Page Comparison

...

1. Click Export Audit Data. The CSV file will open or download in the manner you've specified in your browser.
   
   
   
   

2. Click Close to pause the audit.
   

   Tip

   title	TIP

   The exported information can now be sent

   This puts the audit in a draft state.

   Include Page
   DI:Note - Finding a Draft Audit DI:Note - Finding a Draft Audit

   
   
   

   Image Added
   
   

3. Send the CSV file to your auditor who will then provide you with a Document Request List (DRL).Image Removed
   
4. Once the DRL is received from the external auditors, resume audit set up with Step 4: Setting up Audit Requests.

5. Alternatively, click any of the circled step numbers at the top of the screen to continue with audit setup.

Audit Data

The audit data is structured to show your external auditors how your organization's controls map to the objectives in your compliance program. It can also help them arrange an interview schedule with relevant control owners.

The following are the column headings in the CSV file:

...

...

1. Enter aField title. This describes the name of your customized field.
2. Select the Field type in the dropdown menu. This allows you to designate how the response will be handled in the template and include the following.:
   • Text
   • Rich Text
   • Date
   • Checkbok
   • Dropdown
   • Map:Person
3. Click Make this field mandatory to require a response in the template.
   
   
   
   
4. Click Next to continue with audit set up.

5. Alternatively, click Add Field to continue creating customized fields.
   
   

   Info
   title NOTE
   Continue to the next section - Step 4: Setting up Audit Requests.