Structure Overview

AuditFindings is organized around audits and issues. Audits group related work. Issues are the individual findings, action items, or exceptions that teams track until they are resolved.

How the structure works

• Admin controls the account setup: users, permissions, fields, tags, and other settings available to your organization.
• Audits group related findings. An audit may represent an engagement, assessment, review period, department, project, or compliance area.
• Issues are the individual findings that need attention. Each issue can include an owner, assignee, status, priority, due date, recommendation, resolution, comments, CAPs, verification details, related issues, and files.
• Files provide a central place to find documents and evidence uploaded into AuditFindings.
• Dashboard and Reports roll the data back up so leaders and teams can monitor progress, identify overdue work, and export information when needed.

Main navigation

The main navigation includes the primary areas most teams use. The exact items available to you can vary by your role and permissions.

Dashboard

Use Dashboard for a high-level view of audit and issue activity. Dashboards help you spot what is open, overdue, assigned, or changing across the account. See Dashboard Overview for more detail.

Audits

Use Audits to create and manage audit records. Audits are the containers that help organize related issues and make reporting easier. See Adding An Audit if you need to create one.

Issues

Use Issues to add, import, assign, update, and close findings. This is where most day-to-day follow-up happens because each issue tracks ownership, status, priority, due dates, comments, files, CAPs, and verification. See Adding Issues to learn how to create issues.

Files

Use Files to locate documents and evidence that have been uploaded into AuditFindings. This is useful when you need supporting documentation for management, regulators, auditors, or other stakeholders. See How do I start uploading files?

Reports

Use Reports to run built-in reports, return to reports you use often, and manage reports created for your organization. Reports are helpful when you need a repeatable export or summary view outside the issue grid. See Reports Overview.

Admin

Use Admin to manage users, permissions, account settings, billing, and configuration such as tags and custom fields. Admin options vary by account type and your access level.

Common workflow

1. Set up users, permissions, fields, and tags in Admin.
2. Create or select an Audit.
3. Add or import Issues for the audit.
4. Assign owners and assignees, set due dates, and update issue status as work progresses.
5. Add comments, CAPs, verification notes, and files as evidence is collected.
6. Use Dashboard and Reports to monitor progress until the issues are resolved.

Where should I go?

• Need a high-level view? Start with Dashboard.
• Need to organize findings under an engagement or review? Use Audits.
• Need to track a finding to resolution? Use Issues.
• Need evidence or attachments? Use Files.
• Need an export or recurring summary? Use Reports.
• Need users, access, fields, or tags? Use Admin.