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Table of Contents

Benefits

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To locate a draft audit, please see Finding Draft Audits

Different Audit Views

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There are two different Audits page displays: the Audits visual display, and the Audits list view.

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The screenshot below illustrates the Audits visual display page.


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The screenshot below illustrates the Audits list view page. This is primarily for administrators.


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Opening Audits Visual Display

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This Audits page provides a more visual representation of your audits, with graphs and metrics surrounding control effectiveness, returned requests, and the status of issues. All of your information is a click away with easy-to-understand visuals of an audit's progression.

To access the Audits visual display page, complete the following steps:

  1. Click Audits in the left-hand navigation.

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  2. The Audits page displays with graphs and metrics.


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To locate a draft audit, please see Finding Draft Audits.

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OpeningAnAuditSummaryPage
OpeningAnAuditSummaryPage
Opening an Audit Summary Page

The Audit summary page looks similar to the display on the Audits home page with the exception that opening an individual audit has additional headings and is the only audit on the page.

To access the Audit summary page, complete the following steps:

  1. Scroll to the audit and click the name.

  2. Alternatively, click the arrow beside the All Audits dropdown and select the desired audit.

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  3. The Audit summary page displays for the selected audit.

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    Much editing for an audit can be done on the Audit summary page and is documented in Managing an Audit.


Opening the Audits List View Page

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This Audits page list view enables you to perform multiple activities directly on the page without clicking into an individual item. All audits, whether they are active, complete, or draft, are displayed together and can be sorted by the user.

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This view is for administrators who may be managing multiple audits at once.


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To access the list view of audits in the system, complete the following steps:

  1. Select System of Record | Audits (under the Audit Management heading) in the left-hand navigation.

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  2. The Audits list view page displays with line items of all audits in the application.

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    For general instructions on how to edit and manage audits directly from the list view, see Navigating, Editing and Bulk Actions.


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    Continue to the next section -

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  1. Creating an Audit.