Who this is for: The assigned auditor.
The Audit Summary step is a rich-text editor for your overall judgement: the conclusion, the overall level of compliance, any recurring themes across findings, and your recommendations. Format it as you would any other document — headings, bold, lists.
Where the numbers are. The summary step does not repeat the scores. They sit in the header tiles at the top of the wizard, visible on every step:
Tile | Shows |
Total Score | The score across the clauses answered against the maximum available — for example 22 / 35 |
Risk Rating | The audit's risk position, as a value and a band — for example 16 · High |
Because the tiles follow you through the audit, you can see the effect of a response while you are still on the clause that produced it.
Write for the person who was not there. The findings list says what was wrong; the summary says what it means. "Documentation control is generally sound, but three of the four gaps found relate to the same restructure in Q1 — the underlying issue is ownership rather than process" is worth more than a restatement of the findings.
Where the template includes it, the summary is a required section — the audit cannot be published while it is empty.
Limitations and Auditee Response. If the template includes them, two optional boxes sit below the summary: Limitations, for anything that restricted the audit, and Auditee Response, for what the auditee said about your conclusions. They take plain text, save automatically, and print after the summary in the report. Leaving them empty never stops the audit being published — see Recording limitations and the auditee's response.
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