6 Audits & Visits
Audits and visits are created against suppliers' sites and are managed between the retailer and supplier users. Issues of non-conformance may be created to manage any necessary follow-up corrective actions. Once created, a predefined workflow process is used to manage the audit/visit and any non-conformances through their lifecycle, ensuring the appropriate users are notified and given access to the relevant data in order to complete their role in the process.
Audits and Visits are created from templates. For information on the templates, see the Oracle Retail Brand Compliance Management Cloud Service Administration Guide.
Audits and visits are created from within the Site record. A system parameter can be set to also allow them to be created from the list of sites.
To work with audits and visits, select the Audits & Visits option from the Supplier drop-down list. The Audits & Visits tab opens.
Figure 6-1 Audit & Visits Page
The following columns are shown:
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Site Name
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Site Code
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Template
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Status
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Due Date
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Booked Date
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From Date
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To Date
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Lead Technologist
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Score/Grade
To edit an entry, select the row and then the Edit action. A tab opens in edit mode. For information on the fields shown for this tab, see Table 6-1.
To view details on an audit, double-click a row. A tab opens with the details.
Figure 6-2 Audit Details Page
Table 6-1 describes the fields in this view.
Table 6-1 Audit Details
Field | Description |
---|---|
Site Details |
|
Supplier Name |
Name of the supplier. |
Supplier Code |
Code assigned to the supplier. |
Site Name |
Name of the site. |
Site Code |
Code assigned to the site. |
Audit Details |
|
Code |
Unique identifier of the audit/visit. |
Record Type |
Type of audit/visit. |
Template |
Template used to create the audit. |
Status |
Status of the audit. |
Audit Type |
Indicates whether this is an internal or third-party audit. |
Announced |
Indicates whether the supplier knows that the audit/visit is scheduled. |
Lead Technologist |
Retailer person responsible for the audit/visit. |
Dates & Costs |
|
Booked Date |
Date the audit/visit is expected to take place. This is optional. |
Due Date |
Date the audit/visit is due to be completed |
Audit Date |
From and to dates when the audit took place. |
Time Spent (hours) |
Time the retailer spent working on the audit/visit. |
Cost Recovery |
Indicates whether the cost (all or part) of the audit/visit is recharged to the supplier. If Yes is selected, the Cost Recover Comments field appears. The amount to be recharged can be entered here. |
People Present |
For each person present at the audit, the following information is listed:
|
The following subtabs are available:
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Audit Details
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Checklists
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Issues: List of any issues found during the audit/visit.
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Summary & Comments: Information recorded during the audit/visit.
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Project Links: If Project is purchased and implemented, list of projects and status.
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Custom Fields
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Change History
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Attachments: Documents attached to this audit/visit.
To see the list of issues from the audit/visit, select the Issues subtab.
Figure 6-3 Audit/Visit Issues Page
The following subtabs are available. Select a subtab to see the information for the issue:
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Issue Details
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Custom Fields
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Change History
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Attachments: List of documents attached to the issue.