Practical Tips to Rock Your Virtual Audit
Kristy Kistner, Director, Performance Excellence, ORAU, Harriman, TN, USA
Keywords: Virtual Audits, Remote Audits, Practical Tips
The COVID-19 pandemic has been a crisis in many dimensions – public health, the economy, communications, and business practices, just to name a few. The pandemic and social distancing have forced many institutions to go virtual. It has also moved virtual auditing from a possibility to a necessity. ISO 9001-registered organizations needed to move to virtual auditing so they could maintain their annual external audit schedule (surveillance or re-registration).
This session will outline how Oak Ridge Associated Universities (ORAU) transitioned from an in-person to a virtual audit in 2020 and had a second virtual audit in 2021. The session will address:
When should you schedule the audit?
Who should attend?
Who will the auditor(s) interview?
How will the auditor observe work?
-Communicating before the audit
What do you communicate to members of top management?
How do you prepare interviewees for the virtual interview experience?
What should you do if meeting attendees lose connectivity? What if the auditor loses connectivity?
To share or not to share cameras?
“You’re not on mute” – minimizing distractions to keep the meeting focused.
How secure is information shared in a virtual meeting?
How can you share electronic copies of business sensitive documents?
-Communicating during the audit
How do you “go around” a virtual meeting room to introduce participants?
How do you avoid meeting attendees interrupting each other?
If a virtual meeting is running over its allotted time, how do you alert attendees for the next meeting?
In addition to learning the above, attendees will receive a Virtual Audit Tip List.