Plans and calendars
Create a plan and preview its tasks
Prepare active auditors, published non-archived templates, required locations and calendars.
Updated: 2026-11-06
Status: draft content. Full workflow verification and key-step screenshots are pending.
Updated: 2026-11-06. Purpose: Create a plan and preview its tasks。
Roles
OWNER / ADMIN
Before you start
Prepare active auditors, published non-archived templates, required locations and calendars.
Entry: /audits?tab=plans
Steps
- Go to Audits → Audit plans and start a new plan. Choose the appropriate single-group, multi-group or rotation configuration.
- Enter the plan name, date range, fixed time zone and frequency. Select templates, eligible auditors and applicable locations.
- Preview tasks and check dates, auditors, locations and coverage warnings. Preview again after any changes.
- When the preview is valid, save and generate tasks. Check the count and task list.
Expected result
Tasks are generated with frozen configurations; preview alone creates nothing.
Notes
The server checks resource eligibility and generation limits. If the result is unknown, retry the original operation.