Who this is for: The assigned auditor.
Field | Notes |
Audit Title | Required |
Audit Description | Required |
Audit Template | Locked, with the version in use |
Reference | Generated for this audit. Editable until the audit is published |
Audit Owner | Required. Accountable for the audit, and resolves any issues raised |
Auditors | Who is conducting it |
Location / Site | Limited to the template’s locations you can access |
Audit Date | Required |
Technical Reviewer | Required only when the template requires technical review. Starts blank, and the audit’s own auditors cannot be chosen |
Closure Verification | All users (default) or Specific users. Choose Specific users to name the only people who may verify and close this audit’s findings |
Any optional field the template enables also appears here — Business Context, Scope, Audit Period, Auditees, Audit Methodology, Risk Rating.
The step shows a red warning until every required field is complete, then a green tick.
If this doesn’t work
The warning stays — scroll for a required field you have missed; the template may have added fields below the standard ones.
You cannot change the template — correct. Start a new audit from the right template if it is wrong.