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Editing a scheduled audit

How to change the details of an audit that has not started.

Written by Caim Hermoso

Who this is for: Needs Schedule Audits.

  1. Open Audits → Audit Records.

  2. Find the scheduled audit.

  3. Open the ⋮ menu and choose Edit Audit.

  4. The Create New Audit wizard reopens, pre-filled.

  5. Change what you need, then go through the Schedule step and confirmation again.

If you change the auditor, the change is recorded in the audit history.

Once the audit has started, use the other ⋮ options instead: Change Audit Owner to move accountability, or Reassign Audit to change the owner and auditors — see 5.7. The template cannot be changed on a started audit.

If this doesn’t work

  • Edit Audit is missing — the audit has already been started.

  • You want to move the audit rather than cancel it — use Edit Audit and change the date. Do not delete and recreate it; that uses another audit from your allowance.

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