Customer basic information IATF 16949 - dqs.de · IATF 16949. DQS GmbH Deutsche Gesellschaft zur...

Audit Manager

Basic Customer Information

IATF 16949

www.dqs.de DQS GmbH Deutsche Gesellschaft zur Zertifizierung von Managementsystemen

Audit Manager

Sign-up

Login

Opening the audit file

Working with the audit file / Interaction with the

auditor

Important links

Support

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Sign-up

If your auditor decides to sign you up for an audit file,

you will receive the following mail:

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If you are a first-

time user, please

follow this link:


Sign-up

You will be directed to the following page

Choose your password. Please consider the following security elements.

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Your e-mail address


Sign-up

The link allowing you to choose a password is

available for 72 hours and will only work ONCE.

Should you see the page shown here without having

selected a password, please contact your auditor or

[email protected]

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mailto:[email protected]


Sign-up

After successfully selecting your password, the

following page will appear:

You can now log in at https://auditmanager.dqs.de

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https://auditmanager.dqs.de/


You can log in at https://auditmanager.dqs.de

Before you can start, please check:

The language, as this can only be changed by logging

out and logging in again.

Prerequisites check

Is "Application Ready" being displayed

Login

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Login – system requirements

For the Audit Manager to work, OK must be displayed

in all fields, as shown below.

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You can return to https://auditmanager.dqs.de

via mouse click.



You can log in at https://auditmanager.dqs.de

After entering your user name and password, please

click "Login"

Login

Your e-mail address

Your password

You have forgotten

your password

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Login forgotten?

You have already been cleared for access to the Audit

Manager, but do not have your password ready to

hand?

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View after opening the audit file


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Main

menu/

Log Out

Navigate between

overview pages for

more than 10 audit

files

Search functionUpdate

Username

Information

about the audit

file

Open the

audit file

Processing status of

the audit file

Who has most recently

edited the audit file and

when

Need

help?



There are two ways of opening audit files

1. Double-click the audit file

2. Cog-wheel Open audit file

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Audit file – locked

To prevent loss of data we have ensured that only one

person can work on any given audit file at the same

time.

Please contact your auditor, if you attempt to open an

audit file and receive a message that it is being

processed by them.

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Save not possible


Audit file – menu

Any audit file has three main sections:

Customer data (basic information, sites, processes)

usually open

Audit planning (audit schedule)

Audit results (action plan management)

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Audit file – customer data

Check/ edit Data:

Check: The first three

categories with the status

„read only“ and inform

your auditor of any

errors.

Edit: The categories

bordered in green.

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Audit file – activation customer –Customer Data – Contact persons

First Access – Prerequisite:

Auditor has created an audit file for your company

Your contact is deposited in the file under „contact

persons“

Future Access:

You have access to any other audit file of your

company…

which was created by your auditor AND

in which you are deposited as a contact person.

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The Auditor

enables access for contact persons in the Audit Manager.


Audit file – Customer Data Contact persons

Existing contact persons already activated:

Activate existing contact persons: Please contact your auditor for activation (contact details under "Audit planning-General"

Register new contact persons and activate them: Please contact your auditor (contact details under "Audit planning-General")

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Audit file – customer data –management system and its processes

Processes already exist: Edit them in the Audit Manager or

export the table to Excel and edit them externally. Then

import the Excel spreadsheet again.

Processes do not exist: If the table is empty, you can

download an empty Excel spreadsheet, fill it, save it locally

and import this local file (ATTENTION: The import overwrites

already existing contents of the table)

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Audit file – audit planning

Details of the upcoming audit

General: standards, audit period, audit team, DQS customer

service person, etc.

Agenda and objectives: Edit Audit agenda - confer with the

auditor.

Documents: Upload and insight of relevant documents

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Audit file – audit planning –general

This menu item contains general information on the upcoming audit.

Read-only, no editing possible

Information contained here includes e.g.:

Audit schedule

Standard audited

Audit team

Your DQS customer

service person

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Audit file – audit planning –agenda and objectives

Edit agenda: Find the audit agenda prepared by the auditor

for editing.

No data available? If you can not find any entries here,

please contact your auditor

Auditor has not yet prepared a

schedule

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Audit file – audit planning –agenda and objectives

After selecting a line by placing a check mark in front of it,

you can edit it by selecting "Edit".

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For better clarity,

you can filter by

specific audit

days.


Audit file – audit results

The auditor records their evaluation under the heading

of „Audit results".

You may edit actions taken by you under

"Opportunities and Non-Conformities".

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Audit file – audit results –edit actions

The fields you have to edit are highlighted in orange.

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Inform your auditor about the processing

status!

For each section of the audit file, you have the option to

inform your auditor about its current processing status at the

end of the page.

For this, you can

place one or more

checkmarks at the

respective position

and add text information

for the auditor.

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The option for action plans only

appears if actions are required.


Document Upload - Documents

The section “Documents" is visible in every navigation point.

Upload document: Here you can upload documents for the

audit.

Document Type: Please select the appropriate document

type to upload your documents.

Document list: Overview of uploaded documents

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Documents – Create documents from the Audit

Manager

Documents from the Audit Manager: Several documents can be created directly from the Audit

Manager and archived in the section “Documents” (e.g.

audit report, audit plan, action plan)

Authority to create documents: The authority to create these documents is the

responsibility of the auditor.

If you miss necessary documents in the section

“Documents", please contact your auditor. He can create

and save the documents in pdf format in the Audit

Manager.

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Audit file – Save & Close

After editing all information, click on Save.

The information that your audit file has been saved will

now be displayed.

Notify your auditor of the changes you have made at

this time.

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Close audit file and log out

When you have finished editing the audit file, please

close the file and log out of the Audit Manager.

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Attention!

Be sure to close the file correctly!

If you close the browser without closing

the file correctly, the file will be locked

for editing by other users.


Important links

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Login Audit Managerhttps://auditmanager.dqs.de/Login.html

www.dqs.de - DQS Audit Manager

https://auditmanager.dqs.de/Login.html

https://www.mydqs.com/kunden/dqs-audit-manager.html


Support

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Need any help?

Use "Contact Support" in the Audit Manager

Or contact our hotline at [email protected]



Are you missing any information in the user's guide

or have questions about the Audit Manager?

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We are happy to hear your suggestions!

Our hotline is waiting for you:

DQS Audit Manager Projektteam

• [email protected]

• 0049 69 95427-555


Customer basic information IATF 16949 - dqs.de · IATF 16949. DQS GmbH Deutsche Gesellschaft zur...

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