to select the primary contact for the auditee. If the auditee type is external, this field defaults to the Org Unit Head.
Risk Factor	Click the up and down arrows to specify the amount of risk associated with the auditee.
Site	Click the Add Site + link and then enter or zoom to select the site associated with the auditee. A site must be configured by an administrator in order for users to be able to create auditees. A site can be added multiple times and tied to different departments. For more information on configuration, see Organization Units. Click the + icon to add an additional auditee site.
Department	Enter or zoom to select the department associated with the auditee. If a site was selected, then the departments that belong to the selected site are displayed in this list. For more information on configuration, see Organization Units.
Contact	For internal auditees only, enter or zoom to select the contact for the auditee site or department.
Process	Click the Add Process + link and then enter or zoom to select a process(operation) associated with the auditee. The processes displayed in the zoom window are defaulted to those set up for the selected site or department. Multiple processes can be selected. For more information on configuration, see Process Setup.
Product	Click the Add Product + link and then enter or zoom to select a product associated with the auditee. The products displayed in the zoom window are defaulted to those set up for the selected site or department. For more information on configuration, see Product Setup.

Click the Sign-off button or click the Cancel button to cancel the record or changes.
Enter your user ID and password and then click the Sign-off button.
Result: The auditee has now been created.