Open up the Entity profile you need to create an assessment plan for

With the profile open, select 'Compliance Assessments' form special actions on the menu on the left hand side.

Select 'Create Special Action' button to create the assessment plan

Choose the relevant org, and document type and choose the forward chevron. Document Layout is blank intentionally.

Title your plan. You will already notice that the profile from which you created this plan is here as a link.

Assign an allowance. This determines who's names you will see as choices of auditors. See your administrator if you do not see the names you need.

Make choices of categories for Departments, Management System and Business unit(s) relevant to this plan.

Choose a priority and enter an audit start and due date.

You can enter a number of days to pass before the next assessment is due based on, for example, the close date of the first audit.

Enter details about the audit. What is to be checked for Quality and HS&E.

The actions Register comes into effect, if and when, corrective or preventive actions are raised and the status will be displayed here as links. You can associate other items and also add other profiles if required

Using the 'Manage Associated Items' button you can add audit checklists which may already be configured in document control. See slide set for 'How to make Audit Checklists'.

Once you have clicked the managed associated items button you will then see a screen to 'Add' items. Select Document Control and the relevant org.  You can do this multiple times as required if you want to choose check lists that perhaps exist in another org.

Choose either Global or Local Compliance assessment checklists depending on where the checklist you need belongs

Once you have chosen all the checklists you require, you must then select 'Add selected items'.

Choose the chevron to finally add the checklists to the plan. You can repeat the whole process if you wish later to add more checklists.

You can notify others of this plan by copying them into this section.  Once complete, either Save and Close or Submit for Acceptance. Save and close does not start the process or copy recipients.