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Opening and editing a finding

Working with a finding after the audit is published.

Written by Caim Hermoso

Who this is for: Needs Manage Findings.

  1. Open Audits → Audit Findings.

  2. Open the ⋮ menu on the finding row.

  3. Choose what you need:

Option

What it does

View Finding

Opens the finding read-only: statement, evidence, notes, clause, parent audit, root cause and corrective action status

Edit Finding

Opens the finding for editing

View Audit Record

Opens the audit the finding came from

Conduct Root Cause Analysis

Adds or updates the root cause analysis — see 7.5. Shown as View Root Cause Analysis once one exists.

Assign Corrective Action

Opens the finding’s Corrective Actions panel — see 7.10. Shown as View Corrective Actions once actions exist.

What you cannot change. The finding statement and evidence are part of the published audit record. The audit itself is immutable once published; what you work on here is the finding’s resolution.

If this doesn’t work

  • No edit options — you have View Findings but not Manage Findings.

  • You want to delete the finding — not possible once the parent audit is completed.

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