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Audit notification settings

Choosing which audit events send an email.

Written by Caim Hermoso

Who this is for: Audit Administrators.

Go to Settings → System Settings → Audit Settings → Notifications. Each event can be switched on or off for your organisation. Select Save when you are done.

Event

Who is emailed

Audit assigned to auditor

The auditor, when an audit is scheduled and assigned to them

Auditees told about a scheduled audit

The auditees, by email and an Audit Notice under the bell, when an audit is scheduled with them as auditees, or when they are added to a scheduled audit that has not started. Off by default — see Telling auditees about an audit and recording the opening meeting [LINK]

Finding raised on assigned audit

The audit owner, when a new finding is logged on one of their audits

Corrective action assigned

The corrective action owner, when an action is created and assigned to them

Audit report published

The audit owner, when an audit is completed and its report published

Corrective action closed

The audit owner, when a corrective action linked to their audit closes

Technical review requested

The named technical reviewer, when an audit is sent to them for review

Technical review rejected

The auditors, with the reason given, when an audit is returned from technical review

Finding ready for closure

Holders of Verify & Close Findings, when a finding reaches For Closure and is waiting on them

Finding verified and closed

The audit owner, when a finding is verified and closed

Always sent: report sign-off requests are always sent, even when Audit report published is switched off — see Adding a report sign-off list [LINK].

Auditee notices: nobody is told again when an audit is edited without changing its auditees, and no notice is sent for ad hoc audits, for audits already under way, or when an audit is published.

Certificate expiry: reminders go 30 days before a certificate expires, to the standard's owner and everyone with Manage Audit Settings — see Adding certificates, external reports and documents to a standard [LINK].

Think before switching one off. The technical review and closure events are how reviewers and verifiers find out there is work waiting for them. With them off, audits and findings can sit unnoticed at For Review and For Closure.

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