Overview and Access

Overview

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

Opening Audits Visual Display

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.
   
   
   
   
2. The Audits page displays with graphs and metrics.

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.
   
   

   TIP

   Alternatively, filter to a specific audit by clicking the All Audits heading and selecting the audit in the dropdown.

   
   
   
   

2. The Audit summary page displays.
   
   
   
   

   NOTE

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

Opening the Audits Page in List View

This Audits page in 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.

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.
   
   
   
   

2. The Audits list view page displays with audit line items.
   
   

   NOTE

   For general instructions on how to edit and manage audits directly from the list view, see Navigation.

   NOTE

   Continue to the next section - Creating an Audit.