AUDIT CASE MANAGEMENT WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Initialize Audit Case: Create a new entry in the 'Audit Case' data model to begin the audit lifecycle.
[ ] Fetch Audit Checklist Template: Retrieve the standardized audit checklist associated with the specific audit type.
[ ] Assign Auditor: Create a task for the assigned Auditor to review the initial case details.
[ ] Set Case Status to 'In Progress': Update the Audit Case entry status to reflect that the field investigation has started.
[ ] Retrieve Evidence Records: Get all related 'Evidence' entries linked to the current Audit Case.
[ ] Calculate Total Non-Compliance Score: Sum the 'Severity Points' from all non-compliant findings identified during the audit.
[ ] Calculate Risk Rating: Apply a formula based on the Total Non-Compliance Score and the Department Risk Factor to determine the overall Case Risk Level.
[ ] Assign Findings Review: Create a task for the Compliance Manager to review the aggregated findings and calculated risk.
[ ] Update Case Risk Level: Update the Audit Case data model with the newly calculated Risk Rating.
[ ] Notify Auditee of Findings: Send an email to the Department Head containing a summary of the identified non-compliance issues.
[ ] Create Corrective Action Plan (CAP) Task: Create a task for the Auditee to submit a remediation plan if the risk level is High or Critical.
[ ] Generate Final Audit Report Entry: Create a permanent record in the 'Audit Reports' data model summarizing the completed case.
[ ] Generate PDF Audit Summary: Generate a formal PDF report based on the data from the Audit Case and its findings.
[ ] Send Final Report to Stakeholders: Send the generated Audit Summary report to the Executive Committee via email.
[ ] Close Audit Case: Update the Audit Case status to 'Closed' and timestamp the completion date.

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