Audit Lifecycle

Every audit in qportal moves through a defined set of statuses. Only certain transitions are allowed, ensuring data integrity and a clear audit trail.

Status Flow

Draft ──► Planned ──► In Progress ──► Completed ──► Findings Published
  │          │              │
  ▼          └──────────────┴──► (Reopen → back to Draft)
Cancelled
(from Draft or Planned only)

Allowed Transitions

Action	From Status	To Status	Who
Plan	Draft	Planned	Audit Manager
Start	Planned	In Progress	Audit Manager
Complete	In Progress	Completed	Audit Manager
Publish Findings	Completed	Findings Published	Audit Manager
Reopen	Planned, In Progress, or Findings Published	Draft	Audit Manager
Cancel	Draft or Planned	Cancelled	Audit Manager

Note: Cancelled audits cannot be reopened. If an audit was cancelled by mistake, create a new one.

What Changes at Each Step

Draft → Planned

The audit is officially scheduled
Team assignments and question catalog should be finalised before this step

Planned → In Progress

Fieldwork can begin: auditors can now record question responses
Findings can be created

In Progress → Completed

Fieldwork is concluded; question responses and findings are locked
Action items remain open and active

Completed → Findings Published

Findings are formally published to stakeholders
This is the final status for the audit content itself

Reopen (any → Draft)

Returns the audit to Draft for corrections
Previously locked data becomes editable again
Use sparingly — intended for corrections, not routine edits

Audit Team Locking

The audit team (team members and their roles) can be changed freely while the audit is in Draft or Planned status. Once the audit moves to In Progress, the team is considered active for the fieldwork period.

Tips

Use the Reschedule action to adjust planned start/end dates without changing the status (useful for drag-and-drop rescheduling in planning views)
The audit number (auditNo) is a free-text field you can use to reference external audit plans or numbering schemes