Audit & Sign-off

Manage the audit of a compliance initiative

Open the Audit tab to read audit progress, readiness, and score, work the requirement and finding sub-tabs, and nudge or assign auditors.

Overview

Track audit progress, requirements, and findings inside a compliance initiative.

1 Open a compliance initiative and click the 'Audit' tab.
2 Review the stat cards: Overall Audit progress, 'Audit Readiness' score, and 'Audit Score'.
3 Review the assessment cards: 'Total Requirements', 'Completed Requirements', 'Signed Off Requirements', and 'Open Findings'.
4 Use the sub-tabs Overview, Workstream, Evidences, Assessments, Findings, Reports, and Assessors.
5 If the audit is ongoing, click 'Send Nudge'; if it is complete, click 'View Assessments'. If no auditors are assigned, click 'Assign Auditors'.
6 Open 'Findings' to review non-conformities and 'Assessments' to see requirement completion.