Creating specifications for audits and surveys

You can use specifications to define audits and surveys that are categorized according to predefined types. You can also use specifications to add standards-based information that is important for compliance with plant and industry standards.

Before you begin

A classification must be assigned to the audit or survey for which you want to develop a specification.

About this task

You create specifications for an audit and survey record by specifying values for the attributes that belong to the audit and survey classification. You can also add attributes that do not belong to the classification, but are relevant to the audit or the survey. The additional attributes and attribute values that you specify in the audit and survey record do not affect the original classification.

1. In the Audit and Survey application, open the audit and survey record that you want to modify and go to the Specifications tab.
2. Select the classification that is assigned to the audit and survey record.
3. In the Specifications table, specify values for the attributes that belong to the audit or the survey classification.
4. Optional: Add new attributes and specify values.
5. Save the record.