Create an audit

This article shows you how to create a new audit issue, which fields are available, and how to reuse the catalog of criteria from an existing audit.

Create an audit

Create a new issue of the type Audit. The following fields are available:

• Subject: required
• Description: description of the audit
• Status further information here > Audit statuses
• Responsible: the person(s) responsible for the audit
• Editor: the person(s) responsible for preparation and follow-up
• Auditor: the person conducting the audit — either an internal user or details of an external person
• Confidential: sets whether the audit issue is visible to all team members or only to owners and editors
• Audit start and end: the period during which the audit is scheduled to take place
• Due date: free to use, for example if follow-up must be completed by a specific date
• Follow-up date: free to use, for example as a reminder to start preparation in good time before the audit start

Reuse the catalog of criteria from a previous audit

You can reuse the catalog of criteria from an existing audit in a new audit — even if no audit template exists for it.

On new audit issues that don't yet have a catalog of criteria, you can use the Add catalog of criteria function to reuse the catalog from an existing audit.

The original audit's existing data is handled as follows:

• The audit's catalog of criteria is carried over.
• pages linked to the criteria is carried over.
• Attachments (files, pages) on the audit issue itself are not carried over.
• Issue links are not carried over — neither from the audit itself nor from individual criteria.

Related articles

• Audit templates and catalog of criteria
• Conduct an audit
• Understanding audit statuses