Home

5 The WissIntra® NG Audit Manager

1. 3 First steps The WissIntra NG Audit Manager is one of the modules of the WisslIntra9 Suite It is also available as standalone solution Thus it is not only useful for standard organizations but also applicable in enterprises The manifold setting options of enable the users to customize this module according to their needs branch and enterprise requirements HOW TO Define administrator settings so that you can customize the software to your needs and requirements Create an audit program e Create an audit Manage guidelines and standards Assign critiera from processes and guidelines Create an audit report e Search and find the terms and definitions around the audit in the glossary 2015 k k information services GmbH First steps 11 3 1 Registration gt When starting WissIntra9 NG the following window opens WissIntra Login Username Username Password Password Password forgotten Es 1 Enter your username and password 2 Select the flag for the surface language Note Q The flag symbol refers exclusively to the language of this log in mask As soon as you logged in and worked in WissIntra the company language will be displayed as default language for the next log in If you like to change this simply click on the symbol in WisslIntra f Password forgotten 3 If you have forgotten your password click on the button l gt Then the following dialo
2. Save amp Close 3 With a click Save amp Close on you can save the entry and leave the window 2015 k k information services GmbH Settings 23 4 4 Administrator settings As administrator you can conduct the following actions Create edit and delete audit characters Create edit and delete audit types e Configure and define notifications Manage roles Manage guidelines Assigning permissions Note Refer to the WissIntra NG administration manuals installation requirements configuration for all further information Navigate to User gt Administrator Settings to the overview WissIntra LI Table options Reports 4 Profile Settings New Audit Program lt n i IPIE Audit overview Audit overview Fi Settings oraka 3 Future audits gt Statistics Logoff Past Audits New 25 items per page Filter gt Audit programs Y State Y Title Y Number Category Y Lead Auditor Check of Fax machine 0 00 Product Audit Mister De SW Product Audit 11654 Product Audit Mister Sa SW Product Versioni Audit 11654 Product Audit SW Product Version2 Audit 11654 Product Audit Re Certification Audit 270 Performance Audit Mister Dip Tinnitus Hearing Device AG 932 System Audit Ms Maier The following tab opens in the browser 2015 k k information services GmbH 24 Wisslntra amp Settings Settings Basic Settings I Languages Process
3. Audit Re Certification Audit Audit Title Re Certification Audit 2015 k k information services GmbH The WissIntra NG Audit Manager 105 Note Q Settings for the search can be defined in the administrator settings and configurations For further information see the corresponding administrator manual 2015 k k information services GmbH 106 Wisslntra amp 6 Glossary The following terms derive from ISO 19011 chapter 3 terms and definitions audit evidence records statements of fact or other information which are relevant to the audit criteria and verifiable audit findings results of the evaluation of the collected audit evidence against audit criteria audit conclusion outcome of an audit a Hs ter consideration of the audit objectives and all audit findings audit client organization or person requesting an audit auditee organization being audited auditor person who conducts an audit audit team one or more auditors conducting an audit supported if needed by technical experts technical expert person who provides specific knowledge or expertise to the audit team observer person who accompanies the audit team but does not audit e guide advisor person appointed by the auditee to assist the audit team audit programme arrangements for a set of one or more audits planned for a specific time frame and directed towards a specific purpose 2015 k k information services GmbH Gl
4. gt You can see or edit the following information ee aE chapter and paragraph of the criterion is displayed een evaluation scheme chosen at the start of the audit program is displayed Guideline language down menu Explanation Enter a text to describe the criterion in more detail i a Save amp Close 3 By clicking on the button Save amp Close you can save the entry and return to the detail view Close Select the language of your guideline via drop 4 By clicking on you can leave the window 2015 k k information services GmbH 38 Wisslntra amp 4 72 New chapter 1 Navigate to the Guideline overview New Chapter 2 Click on i gt The following dialog window opens New Chapter General Criteria Chapter Chapter Short Description Short Description Content Explanation More Save amp gt You can enter the following information Chapter Entera meaningful title for the chapter Short Description Enter a short description of the chapter Content Enter the content of the chapter Explanation 1 Enteran explanation into the field 2015 k k information services GmbH Settings 39 gt f you have filled out the fields and saved the entry the TAB CRITERIA can be filled out Edit chapter General Criteria gt a t ve Process orientation Content 9 Was a process oriented approach used
5. Closing the audit including actions 2015 k k information services GmbH The WissIntra NG Audit Manager 49 5 2 1 Creating an audit Navigate to the WissIntra NG Audit Manager module by clicking on the g symbol To create a new audit proceed as follows New v 1 Click on the New button In the table overview a drop down menu appears WissIntra f Table options Reports New Audit Program Audit overview Audit overview SuleJD0 1d Current audits Future audits gt Statistics Past Audits New v 25 M Items per page Matrix Audit gt Audit programs Y Title Sequential Audit Single Audit Check of Fax machine Joint Audit SW Product Audit Note Q If you have selected the audit type once it cannot be changed Itis only possible to delete the audit and generate a new one 2 Select one of these_audit types e Combined e Matrix e Sequential e Single e Joint 2015 k k information services GmbH 50 Wisslntra amp The following dialog window opens in edit mode New Audit x General Title Title Number Q Number Type Q Single Category System Audit M Guidelines Please select v State In planning Program Please select M Address 9 Planned Start Date dd mm yyyy Start date dd mm yyyy End date More Save amp Close Save Close 2015 k k information services GmbH The W
6. Participant This indicates further participants internal and external of the audit The 2015 k k information services GmbH The WissIntra NG Audit Manager 97 r me can be changed on the TAB TEAM Address his indicates the address of the auditee It can be changed on the TAB h T GENERAL his displays the period in which the audit takes place m 1 G is displays the audit objectives that were defined in the TAB ENERAL before Documents This indicates documents that refer to the audit report They were attached in the TAB GENERAL Comment This is a textfield where you can enter a comment concerning the audit Insert a comment for this report for example a statement on the degree to which the audit criteria have been fulfilled audit conclusions or a summary of the audit process areas that have not been covered implications for the audit program or subsequent audits opportunities for improvement etc In case of a combined For e g in case of a combined audit there are several lead auditors audit further Guidelines displayed and several guidelines are displayed here Lead auditor This displays the name of the lead auditor as defined in the TAB TEAM Overveiw This displays the overview according to the scheme for e g VDA scheme shows percentages Criteria This displays the criterria of the scheme Process This displays the criterion assigned to the process Rating This displays t
7. 111 Until 20 04 2015 Documents Assessment Scheme ISO n a Not Effective Partially effective Full Effective 1 0 1 0 2015 k k information services GmbH 94 Wisslntra amp The following information is Audit type Audit category Program uidelines Lead auditor Address ime Period Objectives In case of a combined audit further Guidelines re displayed here riterion information Lead auditor displayed here The informationen about the audit are displayed here They were entered in the TAB GENERAL and can be edited only there This indicates the audit type It was selected when the audit was generated It cannot be changed This indicates the audit category It can be changed on the TAB GENERAL This indicates the evaluation on which the rating is based is indicates the lead auditor The name can be changed on the TAB TEAM This indicates further participants internal and external of the audit The name can be changed on the TAB TEAM This indicates the address of the auditee It can be changed on the TAB GENERAL This displays the audit objectives that were defined in the TAB GENERAL before This indicates documents that refer to the audit report They were attached in the TAB GENERAL This is a textfield where you can enter a comment concerning the audit Insert a comment for this report for example a statement on the degree to which the audit criteria have been fulfilled audit concl
8. 18001 2007 12 BS OHSAS QMS management system in a coherent way or to document it VDA 6 4 2005 gt 02 Process Advice Quality management systems should be designed in a VDA 6 2 2004 orientation process oriented way IRIS 2008 06 9001 2008 12 ISO g o3 Interdependencies Explanation The ISO 9001 contains requirements to a quality SI to ISO 9004 management sytem whereas ISO 9004 provides instructions for 27001 2008 09 ISO IEC further objectives 16949 2009 11 ISO TS 31000 2009 ISO B gt 0 4 Interdependencies Explanation The explicitly stated purpose of ISO 9001 is to VDA 6 3 2010 Produktion to other harmonize with international guidelines for management systems iU Di Management and to be connected with these other systems Systems EMAS III 9110 2011 02 DIN EN O 11 Scope of ISO 9001 Explanation Basically all requirements of the ISO 9001 for the gt As with the other modules you can filter search and sort these column titles To create a new guideline refer to the following chapter 2015 k k information services GmbH 36 Wisslntra amp 4 7 1 Add a new guideline 1 Navigate to Administrator P Settings gt Settings gt Audit Manager Guidelines 2 Click New Guideline Click o The following dialog window opens New Guideline Title Title Assessment Scheme Q Please select v Guideline language SIG en GB Explanation 2015 k k information services GmbH Settings 37
9. Create new role ssh Save amp Close N 5 By clicking on the button Save amp Close you can save the entry and return to the detail view Close 6 By clicking on you can leave the window 2015 k k information services GmbH Settings 35 4 7 Guidelines gt Following guidelines are available e ISO e VDA 1 Navigate via WissIntra NG Audit Manager Module to Settings gt Audit Manager Guidelines The following table opens M en GB amp abe Preferences New Guideline Select Guideline Basel II Rating 222 93 42 EWG 2007 09 saujapino A Gefaehrdungsbeurteilung 14001 2009 11 ISO Gesetze Vorschriften 13485 2010 01 ISO IATF Kunden 18001 2007 12 BS OHSAS VDA 6 4 2005 VDA 6 2 2004 IRIS 2008 06 9001 2008 12 ISO 27001 2008 09 ISO IEC 16949 2009 11 ISO TS in the left frame there is a treeview with a list of all deposited guidelines gt f you click on a guideline it will be shown on the main screen with a short description and explanation Preferences i i Men cB amp abe New Guideline lt mI o 9001 2008 ISO EN Basel II Rating 222 E E 93 42 EWG 2007 09 s Gefaehrdungsbeurteilung New Chapter New Subchapter Filter 14001 2009 11 ISO oS ws a vj Ly LY Y POORA NOsHWINAD Chapter Short Content Explanation 13485 2010 01 ISO Description IATF Kunden gt 01 Structure of the Note This norm does not require to structure the quality
10. Navigate to the TAB REPORT Edit audit General Team Plan Criteria Rating Report General Audit type Single Lead Auditor Mr M ller Markus 888 Objectives Comment Audit category Program Procedure audit 11 Participant Address Mr Meyer Mathis admin Mr Polsch Henrik 111 Guidelines EN ISO EEE 9001 Time Period From 20 04 2015 Until 20 04 2015 Documents 2015 k k information services GmbH 92 Wisslntra amp Based on the evaluation scheme the dialog window displays SO audit report e VDA audit report More 4 f n gt If you click on the A button the following options for audits are available e Add as favorite Delete e Print Auditreport Auditplan Close 3 With a click on you can close the dialog window 2015 k k information services GmbH Audit report ISO The WissIntra NG Audit Manager 93 The TAB REPORT displays for the ISO evaluation scheme the following dialog window IT Services 1 General Team Plan Criteria General Audit type Single Lead Auditor Mr M ller Markus 888 Objectives Comment EN ISO EEE 9001 Lead Auditor Mr M ller Markus 888 Overview Result Not assessed 4 Comment More a Rating Report Audit category Program Guidelines Procedure audit 11 EN ISO EEE 9001 Participant Address Time Period Mr Meyer Mathis admin From 20 04 2015 Mr Polsch Henrik
11. 0 00 ox General Team Plan Criteria Rating Report all gt gt 0 1 Guideline 9110 2007 Actions To Action FAX MACHINE Assessment me effective Finding Fax machine is not available for all employees since it is located in an area that only teamleaders have acccess to Finding Type Improvement Advice Assessment explanation The faxmachine should be positioned in an area where all employees have access to that need to use the machine It is not acceptable to withdraw resources to carry out a task Documents 0 1 1a Guideline 9110 2007 Actions Assessment Finding Findina Tvne ome If you click on the link the dialog window in the actionmanager opens and displays the finding in the actionmanager FAX MACHINE DT Finding Cause Tasks Effectiveness Origin Audit Manager Found in Check of Fax machine Priority Medium Category if In planning Responsible Mister Sauer Oliver OSA Initiator Ms Dr Berk Andrea abe Program Actionmanager Found at 09 09 2014 Finding Fax machine is not available for all employees since it is located in an area that only teamleaders have acccess to More a g Displays the criteria and requirements of the guideline isplays the explanation for the review options D Assessment Displays the explanation to assess the criterion 2015 k k information services GmbH The WissIntra NG Audit Manager 83 explanation We ee ee Documents Here you can see attached documen
12. 08 2014 17 00 Internal Participants Mister Dr Hayer Michael mha External Participants manfred petzold kuk is de Team Ms Dr Schellmann Kathrin ksc Areas IT services divsion Content This audit checks if the requirements of ISO 9110 2007 are met Documents 2015 k k information services GmbH The WissIntra NG Audit Manager 67 gt You can see the following information itle Indicates the title of the audit plan ate and time from Indicates the starting date and time of the audit ate and time until Indicates the end date and time of the audit Indicates the internal persons involved such as staff External participants Indicates the external participants such as third parties Team Indicates the members of the audit team and who are involved in the activities where the audit takes place reas ndicates the areas which will be audited ontent ndicates the content of the agenda If you click on this symbol you can drag the entry upwards or downwards A click on this symbol deletes the entry More gt If you click on the button the following options are available e Add as favorite Delete e Print Auditreport Auditplan ne Save amp Close on 5 By clicking on the button you can save the entry and return to the detail view Close 6 By clicking on _Close you can leave the window 2015 k k information services GmbH 68 Wisslntra amp Edit audit plan
13. Displays the explanation to assess the criterion In edit mode Insert an explanation for this assessment for e g which reasons or evidence led ou to your assessment You can upload link select a document Upload The newly created original document is uploaded into the system as a copy and thus will be available in WisslIntra Link The document that is already existing in the network is linked to WissIntra and thus available without being integrated into the system If the document is moved or deleted the link will be dead Select The already uploaded document is available and can be selected by a list in WisslIntra IN Attach a document by clicking on B Click on to enter the path where they are stored A mask opens where you can enter all information concerning the document and e Save confirm by clicking E button the following options for audits are available Print Auditreport Auditplan Tus Save amp Close um 2 By clicking on the button you can save the entry and return to the detail view 3 By clicking on you can leave the window 2015 k k information services GmbH 5 2 6 Audit report The WissIntra NG Audit Manager 91 The WissIntra NG Audit Manager enables the program manager or lead auditor to create and print audit reports gt To do this proceed as follows 1 Navigate to the WissIntra NG Audit Manager and open an audit dialog window 2
14. Manager E mail Notifications LDAP Settings Error Export Locations License Overview 5 Audit Manager Master Language Interface Texts 3 Action Manager Notifications No of Responsibles Interface Types di Documents Notifications Guidelines Notifications Notifications Storage Location Trash Bin Checked out Documents 2015 k k information services GmbH Settings 25 4 4 1 Audit category gt Administrators can define the categories in the settings This information is displayed in the table overview System audit Process audit Product audit Performance audit e Procedure audit Compliance audit Note Please note multilingualism 2015 k k information services GmbH 26 Wisslntra amp 4 4 2 Audittype Administrators can define the audit type in the settings Before creating a new audit the user needs to select the audit type via drop down menu e Single Combined e Joint Matrix e Sequential Note Q If the audit type has been selected once it cannot be changed afterwards Each audit type has different impact on the contents If you made a mistake with the selection of the type you can only delete the audit and create a new one Select the Audit type gt The selection of each audit type has impact on reports and evaluation of the audits Take this into account when selecting the pre defined audit type gt The follwing types ar
15. More f gt If you click on the button the following options are available Add as favorite Delete Print Auditreport Auditplan Close 2 With a click on the button Cse you can close the dialog window 2015 k k information services GmbH 64 Wisslntra amp Edit audit team To edit an audit team proceed as follows 1 Navigate to the WissIntra NG Audit Manager Module 2 Click in the overview on an existing audit or 3 Select the audit from the audit program in the sidebar on the left 4 Navigate to the TAB TEAM The following dialog window opens ABC Supplier Audit Audit 3030 3032 General Team Plan Criteria Rating Report Findings Basel II Rating Gesetze Vorschriften 9001 2008 12 ISO Lead Auditor Co Auditors Professional Experts Observers Advisors More a Edit Close 5 Click on the button 2015 k k information services GmbH The WissIntra NG Audit Manager 65 The following information can be edited Lead auditor Select the lead auditor via drop down menu He conducts the audit team and the primary contact person Co auditors Select the co auditors via drop down menu A co auditor supports the lead auditor in performing the audit If a name was already chosen the name is grayed out Technical expert Select the experts via drop down menu If a name was already chosen the name is greyed out The technical expert provides specific knowled
16. Q Q Q Wisslntra Rating Report Rating Report Location Default Location Time Period Overall criteria not rated 16 05 2015 16 07 2015 0 0 Full Effective 0 Partially effective 0 Not Effective 0 e a 0 List of the Full Effective criteria Audit Criteria 16 06 2015 15 02 26 11 You can filter the report by date You can filter the report via drop down menu by the following ratings Full effective Partial effective n a Not rated 2015 k k information services GmbH The WissIntra NG Audit Manager 101 Rating Report VDA Note This rating report is based on the VDA evaluation scheme It shows all 1 Click on Rating Reports The following dialog window opens Wisslntra A ii i Z ed 01 01 2014 PAN 31 12 2014 MEOS o Debo e f Fiter Wisslntra Rating Report VDA Rating Report VDA Location USA Time Period Overall criteria 01 01 2014 31 12 2014 0 80 100 0 60 79 0 40 59 0 20 39 0 0 19 0 List of the criteria between 096 und 10096 You can filter the report by date You can filter by the following ratings From 096 until 10096 2015 k k information services GmbH 102 Wisslntra amp Print reports 1 Click on the button sical gt The report appears and select PRINT WissIntra zl M H Q Q Q WissIntra sia a Auditreport Check of Fax machine 0 00 Audit type Audit c
17. WissIntra9 NG Audit Manager enables you to put an audit team together To do this proceed as follows 1 Navigate to the TAB TEAM gt In this TAB you can enter the following information ABC Supplier Audit Audit 3030 3032 General Team Plan Criteria Rating Report Findings Basel II Rating Gesetze Vorschriften 9001 2008 12 ISO Lead Auditor Co Auditors Professional Experts Observers Advisors More a Edit Close 2015 k k information services GmbH The WissIntra NG Audit Manager 63 gt You can see the following information Poo ne the lead auditor He conducts the audit team and is the primary contact person ies i se the co auditors A co auditor supports the lead auditor performing the audit Technical expert Displays the experts The technical expert provides specific knowledge or expertise which relates to the organization the process or activity to be audited or language or culture The expert does not act as an auditor in the audit team Observer Displays the observers The observer is not part of the audit team and does not influence or interfere with the conduct of the audit Advisor Guide according to ISO 19011 Displays the advisor according to ISO 19011 Guide The adivisor is the person appointed by the auditee to assist the audit team Note Q If one member of the team had been selected his name is grayed out and cannot be selected again for this audit
18. document that is already existing in the network is linked to WissIntra and thus available without being integrated into the system If the document is moved or deleted the link will be missing Select The already uploaded document is available and can be selected by a list in WissIntra E Attach a document by clicking on 2015 k k information services GmbH The WissIntra NG Audit Manager 53 Click on to enter the path where they are stored A mask opens where you can enter all information concerning the document and Save user will be notified if a document was created changed or deleted confirm by clicking If you defined the settings accordingly the More f gt If you click on the button the following options for audits are available Add as favorite Delete Print Auditreport Auditplan EN Save amp Close 3 By clicking on the button you can save the entry and return to the detail view Close 4 By clicking on _Close you can leave the window 2015 k k information services GmbH 54 Wisslntra amp Editing audits 1 To edit an existing audit navigate to the WissIntra NG Audit Manager a Select an audit from the program on the sidebar or b Click on an an element in the overview The following dialog window opens Product C Category Audit 3033 General Team Plan Criteria Rating Report Findings Type Category Assessment by Program A
19. gt To edit an audit plan proceed as follows 1 Navigate to the WissIntra NG Audit Manager module 2 Select the audit for which you like to generate a plan 3 When the dialog window opens navigate to the TAB PLAN 4 Click on to edit the audit plan The dialog window switches into edit mode Edit audit General Team Plan Criteria Rating Report All gt ut ve title Date and time from Q 31 03 2014 l 6 20 Date and time until 31 03 2014 4 05 Internal Participants Select multir External Participants Team Members Select multip Areas 9 Content More 2015 k k information services GmbH The WissIntra NG Audit Manager gt Open the branch by clicking on the arrow so that you can enter the following information Click into the field A calendar opens Click on the desired date This defines the start date and the time if possible of each plan task audit or process 69 Edit audit all gt t 0 Date and time from 9 Date and time until gt 20 Date and time from Date and time until General Team Plan Criteria Rating Report Hardware check id mm vyyy 00 00 August 2014 Su Tu We Th Save amp Close 2015 k k information services GmbH 70 Wisslntra amp Edit audit General Team Plan Criteria Rating Report all gt wt 0 Hardware check Date
20. opportunities for improvement etc The report can be printed now More Click on and select Auditreport via PRINT mE Save amp Close 2 By clicking on the button you can save the entry and return to the detail view Close 3 By clicking on you can leave the window 2015 k k information services GmbH 96 Wisslntra amp Audit report VDA gt The TAB REPORT displays for the VDA evaluation scheme the following dialog window Check product type IV 678 General Team Plan Criteria Rating Report General Audit type Audit category Program Guidelines Single Process audit Certification as premium VDA 6 2 2004 customer m Lead Auditor Participant Address Time Period Greizerweg 3 From 28 10 2014 35390 GieBen Until Objectives Documents Comment VDA 6 2 2004 Lead Auditor Assessment Scheme VDA Overview Result Not assessed 20 40 60 80 100 1 0 0 0 0 0 Poe More a Close The following information is displayed here M MN informationen about the audit are displayed here They were entered in the TAB GENERAL and can be edited only there pee m indicates the audit type It was selected when the audit was generated It cannot be changed only deleted GENERAL Program This indicates the audit program Guidelines This indicates the evaluation on which the rating is based Lead auditor This indicates the lead auditor The name can be changed on the TAB TEAM
21. poe o A y y y gelb in Action gr n Completed gt These assignments can be changed by the administrator He can select the appropriate role and assign a new status Note Q The Program Manager can change the status of a finished audit But only if he enters an explanation in the text field 2015 k k information services GmbH 28 Wisslntra amp 4 5 Notification service Program Managers can assign notifications to the lead auditors The notifications contain basic information s below A link in the e mail leads directly to the audit a login may be necessary The settings for the notifications can be defined here General Notifications Audit Notifications 2015 k k information services GmbH 4 5 1 General notifications 1 Navigate to Administrator Settings gt Settings gt Basic Settings gt E mail notifications The following dialog dialog window opens Notifications General Process Audit Action Task Documents Approval Manager Server name 192 168 1 251 Authentication mode Network Username ksc kuk is de Password Password SSL encoding Sender ksc kuk is de HTML e mail 9 Recipient hotline wissintra de Send testmail 2015 k k information services GmbH Settings 29 30 Wisslntra amp gt Now you can enter the following information Server name Enter your SMTP server name You will find the indication for example if you click the start
22. window 2015 k k information services GmbH The WissIntra NG Audit Manager 81 5 2 5 Audit ratings WissIntra9 NG Audit Manager enables the program manager to rate each audit Thre are rating schemes available that are assigned to each guideline e ISO e VDA Depending on the field Assessment by the schemes ISO or VDA are available for example In case of a Combined or Joint audit multiple guidelines can be selected The dialog window opens Check of Fax machine 0 00 General Team Plan Criteria Rating Report all gt gt 0 1 Guideline 9110 2007 Actions To Action FAX MACHINE Assessment me effective Finding Fax machine is not available for all employees since it is located in an area that only teamleaders have acccess to Finding Type Improvement Advice Assessment explanation The faxmachine should be positioned in an area where all employees have access to that need to use the machine It is not acceptable to withdraw resources to carry out a task Documents gt 0 1 1a Guideline 9110 2007 Actions Assessment Finding Findina Tvne More a Close gt You see the following information Guideline Displays the guideline on which the audit is based Action Displays the origin of the action as a link for e g an action in the action manager 2015 k k information services GmbH 82 Wisslntra amp z Check of Fax machine
23. 0 4 3 Userprofillg si o ie oen a ep ER Pedido asso ie R D eden Up ee 21 43 1 Prohleset hgds uso xcci teo Hen Det R eet 22 4 4 Administrator settings iere seca s dota ce oisi ad teta tedio aa edet a ctos sia ETE cs eustecednsctess 23 441 Audit catego ue uoi d ar a ae Dare 25 4 4 2 Audit type eene tren nnne trina nei ned re Pos esas assent 26 4 4 3 Audit status ccccccssccesccesccasestessecseeceaucesscasssssuseseecaeseuscauscaueseseauseauesaecaueeatens 27 4 5 Notification service eere nnne nnn nennen nnne nnne nnnn nana a nasa na nannan 28 4 5 1 General notifications essen eren enne trs tese oranan aenaran nnn 29 4 5 2 Al dit notiications sess ties laca aec oes e en CDs 31 4 6 SG CEHEUECI HIM R 33 4 7 G ldelllidecu ne ais esistere hd caa E A A nie coim t e dep id hm et cv ie de asas rds d IgE 35 4 7 1 Adda new guideline ooo esses nre serrer ern sn nns 36 472 NeW hapii eise oeil aaa aeie 38 4 7 3 Edit guideline I 40 Chapteri5 The Wisslntra amp NG Audit Manager 41 5 1 The audit PO crul M 43 5 1 1 Creating an audit program ooo ceccessseccescceececececcencesceeceseecneencesncessessecsaeseasensesncesseesees 44 2015 k k information services GmbH 4 WissIntra 5 1 2 Editing an audit program 5 2 The audits 5 2 1 Creating an audit 5 2 2 Audit team 5 2 3 Audit plan 5 2 4 Audit criteria 5 2 5 Audit ratings 5 2
24. 6 Audit report 5 2 7 Ratings reports 5 3Search mA Chapterl6 Glossary Chapter 7 End 2015 k k information services GmbH Wisslntra The Business Information Framework Version 2015 10 14 V07 2015 k k information services GmbH About this manual 1 About this manual Welcome This manual is designed to support you working with WisslIntra9 A number of instructiions and tips are provided to facilitate your work and help you reach your objectives more quickly We are always at your service to answer questions and take up suggestions Your WissIntra Team WissIntra Hotline Monday to Friday from 09 00 12 00 to 13 00 17 00 For WissIntra customers depending on your SLA license for maintenance outside of Germany Note Q Please contact your internal contact partner for WissIntra to learn more about your license and its permissions 7 Phone 49 711 578813 13 For WissIntra customers depending on your SLA license for maintenance within Germany Note Q Please contact your internal contact partner for WissIntra to learn more about your license and its permissions Phone 49 9001 000696 1 49 min from the German Telekom network wireless prices can deviate Customer support k k information services GmbH H henstra e 16 D 70736 Fellbach Fax 49 711 578813 77 E Mail ServicedeskQWisslIntra de Internet http www wissintra de 2015 k k info
25. Add as favorite Delete Copy Print Auditreport Auditplan Check of Fax machine 0 00 General Team Plan Criteria Rating Report Category Product audit Guidelines 9110 2007 State Il In planning Program Hardware check Address Planned date 01 07 2014 Start date 18 07 2014 End date Add as favorite i Check if a fax machine with direct e mail linking is worthwile the investment Delete Prin More a Ea Close 3 Click on COPY 2015 k k information services GmbH The WissIntra NG Audit Manager 61 gt Following dialog box appears Are you sure you want to copy those elements Yes No 4 Confirm by clicking p gt A copy of the audit with all entries except rating is created r Edit audit 7X General Team Plan Criteria Rating Report Title Copy Check of Fax machine p Number 6 0 00 Type single Category Product audit Guidelines 9110 2007 v State In planning N Program Hardware check Address 9 Planned date 01 07 2014 Start date 18 07 2014 End date More a Save amp Close Save Close mE Save amp Close 2 5 By clicking on the button you can save the entry and return to the detail view Close 6 By clicking on you can leave the window 2015 k k information services GmbH 62 Wisslntra amp 5 2 2 Audit team
26. SA M en GB abe Table options Reports gt New Audit Program Audit overview Audit overview sweJbosd Current audits Future audits gt Statistics Past Audits delete New 25 v Items per page Filter P Audit programs R F state Y Title y Number Y Category 7 Lead Auditor a r Check of Fax machine 0 00 Product Audit Mister De Delet 3 The button appears 4 Click on this button gt The following request appears Are you sure you want to delete those elements Yes No 5 Confirm the request by clicking The element here audit is deleted 2015 k k information services GmbH The WissIntra NG Audit Manager 59 Method 2 1 Navigate to the dialog window of the requested audit Check of Fax machine 0 00 General Team Plan Criteria Rating Report Type Single Category Product Audit Guidelines 9110 2007 State Il In planning Program Hardware check Address Planned for 01 07 2014 Started at 18 07 2014 Ended at Add as favorite Check if a fax machine with direct e mail linking is worthwile the investment Copy Print More a Edit Close 2 Click on the button pwn and select DELETE gt The audit is deleted 2015 k k information services GmbH 60 Wisslntra amp Copying an audit 1 Navigate to the detail view of an audit 2 Klick on Following options are available
27. Wissintra The Business Information Framework WissIntra NG Audit Manager Manual 2011 k k information services GmbH Hohenstrake 16 70736 Fellbach Germany All rights reserved including the right of reproduction in whole or in part or in any form including microcopy and including the use in databases or similar applications WissIntra is a registered trademark of k k information services GmbH Microsoft Internet Information Server Windows Windows 2000 Windows XP Access Word Excel Office Outlook Data Access Components Internet Explorer Internet Information Server Windows Server 2003 und SQL Server are registered trademarks or trademarks of Microsoft Corporation in the United States and or in other countries Other product and company names listed in this document may be trademarks of the respective owners Contents 3 Contents Chapter 1 About this manual 7 Chapter 2 Important notes 9 Chapterl3 First steps 10 3 1 RegistratiQh coeno ue arum dsc sadi cenae sd e d ada e td a ses Nds i ena spere idi ga 11 3 2 Operating RDI E 13 Chapter 4 Settings 16 4 1 SHOPGUES xod dice otn ecd n qan ds Uv ted dro Dn ee REN dc d ME ud o 17 4 2 PermlissiOns e cercle erre rano ree eoru cane eo nee Hoan aya enn ya ca a ay aU rae oaka ne aya aa de aaa aV ERU Rau Kr 19 4 2 1 Roles and Permissions cc cccssscssvansccesesscsscevsncseecosesosseteescceaecsoseasvensdensvsesesneveeseueaencssenst 2
28. and time from 9 dd mm yyyy 00 00 Date and time until 28 07 2014 0 Title Date and time from 01 07 2014 Date and time until 01 07 2014 Date and Time Enter a start and end time for audit plan in the same way as for Date and time until form Internal Select a user as internal participant The selectable users are system users work participants for the auditee and are no members of the audit team External Enter the names of every participant of the audit who has no access to Wisslntra participants Use the ENTER key to separate the participants from each other Select the audit team members via drop down menu For the single definitions refer to the glossary Insert the content of the audit The content should be adjusted to the scope objectives and criteria of the audit You can upload link select a document Save amp Close Save Upload The newly created original document is uploaded into the system as a copy and thus will be available in WisslIntra Link The document that is already existing in the network is linked to WissIntra and thus available without being integrated into the system If the document is moved or deleted the link will be dead Select The already uploaded document is available and can be selected by a list in Wisslntra N Attach a document by clicking on E U O d o ola o 3o o c X 3 3 E o 3 3 o a 3 co o a 2015 k k information service
29. at Changed from Changed at Certification as premium customer Wisslntra f Table options Reports Guidelines Planned date Start date End date Created from Created at 7 Title Changed by neck of Fax machine SW Product Audit 2015 k k information services GmbH The WissIntra NG Audit Manager 43 5 1 The audit program The Concept of the WissIntra NG Audit Manager complies to the standards such as DIN EN ISO 19011 with reference to DIN EN ISO 17021 The WissIntra NG Audit Manager Module maps the sequence for planning conducting directing controlling and evaluation of an audit program Hence the audit program is much more than a simple audit schedule We guide you step by step through the procedure to plan conduct monitor and evaluate your audits with the WissIntra NG Audit Manager 1 According to the requirements of the certification body you can create an audit program which comprises all audits that you are going to perform This program defines the timeline and main responsible person 2 Define the audit type As default the system offers the following types A combined audit is when a client is being audited against the requirements of two or more management system standards together Matrix When different locations or areas of a company are audited at different times it can be displayed as a matrix equential A nested audit for e g in an a
30. ategory Program Assessment by Single Product audit Hardware check 9110 2007 Lead Auditor Participant Address Time Period Dengel Klaus KDE Schellmann Kathrin ksc von 18 072014 Hayer Michael mha bis B rkle Elke ebu Text not found Goals Comment Fastest reply to customer The multifunction machines on the third floor meet the requirements in energy consumption and speed of processing However they are not comfortable to use esp in case of cartridge exchange The machines on the 4th floor are suitable for drawings but not for marketing purposes 9110 2007 Lead Auditor Assessment Scheme Dengel Klaus KDE Iso Comment Overview Total Rated 2n 5 Voll wirksam it e Teilweise wirksam 1 Q Nicht wirksam 0 NJA e 2 Click on the print symbol in the menu bar Depending on your printer type the dialog window opens 2015 k k information services GmbH The WissIntra NG Audit Manager 103 Drucken Gesamt 1 Blatt Papier 2 Seiten Wisslntra Drucken Abbrechen Auditreport Check of Fax machine 0 00 Ziel SV 210 RICOH_MP 2 Audit type Audit category Program Assessment by Andern Single Product audit Hardware check 9110 2007 Lead Auditor Participant Address Time Period Seiten Alle Dengel Klaus KDE Schellmann Kathrin iac von 18072014 Hayer Michael mha bis B rkle Eke ebu Comment The muttfuncton machines on the tied floor meet me requirements in energy consumption a
31. bH Delayed audits Note The WissIntra NG Audit Manager 99 Delayed audits show a report that is based on a timeline i e when a planned start date was exceeded 1 Click on Delayed Audits The following view opens WissIntra ft tee Riedy 01 01 2014 Buel 31 12 2014 Wisslntra Delayed Audits Time Period 01 01 2014 31 12 2014 delay in days 26 80 List of delayed audits Title Number Check product type IV 678 ie Total 1 pages loaded Location USA Total audits with start date 8 on delayed schedule 3 5 37 50 62 50 gt 14 Days 7 14 Days Lead Auditor Planned date Start date Deviation 17 00 2014 28 10 2014 41 Tinnitus Hearing Device AG 932 Maier Annedore AMA 22 07 2014 28 08 2014 37 Re Certification Audit 270 Biernath J rgen J81 24 02 2014 18 03 2014 Check of Fax machine 0 00 Dengel Klaus KDE 01 07 2014 18 07 2014 Copy Check of Fax machine 0 00 Dengel Klaus KDE 01 07 2014 18 07 2014 You can filter the report by date 2015 k k information services GmbH 100 Wisslntra amp Rating report ISO Note This rating report shows a report that is based on the ISO evaluation scheme It refers to all audits globally For a single audit you can print the audit report 1 Click on Rating Reports The following view opens WissIntra amp EE CR e Z K G amp 1 4 mM B 8 5 YT
32. button select Run and type CMD in the box If the DOS window opens type in ping smtp mysite com or ping mail mysite com As soon as the server responds you get the name of your server e g smtpmail Port number Enter the port number For unencrypted connections 25 or 587 for TLS SSL usually port 465 is not supported Authentication mode Via drop down you choose the authentication mode If the SMTP server requires a login select Network Is no registration required select None The username and password are irrelevant then and will no longer be displayed Username In case of authentication mode Network enter the username which was used in WissIntra to login to your SMTP server For internal exchange SMTP servers this is the username of the Windows user If you use other e mail providers like Gmail GMX etc this is usually the corresponding e mail address Password In case of authentication mode Network enter your password for the specified user name for the authentication to the SMTP server Requires the SMTP server here only a username no password is necessary Ee E a check mark if the SMTP server requires an encrypted connection Sender Enter a mail address which will be used by WissIntra as the sender for sending notifications E g for sending the password e mails or for the notifications for creating a new process HTML e mail Set a check mark if you want to send e mails in HTML format Ot
33. click on vou can trigger an action for each rating This will be displayed in the Wissltnra amp NG Actionmanager as type in the column title in the overivew and on the TAB FINDING If an action exists it is displayed as a link in the dialog window Check product type IV 678 General Team Plan Criteria Rating Report all gt Process Guideline VDA 6 2 2004 Chapter 0 5 QM und Dienstleistung Content Sind die speziellen QM Anforderungen der Automobilindustrie in die Managementsystembeschreibung integriert Comment Check possibility Actions To Action Safety deficiency in product IV Assessment Assessment explanation Documents More a Close Resume Je can define the assessment value for this criterion either with the slider or enter the number manually 2015 k k information services GmbH 90 Wisslntra amp Finding Type Assessment explanation Documents gt f you click on the Add as favorite e Delete More Displays the criteria and requirements of the guideline In edit mode Insert a finding for this criterion for e g which deviations to the criterion ware found You can also list best practice samples or opportunities for improvement supporting evidence and recommendations for the auditee Displays the explanation for the review options In edit mode Select a finding type for this criterion depending on the stored guideline for e g Main deviation
34. ddress Planned for Started at Ended at Explanation Objectives Joint Product Audit EFQM Modell Il In planning 2014 Q2 03 03 2014 25 03 2014 31 03 2014 2 Click on the button The dialog window switches to edit mode 2015 k k information services GmbH The WissIntra NG Audit Manager 55 gt Now you can edit or enter the following information Title nter a meaningful title for the audit This title will be displayed at links Number Enter an alphanumeric number for the audit Type Displays the audit type that you had chosen to create a new audit e Combined Matrix e Sequential e Single e Joint The type has impact on the collection of the audit team and the number of guidelines Category Select the appropiate category of your audit Choose a first second or third party audit among the following e Systerm audit Procedure audit Process audit Product audit Compliance audit Performance audit uidelines Select the appropiate guideline for the performance of the audit This selection has an impact on the criteria that can be assigned The guidelines are available and can be integrated in the system State Displays the following states n planning n execution e Finished As default there is In planning selected and grayed out To change it save and close the audit and open it again Planned start date Select the planned start date This is the date when
35. ditor Select the roles to be notified in case of the specified event Such as creating changing deleting a process audit document The role refers to the group of users which it is assigned to Select a single user via drop down menu Select the user to be notified in case of the specified event such as creating changing or deleting a process audit document Here only a single user will be notified Enter the e mail address of the persons to be notified These are people outside your company who have otherwise no access to WissIntra Thus you can inform external persons such as audit team members if a process audit or document was created changed or deleted you save the entry and can proceed editing the information Save amp Close 2 With a click on the button Save amp Close you can save the entry and close the dialog window 2015 k k information services GmbH Settings 33 4 6 Role management As adminstator you can define the settings for the role management 1 Navigate via Settings gt User Functions to Roles The following table opens Preferences Ed M en GB 999 New 25 items per page Filter Y Abbreviation Name Description pj PM Process Manager Travel costs form PO Process Owner This role provides full access to the process management module B P Process Supporter This role can edit processes Create a new role 2 By clicking on New you can creat
36. e Delete This audit serves to find out if the sw product is suitable to define the manufacturer as premium Col ad supplier for company XY Print More a 2015 k k information services GmbH 16 Wisslntra amp 4 Settings The following chapters describe the settings for the user and administrator 2015 k k information services GmbH Settings 17 4 1 Shortcuts In WissIntra NG you can use tab stops arrow buttons and the following shortcuts for navigation General TRL SHIFT UP Navigates to main menu TRL SHIFT DOWN Navigates to breadcrumbs of the process card N TRL SHIFT LEFT CTRL SHIFT RIGHT Navigatets to the main content first process card or first entry of the table Dialog Window CTRL E Opens the edit mode of the dialog window otc NBN Main Menu Depending on the position where you are navigating in the arrow buttons have different functions LET Module before IGHT Module after RETURN Navigates within the module Table UP 1 1 1 1 Cursor jumps one row back DOWN 9 Cursor jumps to the next row LET 1 Scrolls one page backward RIGHT 1 1 1 Scrolls one page forward SC Matrix Swimlane Matrix itself 2015 k k information services GmbH 18 Wisslntra amp UP 5 Navigates to the next overlaying process card DOWN Nevigates to the next underlaying process card LET 1 0 Navigat
37. e a new role The following dialog window opens New role x Abbreviation Abbreviation Name Name Description Description 4 Administrative Module Rights Actionmanager Deny Access Y Auditmanager Deny Access M 4 V v V vL vL Document manager Q Deny Access Ideamanager Deny Access Y Processmanager Deny Access v Save amp Close Save Close 2015 k k information services GmbH 34 Wisslntra amp You can enter the following information Abbreviation Enter an abbreviation for the role Name E nterthe name of the role Description Insert a description for the role that contains the permissions and what it means for e g The processmanager role contains the highest permission and can delete processes Thus it should be reserved for managers a a eae S Administrative Module Rights eer Action Manager Audit Manager Select one of the following permissions for the Process Manager Document Manager module via drop down menu e Deny access e List Read Modify Create Delete CU Save amp Close 3 By clicking on the button Save amp Close you can save the entry and return to the detail view Close 4 By clicking on you can leave the window Edit existing roles 1 Select a role with a click on the entry in the overview 2 The same dialog window opens as described above under
38. e available Audit Guidelines 1 1 x 1 x 1 x 1 x ISO 1 guidelines Location is a mandatory field guideline Pan 3 5S 1 13 10 guideline guideline guideline guideline guideline Difference to Single Audit The user defines the information not the system Tip If you conduct a combined audit make sure that the audit objectives scope and criteria are consistent with the relevant audit programs Tip If you conduct a joint audit make sure that the program managers agree on the audit method and consider implications for resourcing and planning together 2015 k k information services GmbH Settings 27 4 4 3 Audit status Audits exist in different status They are shown int he cockpit overview When creating the audit the status in planning needs an actual start date All fields can be filed out and edited except end date In process assigned to the auditor Note When creating the audit the status in process needs an actual start date The start date will be entered as start date but can be edited completed assigned to the auditor Note When creating the audit the status in process needs an actual end date The end date will be entered as curernt date but can be edited The administrator can assign each to status a responsible role in the settings menu Following role assignments are pre defined in the settings Role Status Program Manager red in Planning
39. ed original document is uploaded into the system as a copy and thus will be available in Wisslntra Link The document that is already existing in the network is linked to WissIntra and thus available without being integrated into the system If the document is moved or deleted the link will be dead Select The already uploaded document is available and can be selected 2015 k k information services GmbH The WissIntra NG Audit Manager 57 by a list in WissIntra IN Attach a document by clicking on ES Click on to enter the path where they are stored A mask opens where you can enter all information concerning the document and Save confirm by clicking _ Save If you defined the settings accordingly the user will be notified if a document was created changed or deleted More f gt If you click on the button the following options for audits are available Add as favorite Delete Print Auditreport Auditplan me Save amp Close TUM 3 By clicking on the button you can save the entry and return to the detail view Close 4 By clicking on you can leave the window 2015 k k information services GmbH 58 Wisslntra amp Deleting audits gt To delete an existing audit there are two methods available Proceed as follows Method 1 1 Navigate to the WissIntra NG Audit Manager 2 Set a check mark in the box before an an element in the overview WissIntra Li L E 9 U
40. election From Process or The criteria are assigned by selection From Guideline O o cw N20 All 4 With a click on you can display all criteria SW Product Audit 11654 General Team Plan Criteria Rating Report all gt gt 0 1 Guideline 9110 2007 Chapter 0 1 General gt 0 1 Introduction of QMS gt 0 1 1b Process Guideline 9110 2007 Chapter 0 1 General gt 0 1 par 1b requirements gt 0 1 1c Process Guideline 9110 2007 Chapter 0 1 General gt 0 1 par 1c objectives gt 0 1 1d More a edit Close 2015 k k information services GmbH The WissIntra NG Audit Manager 73 Following information are displayed Displays the process that was assigned to a criterion in the WissIntra NG Process Manager Displays the name of the guideline to which this criterion belongs The guideline can be edited in the Explanation Insert a comment to this criterion For e g Last year an emergency route plan was missing in the headquarter on the 3rd floor This must be checked Check Possibility Displays the check possibility for the criterion For example View the flight plan Comment Insert a comment to this criterion in edit mode For e g Last year an emergency route plan was missing in the headquarter on the 3rd floor This must be checked again More gt If you click on the E button the following options are available e Add a
41. enters all information He can change reset all status of finalized audits under the condition that he writes an explanation in the corresponding text field The program manager has permission to see a list with audits of all locations Note Q The above mentioned roles and their permissions are pre defined by the system and can not be changed However further roles may be added Note Different roles can be assigned to each user 2015 k k information services GmbH Settings 21 4 3 User profile Here you can define the profile settings 2015 k k information services GmbH 22 Wisslntra amp 4 3 1 Profile settings 1 Navigate with a click on to User Profile settings The following window opens r Profile Settings Ms Berk Andrea Change password Kurrent password New Password New Password Confirm password Confirm password Color theme EEEE Default Module v Close 2 You can perform following actions e Change Current Password Click into the field to enter your password As soon as you clicked into the field the following fields appear New Password Enter the new password Confirm Password Enter the new password a second time to confirm it Change color scheme by clicking on the drop down menu Default theme shows a predefined color for each module so that the user knows in which module he is A customized color scheme shows one uniform color for all modules
42. er Content Comment Actions Check possibility Assessment Displays the criterion which is assigned to the process This information was defined in the TAB CRITERIA previously Displays the guideline on which the audit is based This information was defined in the TAB CRITERIA previously Displays the chapter of the criterion This information was defined in the TAB CRITERIA previously Displays the content of the criterion as it is defined in the guideline For example The escape route must be kept clear Displays the comment a comment to this criterion For e g Last year an emergency route plan was missing in the headquarter on the 3rd floor This must be checked again Create action With a click on you can trigger an action for each rating This will be displayed in the Wissltnra NG Actionmanager as type in the column title in the overivew and on the TAB FINDING If an action exists it is displayed as a link in the dialog window Tinnitus Hearing Device AG 932 General Team Plan Criteria Rating Report All gt Scope of ISO 9001 Process Guideline Chapter Content Comment Check possibility Actions Assessment Finding Finding Type Assessment explanation Divisions concerned 9001 2008 ISO EN 1 1 Scope of ISO 9001 The different guidelines and directives list different requirements and recommendations which need to be considered individually When necessary the
43. es to the previous process card IGHT avigates to the next process card RETURN Opens the process card navigates one layer underneath ESC Cancels the shift after saving part appeared Matrix Swimlane Breadcrumbs Navigates to the previous process card Navigates to the next process card Cursor navigates to one element above ursor navigates to one element below Opens the entry or selects the entry dialow window opens 2015 k k information services GmbH Settings 19 4 2 Permissions Permissions in WissIntra NG Audit Mananager are directly linked to objects here WissIntra NG Modules location wide Access will be granted by permissions in WissIntra NG You can assign permissions for roles directly with modules for each location The following 6 stages of permissions are available No Permisio Explanation 00 NoAccess permisiondened L 8 Me o o BReRTemK dedu matrix is displayed 20 Read Details Details of a process are visible a process are visible ae ea 400 X X Crate JAnew process can be created Delete Processes can be deleted Permissions are assigned via roles gt Permissions are not structured hierarchically i e they are independent from each other Therefore they need to be assigned to separately Example A user has the role of a process manager in the Process Manager Module and
44. etermined by the certification body based on documented procedures and needs to consider the requirements to the standards size and complexity of the audit outsourced activities in terms of management system results of previous audits number of locations risks related to products processes or activities and the type of audit single combined joint In edit mode click on the date picker to select the date etc Description You can see a description of the audit program for example scope objectives and criteria Or describe those points that were not included in the other fields More 4 gt If you click on the button the following options are available Add as favorite Delete Print Auditreport Auditplan e Save amp Close Sa 3 By clicking on the button you can save the entry and return to the detail view Close 4 By clicking on _Close you can leave the window 2015 k k information services GmbH 48 Wisslntra amp 5 2 The audits For each audit you can create an individual audit plan The program manager assigns the individual audits to the audit leader Thus he can plan the audits in detail The following chapters describe how the WissIntra NG Audit Manager guides you through the audit process Initiating the audit e Checking the documents Preparing the audit activities Performing the audit activities Creating an audit report release and distribution of the report
45. g window appears r 13 Edit audit All gt Assign Criterion Cancel w 9110 2007 gt 0 1 0 Introduction k off meetin e KO 0 1 General o gt 0 1 Introduction of QMS gt 0 1 par 1a environment e gt O 0 1 par 1b requirements gt 0 1 par 1c objectives gt 0 1 par 1d products gt 0 1 par 1e process i gt 0 1 1b gt 0 1 par 1f dimensions e gt 0 1 par 3 structure gt 0 1 par 4 parties 2 gt 0 1 par 5 references o 3l 1 par 1 t gt 0 2 tasks i gt 0 1 1 9 More Close With a click on the arrow you can expand the guideline and select the appropriate chapter with a check mark Multi selection is possible Please note Audit criteria can be translated e f the master language AND the audit criteria are provided in the same language these critera are displayed e f the system displays the message text not translated it means that the criteria are available in 2015 k k information services GmbH 79 80 Wisslntra amp the master language but are not translated yet Edit audit All gt Assign Criterion w EN ISO EEE 9001 gt gt Text not translated Text not translated gt Text not translated Text not translated Bl v Bl w Q uuuuuuuuuuuuuuuuuuu I Save amp Close oe 6 By clicking on the button you can save the entry and return to the detail view 7 By clicking on you can leave the
46. gbox appears WissIntra Login E mail E mail E Cancel 4 Enter your e mail address 5 Click on The password will be sent to you if you were set as active user by the administrator 2015 k k information services GmbH 12 Wissintra Note Q This log in mask appears only if you are WissIntra user with your own password and without a network registration If you are a LDAP user you are logged in automatically by the system which compares your network registration and Windows user password in the background 2015 k k information services GmbH First steps 13 3 2 Operating logic The modules follow a certain user logic which is applied in all modules of WissIntra NG This logic works as follows WissIntra NG applies a unified consistent operating concept This offers inexperienced users a fast and safe usage of the software The concept is structured by three levels of navigation Main navigation Here the user navigates on the highest level and toggles between modules Module navigation Here the user navigates within a certain module and selects different views Mask navigation Here the user navigates in the menu masks and works on processes lowest level Main navigation via manager modules By clicking on one of the following symbols the module overview opens WissIntra Select by clicking the module and see the overview in form of a matrix Process Manager or
47. ge or expertise which relates to the organization the process or activity to be audited or language or culture The expert does not act as an auditor in the audit team Observer Select the observers If a name was already chosen the name is greyed out The observer is not part of the audit team and does not influence or interfere with the conduct of the audit Advisors Select the advisor 2 Guide according to ISO 19011 The advisor is the person appointed by the auditee to assist the audit team f More gt If you click on the button the following options are available e Add as favorite Delete e Print Auditreport Auditplan s Save amp Close 2 6 By clicking on the button you can save the entry and return to the detail view Close 7 By clicking on you can leave the window 2015 k k information services GmbH 66 Wisslntra amp 5 2 3 Audit plan WissIntra NG Audit Manager enables you to plan an audit To do this proceed as follows 1 Navigate to the WissIntra NG Audit Manager module 2 Select the audit for which you like to generate a plan 3 When the dialog window opens navigate to the TAB PLAN v All 4 Click on to see all agenda items The dialog window shows the following information SW Product Audit 11654 General Team Plan Criteria Rating Report All gt v SW Audit Date and time from 00 00 Date and time until 31
48. he rating of the criterion Assessment explanation This displays the explanation for the assessment 1 Click on The dialog window switches into edit mode You can enter the following information This is a textfield where you can enter a comment for each criterion of the guideline Insert a comment for this report for example a statement on the degree to which the audit criteria have been fulfilled audit conclusions or a summary of the audit process areas that have not been covered implications for the audit program or subsequent audits opportunities for improvement etc The report can be printed now More a Click on and select Auditreport via PRINT E Save amp Close 2 By clicking on the button you can save the entry and return to the detail view Close 3 By clicking on you can leave the window 2015 k k information services GmbH 98 Wisslntra amp 5 2 7 Ratings reports In the WissIntra9 Audit Manager NG there are those forms of REPORTS Delayed Audits e Rating Report ISO e Rating Report VDA WissIntra LI Table options Reports m Delayed Audits Rating Report ISO Rating Report VDA New Audit Program 5 Audit overview sueiboldg Current audits Future audits gt Statistics Past Audits New Print 25 v Items per page gt Audit programs v State v Title Ii Check of Fax machine 2015 k k information services Gm
49. herwise the recepient receives plain text messages receive a testmail l Send testmail gt If you click on the button you can send a testmail to verify the path gt Note By clicking on Send testmail the entries you made can only be tested as long the data haven t been saved i e the password is still visible Save gt By clicking on you save the entry and can proceed editing the information Save amp Close 2 With a click on the button Save amp Close you can save the entry and close the dialog window 2015 k k information services GmbH 4 5 2 Audit notifications 1 Navigate to Settings gt Audit Manager Notifications gt The dialog window opens and shows the Tab Audit Settings 31 E mail Notifications General Process Audit Action Task Documents Notification at Creation Roles Select ultiple optior Users Select ultiple optior r External e mail addresses Notification on Changes Roles Select multip ns Users ect multiple options External e mail addresses Notification on Deletions Roles Users 9 2015 k k information services GmbH Save Close 32 Wisslntra amp gt You can see the following information Notification at creation changes deletions External e mail address o Save gt By clicking on Select a role via drop down menu for e g e Program manager e Lead auditor e Co Au
50. ick on 7 Navigate back to the WissIntra NG Audit Manager Module Note This function is only available for users with a WissIntra NG Process Manager Module license To edit an audit criteria proceed as follows 1 Select the audit from the overview 2 Navigate to the TAB CRITERIA 3 Click on Assign Criterion v 4 Click on and select From Process 5 Select Assign Criterion gt from Process gt The following subdialog window appears 2015 k k information services GmbH 78 Wisslntra amp r Edit audit Bh Bh All gt Assign Criterio OMS kick off meeting gt 0 1 1b gt 0 1 1c 2 v USA w Managing tasks 9j Define objectives More a Close With a click on the arrow you can expand the guideline and select the appropriate chapter with a check mark Multi selection is possible n Save amp Close 6 By clicking on the button you can save the entry and return to the detail view 7 By clicking on you can leave the window 2015 k k information services GmbH The WissIntra NG Audit Manager Criteria from guideline gt To edit an audit criteria proceed as follows 1 Select the audit from the overview 2 Navigate to the TAB CRITERIA Edit 3 Click on ES Assign Criterion AM 4 Click on 9 and select From Guideline 5 Select Assign Criterion gt from Guideline gt The following subdialo
51. ienstleistung Content Sind die speziellen QM Anforderungen der Automobilindustrie in die Managementsystembeschreibung integriert Comment Check possibility Actions To Action Safety deficiency in product IV Assessment Assessment explanation Documents More a Close v All 1 If you click on the _ button all criteria are displayed A click on the arrow expands the detailed view 2015 k k information services GmbH The WissIntra NG Audit Manager 89 Following information are displayed Title Displays the title of the chapter If a criterion was assigned to a process in the WissIntra NG Process Manager module it will be displayed here Otherwise you can enter a text Displays the chapter of the criterion This information was defined in the tab criteria previously Displays the content of the criterion as it is defined in the guideline For example The escape route must be kept clear This information was defined in the tab criteria previously Displays the comment a comment to this criterion For e g Last year an emergency route plan was missing in the headquarter on the 3rd floor This must be checked again This information was defined in the tab criteria previously Check possibility Displays the possibility how to check if the criterion was adapted properly For example Check all escape route plans in the building Actions l Create action l With a
52. in designing the management system Explanation This is always ensured if the organization has documented its own process landscape which includes all relevant processes More 4 You can enter the following information riterion Enter a meaningful title for the criterion Enter the content of the criterion This will be displayed and assigned in the tab audit criteria of the Audit Manager For e g The escape route must be kept clear as a requiremen of the Explanation Enter an explanation into the field This will be displayed in the tab audit criteria of the Audit Manager For e g Escape routes must be hung up visible Check possibility Displays the check possibility for the criterion For e g View the flight plan and check if it is clearly Save amp Close 3 By clicking on the button you can save the entry and return to the detail view Close 4 By clicking on _Close you can leave the window 2015 k k information services GmbH 40 Wisslntra amp 4 73 Edit guideline 1 Navigate to the Settings for the guideline management gt 2 In the sidebar click on the 9 symbol beside the required guideline The following dialog window opens in edit mode Translate Guideline Title 9 Ela Title VDA 6 1 VDA 6 1 Explanation um Explanation Grundlagen f r Qualitatsaudits Zertifizierungsvorgaben f r VDA 6 1 VDA 6 2 VDA 6 4 auf Basis der ISO 9001 You can enter respect
53. ion Save amp Close Save Close 2015 k k information services GmbH The WissIntra NG Audit Manager 45 You can see the following information Parent node Enter the Parent path which describes the position of the audit program in the hierarchy for e g the location Fellbach Then click on the arrow to select the respective Program manager Select the name of the program manager via drop down menu The program manager is the leading auditor not to be mixed up with lead auditor however He manages coordinates and controls the audit program on a date it will be taken over on a date it will be taken over Objectives Enter the audit program objectives For e g management priorities commercial and other business intentions characteristics of products processes projects and changes to them legal and contractual requirements needs and expectations of interested third parties customer supplier risks results of previous audits etc Description Enter text to describe the audit program me Save amp Close 3 By clicking on the button you can save the entry and return to the detail view Close 4 By clicking on _Close you can leave the window 2015 k k information services GmbH 46 Wisslntra amp 5 1 2 Editing an audit program 1 You can choose your audit program in the sidebar navigation Click on the Q symbol beside the program It appears as mouseover effect The fol
54. issIntra NG Audit Manager 51 In the TAB GENERAL offers the following information Title nte a meaningful title for the audit This title will be displayed at links Number sd Guidelines State emer start date 2015 k k information services GmbH Enter an alphanumeric number for the audit Displays the audit type that you had chosen before you created a new audit program e Combined Matrix Sequential e Single e Joint The type is graysed out and cannot be changed The type has impact on the collection of the audit team and the number of guidelines Select the appropiate category of your audit Choose a first second or third party audit among the following e Systerm audit Procedure audit Process audit Product audit e Compliance audit Performance audit Select the appropiate guideline for the performance of the audit This selection has an impact on the criteria that can be assigned The guidelines are available and can be integrated in the system Displays the following states n planning n execution e Finished As default there is In planning selected and grayed out To change it save and close the audit and open it again Proaram ______0 Displays the assignment of an audit to an audit program Insert the address of the location where the audit takes place Select the planned start date This is the date when the audit should begin The length of the audit must be dete
55. ively translate if you are not in the master language the following information Tile 1 1 Entera meaningful title Assessment scheme Select the assessment scheme via drop down menu Depending on the selection the reportings show a different view Explanation Insert an explanation for the guideline The guideline will be the base for the conformity or nonconformity findings LIE Save amp Close A 3 By clicking on the button Save amp Close you can save the entry and return to the detail view Close 4 By clicking on cese you can leave the window 2015 k k information services GmbH The WissIntra NG Audit Manager 41 5 The WissIntra NG Audit Manager To work with WissIntra NG Audit Manager proceed as follows Navigate to the module audit manager by clicking the symbol gt The following overview is displayed Wisslntra h m z F Q USA M en GB abe Table options Reports lew Audit Program lt en Audit Overview Current audits F Future audits gt Statistics Past Audits gt Audit programs New 25 Items per page Filter Y State Y Title Y Number Y category Y fead Auditor Check of Fax machine 0 00 Product audit Mist r Den SW Product Audit 11654 Product audit Mistdr Sau gt In the left column there is the sidebar explorer where you can navigate and filter the information by clicking on the arrows to open or cl
56. lowing dialog window opens SW Certificate as Premium Partner Parent node La gt SW Certificate as Premium Partner Program manager Mr Polsch Henrik 111 Start date 25 03 2015 End date 16 04 2015 Objectives To maintain premium partnership status with SW company Description Carry out the required test for certification More a Close 2 By clicking on you can edit the information 2015 k k information services GmbH The WissIntra NG Audit Manager 47 gt You can see the following information pene ES the parent path which describes the position of the audit program in the hierarchy for e g the location Program manager You can see the name of the program manager via drop down menu In edit mode you select the program manager via drop down menu The program manager is the leading auditor not to be mixed up with lead auditor however or action manager He manages coordinates and controls the audit and or action program rt d Objectives You can see the goal of the audit program For e g management priorities commercial and other business intentions characteristics of products processes projects and changes to them legal and contractual requirements needs and expectations of interested third parties customer supplier risks results of previous audits or actions Sta ate You can see the start date This is the date when the audit program should begin The length of the audit must be d
57. n for this assessment for e g which reasons or evidence led ou to your assessment Documents You can upload link select a document in edit mode Upload The newly created original document is uploaded into the system as a copy and thus will be available in Wisslntra Link The document that is already existing in the network is linked to WissIntra and thus available without being integrated into the system If the document is moved or deleted the link will be dead Select The already uploaded document is available and can be selected by a list in WissIntra Attach a document by clicking on B Click on to enter the path where they are stored A mask opens where you can enter all information concerning the document and M Save confirm by clicking More 4 f f f gt If you click on the button the following options for audits are available e Add as favorite e Delete e Print Auditreport Auditplan M Save amp Close m 2 By clicking on the button you can save the entry and return to the detail view NE Close 3 By clicking on you can leave the window 2015 k k information services GmbH 88 Wisslntra amp VDA evaluation scheme Based on the VDA evaluation the following dialog window is displayed Check product type IV 678 General Team Plan Criteria Rating Report All gt v C1 Process Guideline VDA 6 2 2004 Chapter 0 5 QM und D
58. nd speed of processing However they are not comfortable to use eso in case of Kopien 1 cartridge exchange The machines on the 4th floor are suitable for drawings but not for marketing purposes Papierformat A4 210 x 297 mm z Optionen An Seite anpassen Z Beidseitig ber das Systemdialogfeld drucken Ctrl Shift P 17 09 2014 15 07 19 12 3 There are further functions available in the menu bar for example a gt This function converts the audit report into different formats such as Acrobat PDF file me Save amp Close T 4 By clicking on the button you can save the entry and return to the detail view 5 By clicking on you can leave the window 2015 k k information services GmbH 104 Wisslntra amp 5 3 Search You can search for terma in all moudles with the search mask To do this proceed as follows Enter the term you want to search in the search field Wissltra C a 3 CID ee Table options Reports New Audit Program lt r ae gt Audit Overview Audit Overview 2 Current audits 3 Future audits 2 eee Past Audits v Audit programs New 25 Items per page Filter Management System Check _ z Y State F Title y Number F Category Y Lead Auditor Wu Re Certfication Audit 270 System audit Showing 1 to 1 of 1 entries 1 Click on ENTER The search results appear in a dialog window arranged by modules Hits for Certification 1 Hits
59. ntire utilization phase This documentation referes exclusively to the version described hereafter and is not subject to the modification service of k k information services Gmbh This manual focuses on a safe use of the software For further details concerning the other modules of WissIntra refer to the corresponding manual of each module Appropriate use This manual is an essential help for the safe and proper use of the software The software is designed to determine plan execute monitor and improve internal and external audits This documentation does not claim to be complete and exact in every detail For damages that occur in connection with this software by accidental misuse insufficient knowledge of the documents or reasonably foreseeable misuse or other improper actions k k information services GmbH will not be liable Copyrights This documentation may not be copied or distributed either in part or in total without written consent of k k information services GmbH This documentation may not be saved on any data mass memory without written consent of k k information services GmbH Nor may it be given to third parties or used in any other improper way without approval of k kinformation services All rights including the translation are reserved by k k information services GmbH Infractions of this copyright will have legal consequences including claims for compensation 2015 k k information services GmbH 10 Wisslntra amp
60. ose the list gt By clicking on the item the full information appears on the main screen Here you can edit the items gt f you click on the b in the column title you can filter search and sort the column according to the column title By clicking ion the arrow beside statistics the overview displays pie charts with statistical data Wisslntra CA i 9 USA M en GB f abe Table options Reports New Audit Program z al Audit Overview Audit Overview 2 Current audits 3 Future audits wv Statistics Past Audits State Category Type gt Audit programs In planning System audit Matrix In process Product audit Single Completed Process audit Performance audit 2 8 g t lt t e s e 4 g z r1 Month g amp 8 amp 8 E E amp amp E amp 8 8 amp Z R R E Number of audits _ New 25 v Items per page Filter y State Y Title y Number Y Category Y Lepd Auditor Mi Check of Fax machine 0 00 Product audit Mister ben 2015 k k information services GmbH 42 Wisslntra amp gt f you click in Table options you can select further columns such as New Audit Program Audit Overview Current audits Future audits Past Audits Audit programs Hardware check Complaint desk Re Certification ISO 9001 Tinnitus Hearing Device AG Type Guidelines Planned start date e Start date e End date Created from Created
61. ossary 107 audit scope extent and boundaries of an audit audit plan description of the activities and arrangements for an audit competence ability to apply knowledge and skills to achieve intended results conformity fulfilment of a requirement management system system to establish policy and objectives and to achieve those objectives nonconformity non fulfilment of a requirement risk general effect of uncertainty on objectives 2015 k k information services GmbH 108 Wisslntra amp 7 End We hope that you enjoy using WissIntra NG successfully 2015 k k information services GmbH
62. rmation services GmbH 8 Wissintra Gender related conventions Since the practice to treat female and male persons through appropriate forms of speech equal makes the reading of the texts very tedious we use in all cases where the natural gender does not matter male and female forms arbitrarily In the form used in each case both natural gender are subsumed e g auditor includes women and men program manager as well Typographic conventions We adhere to the following typographic conventions e Paths to modules lists etc are basically shown in italics The individual components are separated by gt from each other Butt o Beon Buttons are shown either neutrally or in the color of the corresponding module Tab e Tabs are shown by this or TAB NAME e Safety and warning signs are indicated by this MONILO Signal word e type and source of danger A escape impact rescue Useful suggestions are indicated by this Q Note e Tips are indicated by this 2015 k k information services GmbH Important notes 9 2 Important notes Reading note This manual contains important information and instructions and is an essential help for a safe and successful use of the software Keep this manual so that the user has access at any time Read the manual before getting started with WissIntra NG Audit Manager Keep the manual at hand in a tidy complete and legible condition over the e
63. rmined by the certification body based on documented procedures and needs to consider the requirements to the standards size and complexity of the audit outsourced activities in terms of management system results of previous audits number of locations risks related to products processes or activities and the type of audit single combined joint To select a date click into the field A calendar opens 52 Wissintra Category Product audit July 2014 Guidelines e Mo Tu We Th j State 2 2 3 7 8 9 10 14 15 16 17 Program e 21 22 23 24 3 28 29 30 31 Address Today Planned date 01 07 2014 Start date 18 07 2014 End date Click on the desired date tart date audit was changed from In planning to In process audit Objective Insert your objectives for each audit Objectives include determination of the extent of conformity of the management system with the criteria extent of conformity of activities processes and products with requirements and procedures of the management system evaluation of compliance with legal and contractual requirements evaluation of the effectiveness and identification of areas for potential improvement Document examination Set a checkmark if you want a document examination Documents You can upload link select a document Upload The newly created original document is uploaded into the system as a copy and thus will be available in Wisslntra Link The
64. s GmbH The WissIntra NG Audit Manager 71 Click on to enter the path where they are stored A mask opens where you can enter all information concerning the document and confirm by Save clicking _Save If you defined the settings all persons involved receive an e mail whenever a document is linked changed or deleted tht you click on this symbol you can drag the field upwards or downwards a A click on this symbol deletes the field Note Q If one member of the team internal participant was selected his name is grayed out and is not selectable twice More gt If you click on the button the following options are available Add as favorite Delete e Print Auditreport Auditplan m Save amp Close m 5 By clicking on the button you can save the entry and return to the detail view Close 6 By clicking on Cose you can leave the window 2015 k k information services GmbH 72 Wissintra 5 2 4 Audit criteria Note To work with criteria and processes you need the licenses for both modules the WissIntra NG Audit Manager Module and the WissIntra NG Process Manager Module Note To work with the criteria Audit Manager you have to assign first a procress in the WissIntra NG Process Manager Module Navigate to the WissIntra NG Audit Manager Click on the appropriate audit in the overview Navigate to the TAB CRITERIA The criteria are either assigned by s
65. s favorite Delete Print Auditreport Auditplan uae Close gt By clicking on __ you can close the dialog window To edit the information see the next chapter 2015 k k information services GmbH 74 Wissintra Edit audit criteria gt To edit an audit criteria proceed as follows 1 Navigate to the WissIntra NG Audit Manager 2 Click on the overview on the appropriate audit or 3 Select the audit from the audit program 4 In the dialog window that opens navigate to the TAB CRITERIA 5 Click on The dialog window switches into edit mode Edit audit General Team Plan Criteria Rating Report All gt Assign Criterion from Process from Guideline More Save amp Close Save Cancel Audit criteria can be linked to a guideline in two different ways select from processes select from guidelines Depending on the guideline the evaluation scheme is different e ISO evaluation scheme VDA evaluation scheme 2015 k k information services GmbH The WissIntra NG Audit Manager 75 More 4 gt If you click on the button the following options are available e Add as favorite e Delete e Print Auditreport Auditplan 0 Save amp Close 6 By clicking on the button you can save the entry and return to the detail view Close 7 By clicking on _Close you can leave the window 2015 k k information services GmbH 76 Wis
66. slntra amp Criteria from process Note Before you can assign a criterion from a process in the WissIntra NG Audit Manager Module you need to assign criteria to the process in the WissIntra NG Process Manager Module 1 Navigate to the Process Manager Module 2 Open a process card 3 Create the TAB CRITERIA Edit process General Description tondary processes Instructions BlueDark Responsible Q Mister Sauer Oliver OSA Substitute Mister Haas Tobias tha Please select Main function Development R amp D lt Function Select multiple options Documents E New 4 Click on 5 Select a guideline from the treeview 2015 k k information services GmbH The WissIntra NG Audit Manager 77 Edit process cot gt 29990 2010 12 DIN ISO gt EMAS III gt 9110 2011 02 DIN EN gt 50001 2011 10 DIN EN ISO gt 19011 2011 12 DIN EN ISO gt 9100 2010 07 DIN EN 91020 2012 07 DIN SPEC gt 9110 2007 w 9001 2008 ISO EN gt 0 1 Structure of the QMS _ gt O 0 2 Process orientation 0 3 Interdependencies to ISO 9004 _ gt LJ 0 4 Interdependencies to other Management Systems gt O 1 1 Scope of ISO 9001 gt 1 2 Application exception to ISO 9001 gt 4 1 General requirements for a QMS gt LJ 4 2 1 General requirements for documenting a QMS gt D 4 2 2 QM Manual D 4 2 3 Control of documents Save 6 Cl
67. ssembly line Standard audit A joint audit is when two or more auditing organizations cooperate to audit a single client Integrated will be implemented with An integrated audit is when a client has the integrated the next releases the application of requirements of two or more management systems standards into a single management system and is being audited against more than one standard Note This option is not available in WissIntra However you can define your own audit types in the settings Create an audit plan Arrange the audit team according to their competences Define the objectives of the audits the criteria and guidelines For e g the guidelines of VDA or ISO Specify the findings and determine actions that you can see and edit in the WissIntra NG Actionmanager module OJIA C 7 Assign the tasks 8 Check the required actions up on their effectiveness 9 Rate the audit 10 Record your results in a report 2015 k k information services GmbH 44 Wisslntra amp 5 1 1 Creating an audit program To create a new audit program proceed as follows 1 Navigatet to the WissIntra NG Audit Manager Module 2 Click on New Audit Program The following dialog window opens Add new program Title Title Parent node Please select v Program manager Please select v Start date dd mm yyyy End date dd mm y yyy Objectives Descript
68. sub suplliers are to be included This comprises the product features as well as functional requirements Requirement specification functional specification To Action Define Divisions Full Effective Note The influential factors are all contributing to the achievement of the requirement Edit Close Displays the possibility how to check if the criterion was adapted properly For example Check all escape route plans in the building The text is entered in the settings in the TAB CRITERIA Displays the process with its assigned guideline In edit mode Select a rating for the criterion via drop down menu Depending on the stored guideline there are differerent ratings available e fully effective 2015 k k information services GmbH The WissIntra NG Audit Manager 87 e partially effective not effective e not applicable n a Finding Displays the criteria and requirements of the guideline In edit mode Insert a finding for this criterion for e g which deviations to the criterion were found You can also list best practice samples or opportunities for improvement supporting evidence and recommendations for the auditee Finding Type Displays the explanation for the review options In edit mode Select a finding type for this criterion depending on the stored guideline for e g Main deviation Assessment Displays the explanation to assess the criterion In edit mode Insert an explanation explanatio
69. table view Audit Action or Document Manager It contains depending on the module either processes audits documents actions or ideas There are different types of view Matrix Tables and Dialog Windows Matrix In the Process Manager Module you can see the so called process cards that can be created deleted copied and coupled 2015 k k information services GmbH 14 Wissintra WissIntra View Reports Process Manager gt m x lt o 3 m 3 Tables Tables consist of a matrix which can be sorted or searched for by certain criteria filtered according to the column title and sorted by clicking on the Y symbol You can also delete entries from the table For e g Filter Click here and enter any text to search within this column F7 State F Title Filtern ll SW Product Audit 2015 k k information services GmbH First steps 15 Dialog windows Dialog windows contain dialog fields where the user can enter different types of information And you can navigate via tabs in them More T i The button 1 offers additional functions For e g SW Product Audit 11654 General Team Plan Criteria Rating Report Type Single Category Product Audit Guidelines 9110 2007 Il In planning Program Certification as premium customer Address H henstr 16 70736 Fellbach Planned for 29 07 2014 Started at 28 07 2014 Ended at Add as favorit
70. the audit should begin The length of the audit must be determined by the certification body based on documented procedures and needs to consider the requirements to the standards size and complexity of the audit outsourced activities in terms of management system results of previous audits number of locations risks related to products processes or activities and the type of audit single combined joint To select a date click into the field A calendar opens 2015 k k information services GmbH 56 Wisslntra amp Category Product audit July 2014 Guidelines e Mo Tu We Th j State 2 2 3 7 8 9 10 14 15 16 17 Program e oF 22 23 24 3 28 29 30 31 Address Today Planned date 01 07 2014 Start date 18 07 2014 End date 9 Click on the desired date tart date audit was changed from In planning to In process audit Objectives Insert your objectives for each audit Objectives include determination of the extent of conformity of the management system with the criteria extent of conformity of activities processes and products with requirements and procedures of the management system evaluation of compliance with legal and contractual requirements evaluation of the effectiveness and identification of areas for potential improvement Document examination Set a checkmark if you want a document examination Documents You can upload link select a document Upload The newly creat
71. ts To change the information see the following chapter 2015 k k information services GmbH 84 Wisslntra amp Edit rating 1 Navigate to the TAB RATING 2 Click on gt The dialog window switches into edit mode Depending on the evaluation scheme there are different views scheme for ISO scheme for VDA 2015 k k information services GmbH ISO evaluation scheme The WissIntra NG Audit Manager 85 gt Based on the ISO evaluation the following dialog window is displayed Edit audit General Team Plan Criteria v Process Guideline Chapter Content Comment Check possibility Actions Assessment Finding More a Rating Report 0 1 Customer Rating 9110 2007 0 1 General 0 1 Introduction of QMS The introduction of a QMS should be a strategic decision of an organization Design and realization of a QMS of an enterprise are influenced by Create action To Action FAX MACHINE Partially effective Xx v Fax machine is not available for all employees since it is located in an area that only teamleaders have acccess to Save amp Close Save Close 1 If you click on the detailed view 2015 k k information services GmbH button all criteria are displayed A click on the arrow expands the 86 Wisslntra amp gt Following information are displayed Title displays the appropiate chapter of t n he guideline Chapt
72. usions ora summary of the audit process areas that have not been covered implications for the audit program or subsequent audits opportunities for improvement etc For e g in case of a combined audit there are several lead auditors displayed and several guidelines The information about the criteria are displayed here This displays the names of the lead auditors for each criterion as defined in the TAB TEAM Assessment scheme This displays the assessment scheme as it was defined before Overveiw This displays the overview according to the scheme for e g ISO shows the degree of effectiveness Criteria This displays the criterria of the scheme Process This displays the criterion assigned to the process This displays the rating of the criterion Assessment explanation This displays the explanation for the assessment 2015 k k information services GmbH The WissIntra NG Audit Manager 95 1 Click on The dialog window switches into edit mode You can enter the following information for general information and for each guideline This is a textfield where you can enter a comment for each criterion of the guideline Insert a comment for this report for example a statement on the degree to which the audit criteria have been fulfilled audit conclusions or a summary of the audit process areas that have not been covered implications for the audit program or subsequent audits
73. was assigned the permission List in the Audit Manager Module he was assigned with no access and for location B he was assigned the permission Delete 2015 k k information services GmbH 20 Wissintra 4 2 1 Roles and Permissions According to DIN EN ISO 19011 2011 the following roles are available in the WissIntra NG Audit Manager Definition of the specific roles Lead auditor Leads the audit is provided with personal characteristics and competence to conduct an audit Co Auditor Person who is provided with with personal characteristics and competence to conduct an audit Observer Person who accompanies the audit team but does not audit Guide Person who is appointed by the client to assist the audit team Technical expert Person who provides specific knowledge and expertise to the audit team regarding organization process activity language culture Program manager Role in WissIntra which is not required in DIN EN ISO 19011 The following norm compliant permissions are available and can be assigned to the roles Lead Co auditor The auditor defines the Audit plan The auditor can edit all audits that are assigned to him pum E technical expert can read all audits that are assigned to him PEE observer can can read all audits that are assigned to him Nunc rM him Program manager The program manager is the audit coordinator and defines the audit program This means he creates audits and

5 The WissIntra® NG Audit Manager

Contents

Download Pdf Manuals

Related Search

Related Contents

5 The WissIntra&reg; NG Audit Manager

Contents

Download Pdf Manuals

Related Search

Related Contents

5 The WissIntra® NG Audit Manager