Who is this article for?

Users responsible for setting up audits.

Audit Manager (AUDMGR) or higher permissions are required.

Audits are derived from a defined Audit Type that may have an electronic Questionnaire associated with it along with associated records for Standards, Organisational Areas, and Metadata Type(s).

1. Accessing Audits
2. Creating Audits

1. Accessing Audits

To access the Audit list:

1. Go to Audit Manager.
2. Select Audits.
3. Choose Audits

Alternatively, select My Audits from the My Audit Items area.

2. Creating Audits

To create an Audit:

1. Click the Add New Audit icon located above the Reference column heading.
   An overlaid New Audit window will be displayed.

2. Give your Audit a Reference.
3. Enter a Title for your Audit.
4. Select an Audit Type from the dropdown to prepopulate information based on the selection.
5. Change the Audit Owner if needed.
6. Include additional information in the Scope.
7. Click Save.
   The Audit Details screen form will be displayed.

8. Complete the remaining fields in the top section of the screen..
9. Use the tabs in the bottom section of the screen to add items to your Audit.
10. Click Save.