Who this is for: The assigned auditor.
On the Review & Publish step, Report Inclusions controls what the published report carries.
Toggle | When on |
Include Root Cause Analysis | The root cause appears against each finding, in a purple ROOT CAUSE ANALYSIS block |
Include Corrective Actions | Corrective action detail appears against each finding, in a grey-blue CORRECTIVE ACTION card |
Include COI Declaration | The conflict of interest declaration recorded for the audit appears in the report |
Include Issues | Any issues raised during the audit appear in the report |
Include Auditor Competency | The auditor's recorded competency appears in the report |
Root cause and corrective actions default to whatever the template set in ⑦ Review & Publish Options, and you can change either before publishing.
One thing to expect in the report. The CORRECTIVE ACTION card is not always on the same page as the finding it belongs to — on a long report it can fall onto the next page. That is a layout effect, not a missing link; the card still names its finding.
Publishing asks you to confirm. When you publish, a prompt states what it means: "Publish this audit? Publishing completes the audit and locks it — findings and responses can no longer be edited." That is your last chance to go back.
How to decide what to include. For an internal report, or one going to a certification body, include root cause and corrective actions — the analysis is the evidence that you take findings seriously. For a report going to a customer or a supplier you audited, consider leaving root cause off; it can contain internal detail that is not theirs to see.
Related: 3.15 Review & publish options · 8.2 Publishing an audit