Adding An Audit

Use an audit to group the findings or issues identified during the same review.

Before you begin

• Confirm that your role allows you to create audits.
• Gather the audit name and any available date, description, owner, type, organizational, and tag information.
• Custom audit fields vary by account and are managed by an AuditFindings administrator.

1. Open the new audit form

1. Select Audits in the navigation.
2. Select Add New above the audit list.

2. Enter the general audit details

On the General tab, enter the information available for the audit:

• Audit Name and Audit Date
• Description and Conducted By
• Audit Type, Department, Country, and Region, when applicable
• Audit Tags: enter a new tag or select an existing tag

The available choices depend on your account configuration.

3. Complete account-specific fields

Select Other to review custom audit fields configured for your organization. The field names and choices shown in your account may differ from this example.

4. Save the audit

Select Save Audit. The menu beside the button also provides Save & New, Save & Archive, and Save & Close.

The Comments, Files, and Issues tabs become available after the audit is saved.

Next steps

After saving, add findings to the audit. See Adding Issues or Importing Issues.

Troubleshooting

If Add New is not available, confirm your role and account permissions with your AuditFindings administrator.