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Audit coverage: what the Coverage view shows

See which locations are behind on which standards.

Written by Caim Hermoso

Who this is for: Anyone who can view My Audit Templates. Setting requirements needs Manage Audit Settings — see Setting audit requirements for a location [LINK].

The Coverage view shows, for each location, whether each standard you must audit against has been audited recently enough. Use it to spot gaps before they become overdue.

Opening the Coverage view

  1. Go to Audits > My Audit Templates.

  2. Select Coverage on the List / Coverage toggle at the top.

Locations run down the side as a tree, starting from your header location and the sublocations you can access. Standards run across the top, shown as code and name, for example ISO926 — ISO 9001:2026. Changing the header location re-roots the matrix.

A summary bar above the matrix shows your overall coverage, for example 0% covered, with a count of each problem status, such as Never audited: 6. Each parent row shows a roll-up of its branch, for example “0 of 4 covered, 4 overdue or never audited”.

What each status means

A status only appears where an audit requirement has been set. If more than one applies, the first in this list wins:

  1. Awaiting template — no template covers that standard yet.

  2. Never audited — no completed audit exists for that cell.

  3. Overdue for re-audit — the due date has passed.

  4. Due — today is the due date. From the next day the cell is Overdue for re-audit.

  5. In progress — the cell has been audited before, and a newer audit is scheduled or under way but not completed. It does not count as Covered. A cell that has never been audited stays Never audited until an audit there is completed.

  6. Covered — a completed audit exists at that location, from a template tagged with that standard, within the requirement's frequency.

Cells without a requirement show —, or Not required here with the last audit date if audits exist there. A cell that inherits its requirement from a parent location shows Via and the parent's name under its status.

Under each location’s name is Mark as Critical (or Remove Critical tag), for people who can set audit requirements. A Critical location shows a red Critical badge — see Marking critical locations [LINK].

Reading a cell

Click a cell to open its detail. It shows Coverage, Frequency (for example “Every 6 month(s)”), Last audited, Last result, Next due, the Template(s) that count and the History of audits for that location and standard. From here you can select Edit requirement or Schedule audit.

Pivoting and filtering

  • Use View by Location or Standard to pivot the matrix.

  • Filter with the Standard and Status drop-downs.

  • Switch Current Location Only on to hide sublocations.

  • Switch Critical Only on to show only locations marked Critical, or set Sort to Critical first to bring them to the top of each branch. See Marking critical locations [LINK].

Note: Only completed audits count towards coverage. Scheduling an audit doesn’t change a Never audited cell. An audit that was started and never completed can keep a cell showing In progress even after a later audit at that location is completed — check Audit Records for an old In Progress audit.

If this doesn't work

  • A cell shows — or Not required here — no requirement has been set for that location and standard. See Setting audit requirements for a location [LINK].

  • A location is missing — you can only see locations you have access to.

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