Conduct an audit

Here's how to record findings cleanly, keep track of your progress, and have the result ready to print at the end – all without having to stop the audit.

Prerequisites

• The audit has been created and a question catalogue is in place
• You are assigned as the auditor

Answering questions

The question catalogue is displayed in the content area of the process below the description. Work through each question individually. You will see the question itself and a hint text for each one.

Enter the following information for each question:

• Finding: The actual situation you encountered.
• Rating: Choose the value that best describes what you found.
• Justification: Your reasoning for the rating you selected.

You can also attach files, link pages, and link other processes to each question to add evidence or supporting information directly where it's needed.

Keeping track of progress

The right-hand panel shows you at any time how far you are through the question catalogue, without having to scroll through every question individually. The progress display uses the same colour logic as the ratings, so you can see at a glance where open or critical items remain.

Commenting and linking

Below the question catalogue you can use Comments to communicate with your team, for example to clarify questions or share interim results. You also have the following options for the audit as a whole:

• Attach file
• Link pages
• Link process

Exporting or printing an audit

Once you have completed the audit, you can save the result as a PDF or print it, for example for your audit documentation or as evidence for external auditors.

To do this, open the three-dot menu in the top right of the audit view and select Print. You can then print the audit or save it as a PDF using your browser's print function.

The same menu also lets you edit or remove the question catalogue and delete the entire audit.

Related articles

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