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 | Previous Findings | Review findings from earlier audits and record how each stands now — see Reviewing previous findings before an audit [LINK] |
3 | Checklist | Work through the clauses, record responses and evidence, raise findings |
4 | Findings | Review every finding raised, and add any that are not tied to a clause you answered |
5 | Audit Summary | Write the overall narrative conclusion |
6 | Linked Documents | Attach supporting files for the audit as a whole |
7 | Review & Publish | Check the Audit Checklist and publish |
Audit Summary and Linked Documents appear only if the template includes them, so some audits show fewer steps.
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 and last saved time — with the History Overview and Subscribers below it, and COI Declarations, Issues (with a count of open issues), Save and Exit in the toolbar at the top.
Save, Save and Previous and Confirm and Continue at the foot of each step, and Exit at the top.