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Audit Management
Audit management is required for conducting audit externally or internally i.e. audit within the plant or audit activity outside of the plant. Transaction Code: PLMD_AUDIT Run the above T Code to get the below shown screen
Click on the shown icon and then select audit plan
Click on the Audit plan to create the new audit. We get below shown screen on clicking the audit.
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Write audit Plan in given tab
Click On TEXTS after filling all the tabs
Write Description for Audit plan
Enter Start Date
Enter Grouping and Search field
After filling all the tabs click on Texts tab to get the next screen.
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After writing description click on Contact person tab
1. Here description of the audit plan is to be written
On clicking the contact person tab, we get the below shown screen.
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After filling contact details click on the status tab
Write BP Number of the approver and person responsible
After mentioning the Approver and person responsible, click on the status tab to get the next screen.
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Click on Set system status to release or set approval requirement (as per need)
Click on Admin Data
Let us select Release i.e. the audit plan has been created and will be released after selecting release, then after click on Admin Data.
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Enter Authorization Group
After entering Authorization Group, click on Save or press Ctrl+S. Now the audit plan has been created and is to be approved.
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Now the approver will open the audit plan for its approval. Run the transaction code PLM_AUDITMONITOR to get the below shown screen
Select Audit plans
Select to be processed status
After selecting the mentioned tabs, execute the screen or press F8 to get the next screen.
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Click on Audit Components
Select the row
Select the row of audit plan created and click on audit components to get the next screen.
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ASSIGN AUDIT TO THE AUDIT PLAN
Click on the create button and select Audit
Now the audit will be defined under audit plan by clicking on create button and selecting Audit.
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1. Enter audit name
2. Enter Audit Description
After filling all require fields click on Texts
3. Enter Audit type
4. Enter Audit trigger
5. Enter all the fields existing in Audit object section
6. Enter planned start and planned finish
7. Enter grouping & search field
On clicking the Texts tab we get the next screen.
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Fill the fields and click on Participants tab
Enter the description of audit in the space provided
After entering the description click on participants tab to get the next screen.
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Click on Results after adding role partners
Enter the person responsible for audit and the lead auditor
Click On results after adding role partners to get the next screen.
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Click on Status after filling all tabs
1. Enter Procedures 2. Enter Rating Profile
3. Enter Minimum Result to pass
Enter all the required tabs and click on status to get the next screen.
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Select Admin Data after setting system status
Set System Status as Release
Set system status as released and then select admin data after setting system status to get the next screen.
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Assign Question to the Audit in the Audit Plan Run the T code PLM_Auditmonitor to get the initial screen
elect Audit plans
Select to be Processed status
Now click on Execute after selecting required fields.
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Click on create and assign a Question to the audit
After assigning Question list to the audit, get the next screen.
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Click on Audit Components
Select the row
Select the row of audit plan created and click on audit components to get the next screen.
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1. Enter Audit Question List
2. Enter Description
After filling all tabs click on texts
3. Hierarchy Prof
4. Enter Grouping and search field
Click on texts after filling all the tabs to get the next screen.
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Click on Valuation specs
Enter Description of Question List
Click on valuation specifications after entering the description field to get the next screen
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Click on all tabs and then click on admin data
1. Enter Procedures 2. Enter Priority
3. Enter Minimum Result 4. Enter Valuation Profile 5. Enter Valuation Proposal
Fill all the required tabs and then click on Admin Data tab to get the next screen.
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Enter the authorization group and then click on Save. Assign Corrective and Preventive Action to the question list
Click On Valuation
Click on Valuation to get the next screen as shown below.
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Click On Corrective and Preventive Action after comments
Write comments about the audit conducted
Click on corrective and preventive action tab for assigning CAPA under the Question List as shown in below shown screen.
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Click on texts after filling all the fields
1. Enter planned start date 2. Enter actual start date 4. Enter to be completed by date 3. Enter Grouping and search field
Click on texts after filling all the fields to get the next screen.
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Click on Contact Persons after adding deccription
Enter Description of the CAPA in the shown screen
Add description of the CAPA and click on Contact Persons to get the next screen.
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Click on Status after role assignment
1. Enter the BP No. of person responsible
2. Enter the BP No. of Lead Auditor
Click on status after assigning BP roles to get the new screen.
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Click on set status as open
Click on admin data after setting system status
On clicking set status as OPEN the system status will become outstanding and the status will be changed once the CAPA has been performed. Now click on admin data tab after setting system status as outstanding.
Enter Authorization group
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Click on save. Now the auditor will see that the actions have been performed physically or not and then he will complete the corrective and preventive action. Now the corrective and preventive action will be completed by the auditor. Run T Code PLM_Auditmonitor
Click on Execute after selecting preferred fields
1. Click on Corrective and Preventive action
2. Click On to be processed
Click execute after selecting the shown check icons.
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Select the row and click on Audit Compon ents
Select the row and click on Audit Components to get below screen.
Bring the screen in change mode
Click on basic data
Bring the screen in change mode and click on basic data tab to get the next screen.
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Click on status after entering actual finish Date
Enter Actual finish date
Select system status as completed
Select System status as completed and then click on Save.
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Print Preview of CAPA can be seen as shown below
Click on Print Preview to see the print preview of capa
CAPA has been completed now. Now we have to evaluate the audit. Now we have to open the audit.
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Run the t code PLM_Auditmonitor
Click Execute
1. Select Audits
2. Select to be processed
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Enter Result Calculated and then click on valuate
Then save the screen. Now audit plan has to be completed. Open audit plan using t code PLM_Auditmonitor and that will be completed by the lead auditor.
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Select system status as complete
Now select complete as set system status. Now a complete audit has been completed. Click on Save.
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