Automated auditor allocation: how an allocation engine decides
How automated auditor allocation works: filtering by rules, ranking valid options, optimising the whole programme and explaining every choice to planners.
Key takeaways
- Hard rules filter; preferences rank; optimisation balances the whole programme.
- Every choice is explained, including why others were ruled out.
- Planners approve before anything is booked.
Automated auditor allocation filters out anyone who breaks a hard rule, such as competence, accreditation, availability or conflict of interest; ranks the remaining options by preferences such as internal-first, travel and fairness; optimises across the whole programme; and explains each choice for a planner to approve.
Three stages of allocation
- 1FilterRemove anyone lacking competence, accreditation, availability or impartiality.
- 2RankOrder valid options by internal-first, travel, fairness and cost.
- 3OptimiseChoose the combination that works best across all audits at once.
Hard rules and preferences
| Rule | Type |
|---|---|
| Competence per standard and code | Hard |
| Accreditation per standard | Hard |
| Qualification valid on audit dates | Hard |
| Declared conflicts and rotation limits | Hard |
| Internal auditors first | Preference |
| Shorter travel | Preference |
| Fair workload | Preference |
Hard rules are never traded off. Preferences only choose between allocations that are already valid.
Why whole-programme optimisation matters
Allocating audit by audit gives the best auditor to the first audit booked, even if that auditor was the only option for a harder audit later. Optimising the whole period avoids those traps and uses internal capacity better.
See what the AI actually does and audit team selection.
ScheduleAI is audit scheduling software built for testing, inspection and certification (TIC) organisations, with a planner approving every plan.
ScheduleAI's allocation engine filters by 35+ rules, ranks valid options by your preferences, optimises the whole programme and explains every choice for planners to approve.
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What is automated auditor allocation?
Software that assigns auditors to audits by filtering on rules, ranking valid options and optimising across the programme.
Are hard rules ever broken?
No. Competence, accreditation, availability and impartiality rules are never traded off.
Why optimise the whole programme?
Allocating one audit at a time can use up scarce auditors needed for harder audits later.
Can planners override allocations?
Yes, with a recorded reason.