Create findings for an audit

During the audit review and summary phase, the lead auditor creates audit findings to document observations, deviations, and best practices identified during the audit. These findings help track and improve quality management processes.

Prerequisites

You must create the finding guidelines.

Procedure

1. Open the required quality audit and click the Findings tab.

2. In the Findings tab, click Create Finding .

3. In the Create Change panel, enter a detailed Synopsis describing what was found during the audit.

4. Specify the required properties.

5. In the Create Change panel, click the Participants tab and click Add Participants, select the required user and then click Add.

6. Select one of the following:

To continue editing later, click Create. To save and start working on the finding, click Create and Submit.

Note If Teamcenter Copilot Quality is available, you can prompt it to create suggestions for your quality data.

7. In the Findings tab, select the required finding and in the Finding Guideline column, select the required guideline from the list.

Note If you have created the finding with Teamcenter Copilot Quality the finding guideline is automatically added. You must review if the correct finding guideline is associated with the generated finding.

The options in the finding guideline is directly mapped to the rating of the question. The following table lists the default finding guidelines.

Option

Description

B – Best Practice

No action is required, and the rating of the associated question is set to the maximum value of 10 points.

F – Major deviation

Creating an action is mandatory, and the rating of the associated question the assessment is set to the minimum value of 0 points.

F – Minor deviation

Creating an action is optional, and the assessment is set to a mid-value of 5 points.

I – Improvement

Creating an action is optional.

O – Observation

Creating an action is mandatory.

For mandatory actions, the Action column shows an icon to indicate that an action must be created for the finding.

The icon is not shown when you create an action for the finding.