> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartpractice.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Audit beplanning per maand

1. Kies PlanSmart

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_mcgdzn.png)

2. Kies "Planning"
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_2dcg5.png)

3. Klik op "Audit Planning Per Month"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_m6lvlr.png)

4. Filter die verslag soos benodig

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1gf98ih.png)

5. Klik op "Show Report"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_iwa6mv.png)

6. Hierdie verslag sal al jou kliënte wys wat vir die Audit diens gemerk is, hul beplanningsmaand, sowel as die gebruiker wat aan daardie kliënt toegewys is.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1oh6qw1.png)

7. As geen beplanningsmaand toegeken is nie, klik op "Update".

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_165sytm.png)

8. Kies die Beplanningsmaand

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1qlpfp6.png)

9. Klik op "Save Details'

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_xqfiur.png)

10. ’n Groen regmerkie sal nou verskyn, saam met die toepaslike gebruiker, sodra die beplanningsmaand gestoor is.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1vcc3z0.png)