Skip to main content

Filtering audit records

Narrowing the register.

Written by Caim Hermoso

Who this is for: Needs View Audit Records.

Toolbar: Status dropdown, Show Archived, Current Location Only, Advanced Filters and Clear All Filters.

Advanced Filters contains:

Filter

Options

Template

Any template in your collection

Owner

Any audit owner

Only audits where I am the Technical Reviewer

A checkbox. Tick it to see just the audits waiting on you

Audit Schedule

All, Upcoming, Overdue, or Date Range with From and To

Completion Date

All, Done, or Date Range

Each column also has an inline filter in its header, and columns are sortable.

Two views worth knowing. Audit Schedule = Overdue gives you the audits that should have happened and have not — usually the first question a manager asks. Only audits where I am the Technical Reviewer gives a reviewer their own queue without having to remember which audits were sent to them.

Related: 9.1 The Audit Records register · 11.4 An audit is showing as Overdue

Did this answer your question?