Who this is for: Needs Manage Findings.
Audits conducted by a certification body, a client or a consultant can be brought into Safety365 so their findings are tracked alongside your own.
Select Create New → Audits → Audit Finding. This opens Upload Audit Report, a three-step flow:
Step | What you do |
1 — Upload Report | Attach the report. PDF only · Max 25 MB. Next stays disabled until a PDF is chosen |
2 — Audit Details | Record what the audit was and who carried it out |
3 — Add Findings | Enter the findings from the report — see 9.8 |
The report itself is the starting point: have the PDF to hand before you begin.
Step 2 — Audit Details:
Field | Required |
Audit Title | Yes |
Audit Reference | Editable — always, regardless of your reference setting |
Regulation / Standard | No |
Audit Type | No |
Audit Date | No |
Lead Auditor | No |
Location / Scope | No |
An audit record is created with type Imported Audit and status Completed. It is not linked to a template and has no questionnaire — findings management is fully available, but you cannot edit it through a questionnaire.
This counts as one audit against your allowance.
Related: 9.8 Adding findings from an uploaded report · 1.4 Your annual audit allowance