Who this is for: Needs Conduct Audits, and you must be an assigned auditor on the audit.
The audit wizard opens full-screen. Its steps are shown across the top:
# | Step | What you do |
1 | Audit Details | Confirm or complete the audit’s identifying information |
2 | Checklist | Work through the clauses, record responses and evidence, raise findings |
3 | Findings | Review every finding raised, and add any that are not tied to a clause you answered |
4 | Audit Summary | Write the overall narrative conclusion |
5 | Linked Documents | Attach supporting files for the audit as a whole |
6 | Review & Publish | Check the Audit Checklist and publish |
Audit Summary and Linked Documents appear only if the template includes them, so some audits show five steps or fewer.
Each step shows a green tick when complete and a warning when required fields are missing.
Around the steps:
Total Score and Risk Rating tiles at the top, where the template uses scoring or risk rating.
The Audit Overview panel on the right — audit owner, last saved time, COI Declarations, Issues (with a count of open issues) and the History Overview.
Save, Save and Previous and Confirm and Continue at the foot of each step, and Exit at the top.