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Writing the audit summary

The narrative conclusion to the audit.

Written by Caim Hermoso

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.

Related: 3.14 Audit Summary settings · 8.1 The Review & Publish checklist

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