2nd Party Audits can be used to conduct your own audits either internally or with your suppliers from time to time to ensure that they're operating within standards that you've set. When you utilize 2nd Party Audits, you'll be able to score them so that you can track how each location, whether internal or a supplier, is doing over time.
Steps for Creating 2nd Party Audits
1. Click on the 2nd Party Audits link in the left navigation bar
2. Click on "Manage Audit Templates"
3. Click on "Create a New Audit Template"
4. Fill in template as needed and click Save
Details on Creating 2nd Party Audits
To begin creating your 2nd Party Audit, you'll want to navigate to the button labeled, "2nd Party Audits" in the left navigation section under "Manage + Monitor" and click it to advance to the 2nd Party Audits page.
Once you're on the landing page for 2nd Party Audits, you'll be able to create, assign and view everything related to the audits. To get started in creating your audit, you'll select "Manage Audit Templates."
Once you've done that, you'll be directed to a page where you'll be able to create a new audit template and also review any other templates that you've previously created. For now, we'll focus on creating a new audit template. To do this, select "Create a new audit template."
Creating Your Template
The first thing you'll notice when you create a new audit template are the drop-down menus at the top of the audit. Those menus include the frequency of the audit**, whether it's an internal or supplier audit, the type of location for that audit, and any products that are also being audited.
**One thing to note when setting up your template is to be careful when selecting the frequency of the audit. If you select "Annually" and conduct an audit at a specific location, you won't be able to re-audit that location until that year has concluded.
After you've selected the information from the drop-down menus, you'll want to name the audit template. This can be generic or you can have it specialized for a specific supplier, location type, etc. To name the template, you'll click in the field labeled, "New Template." Type in the template name and click out of the text box.
Once you've named your template, you're ready to load in the questions for your audit. On the left-hand side of the template, you'll notice a section called, "Question Types." These are the questions that are available to be filled out in the audit. You can either hold and drag them into the question section or you can double-click on the question type and it will automatically appear in the next available spot in question section.
Once you've finished loading in all of your questions for your template, you'll select "Save" in the lower right-hand corner and then the audit template will be ready for use.