General handling

AuditXpress Neo can be started with a double click, either on the desktop icon, or on the .ifs file icon. The software allows to open multiple sessions at the same time.

The blue menu bar at the top of the application is for the administration of the application and for adjustments in the user settings.

Symbol	Explanation
	A click on the `HOME-BUTTON` opens a new AXP Neo window.
	If you click on the `MENU-BUTTON`, it opens the management menu. See Management menu
	Click on the `AUTO-SAVE-TOGGLE` to save all changes in the .ifs file automatically (every 5 minutes).
	Click on the `SAVE-BUTTON` to save the .ifs file manually.
	Once the .ifs file is saved, the system displays the storage location in the menu bar.
	An update is available. Please click on the `UPDATE-AVAILABLE-BUTTON` to install the update.
	A click on the `HELP ICON/QESTION MARK ICON` opens the online user manual for AuditXpress Neo.
	A click on the `APPLICATION-BUTTON` opens the application settings. Here, you can set the application language, upload your logos and add AXP Neo licences. See Application and user settings
	With these icons, you can minimize, maximize or close the application.

Click the -Button in the top menu bar to open the file management menu. In the menu you can select the following options:

New file: You can open a new AXP Neo file.
Open file: You can open an existing file.
Import Master Data (see Import master data)
Import Audit Data (see Import audit data)
Save: You can save your current file.
Save as: You can save your current file under a new name.
Search: You can search for keywords within the file across all tabs (see global search function).
Template editor (see Template editor)

1.3 Import master data

As CB and auditor user in the IFS Database, you can import the master data of a customer by clicking in the file management menu on Import master data.

Enter in the upcoming window the COID of the customer, your e-mail address and password you are using to login to the IFS Database.

Click on SUBMIT to import the master data from the IFS Database to the file.

Please note

The imported data will overwrite the current data in the file. You cannot undo this process.

1.4 Import audit data

You can import files from previous audits/assessments by clicking in the file management menu on Import audit data.
To select a previous audit/assessment file, click on SELECT FILE.
The import of AXPX (.axpx) and AXP Neo (.ifs) files is possible.

Please note

The imported data will overwrite the current data in the file. You cannot undo this process.

1.5 Application and user settings (incl. licences)

Click the -icon in the top menu bar to enter or adjust the application and user settings. The settings menu is structured into the following tabs:

1.5.1 User

Possibility to fill in user data. You can store here your e-mail address, you are using to login into the IFS Database. This e-mail address will also be used for the Import master data function See Import master data.
Change of application language

1.5.2 Licences

Add licences with a click on the button ADD LICENCE.
Delete licences with a click on the -icon

The licences for AXP Neo are generated in the IFS Database in the same way like for all other IFS Standards.

The licence key from the previous software auditXpressX (AXPX) can be used in AXP Neo, too. This allows to run both applications in parallel, if needed. The key symbol appears if a licence is added for a standard, program or check.

Please note

This function is intended for certification bodies only.

1.5.3 Logos

You can store your certification body / assessment provider logo and, if applicable your accreditation body logo here. AXP Neo prints the uploaded logos on the report and certificate/letter of confirmation. Click on the button UPLOAD FILE to add the logos to AXP Neo.

Please note

The logos must be in PNG or JPG format. Max size 1 MB.

1.5.4 System

The current application version number is displayed in the tab System. The button DOWNLOAD LOGS can be used to export the AXP Neo log files in case an error occurred. The log files will help the IFS Customer Support to solve issues with the application.

The blue panel menu bar is displayed at the bottom of the application window.

A click on an item in the panel will open the panel area.

The size of the panel area can be adjusted with the -button.
The panel area can be closed again with a click on the -button or by a second click on the panel item.

The panel menu bar at the bottom of the application can be used for the fast access of useful functions during the audit/assessment.

Symbol	Explanation
	Click on the displayed language to switch the application language. The language of the application can also be changed under settings >> user (see user).
	Click on the search item to start the global search function. See global search function
	Click on the status item to open the status check in the panel area. The status check in the panel area shows the same information like the status check displayed in the IFS Standard/Program area. A click on a data entry will redirect you to the corresponding data field.

2.2 Global search function

The global search function can be used to find keywords within the file across all tabs. The search function can be accessed in the following ways:

By a click on the -item in the panel menu bar
By pressing the key combination Crtl+F
By selecting search in the context menu (right mouse click)
By selecting search in the upper menu bar

To start the search, enter a key word in the search field and press enter. The search function shows the total number of the search results and lists the links to them. Simply click on a search result link to jump to the indicated place in the file. All search results are highlighted so that these can be detected in an easy way.

In contrast to the checklist search function (see checklist search function), the global search function scans the whole file and all tabs in the application for the entered key words.

General handling

1. Main menu bar

1.1 Explanation of the menu bar symbols: