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Finding your way around: Templates, My Templates, Records, Findings, Requests

What each tab in the Audit area is for.

Written by Caim Hermoso

Who this is for: All users. Requires an audit role.

The Audit area has six tabs.

Tab

What it holds

Who uses it

Audit Templates

The Sevron global library of prebuilt templates

Anyone browsing for a template to adopt

My Audit Templates

Your organisation's own collection — added and built templates

Anyone scheduling or conducting audits

Audit Records

Every audit: scheduled, in progress, completed, archived

Everyone

Audit Findings

Every finding across every completed audit

Anyone resolving or tracking findings

My Template Requests

Templates you have asked Sevron to build, and their progress

Anyone who has raised a request

About

Version information for the Audit Module

Anyone checking what they are running

Two things live outside the Audit area:

  • Corrective actions are in the Actions module. Filter by Action Type = Audit Corrective Action to see only those raised from audits.

  • Reports are under Reports > Audits.

Related: 7.12 Tracking audit corrective actions in the Actions module · 9.9 Audit reports

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