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Adding Issues

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Use Issues to add audit findings one at a time or import several findings from a spreadsheet. Choose the method that best fits the amount and format of your data.

Before you begin

  • Confirm that the audit exists, or choose Not Assigned if you will organize the issue later.
  • Make sure your role allows you to create or import issues.
  • Configure any required custom fields before you run a bulk import.

Open Issues and choose a method

  1. Sign in to AuditFindings.
  2. Select Issues in the main navigation.
  3. Select Add New for a single issue or Import for a spreadsheet.

Issues toolbar with the Import and Add New buttons

Use Add New for manual entry or Import for a spreadsheet.

Add an issue manually

Manual entry works best when you have a small number of findings or the information is not already in a spreadsheet.

  1. On the Issues page, select Add New.
  2. On the General tab, enter an Issue Name and Description.
  3. Add the fields your workflow requires, such as Issue Date, Priority, Status, Due Date, Audit, Owner, Primary Assignee, Recommendation, and Resolution. Available fields can vary by account configuration and permissions.
  4. Use the other tabs when needed for CAPs, comments, root cause, verification, related issues, or files.
  5. Select Save Issue. Use the arrow beside it for Copy Issue, Save & Notify, Save & New, Save & Archive, or Save & Close.

New Issue panel showing the General tab and Save Issue button

Enter the finding details on the General tab, then save the issue.

Import issues from a spreadsheet

Import is best when your issue data is already organized in a spreadsheet.

  1. On the Issues page, select Import.
  2. Choose Create New Issues or Update Existing Issues.
  3. Select the audit that should receive the issues. You can also choose Create Audit or Not Assigned.
  4. Select an .xls, .xlsx, or .csv file.
  5. Map each spreadsheet column to the correct AuditFindings field.
  6. Review the assignment email option and date formatting. Use MM/DD/YYYY for U.S. accounts or DD/MM/YYYY for international accounts.
  7. Select Import, then review the results and confirm the import succeeded.

Import Issues panel showing file formats, date formatting, and assignment email option

Select the import mode, audit, and spreadsheet before mapping fields.

Import tip: Use one header row, keep data in columns, and avoid merged cells. Set up custom fields before importing if your spreadsheet includes them.

For detailed mapping guidance and sample file information, see Importing Issues.

After you add issues

  • Open the issue to confirm its audit, status, priority, owner, assignee, and due date.
  • Add files or comments when evidence and follow-up information become available.
  • Use the Issues page filters or Dashboard to monitor progress.

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