An audit checks one site against one standard. Everything in it revolves around gaps: a requirement not met at an asset or at the site. Gaps collect all year from failing form answers, missed checks, expiries, the gap assessment and requirements nothing checks, and the auditor checks them at the visit.
Whoever creates the audit is its auditor. You need permission to manage audits, and audits must be turned on for your organisation. Only published standards can be audited.
Step 1
Open New audit
In the side menu, click Audits, then click New audit. The list shows each audit's site, auditor, visit date, stage, how compliant the site is and its open gaps. Search it, or use the filter to show closed audits too.
Step 2
Choose the standard
Under Standard, choose the standard you're auditing against. Only published standards are listed; Set up a new standard opens the standard import.
Step 3
Choose the site and visit date
Under Site, choose the site, then choose the Visit date. Every asset at the site is in the audit.
Step 4
Add a site contact
Optionally, under Site contact, choose the person who answers for the site. The auditor can ask them for evidence during the review.
Step 5
Check what it covers
The panel says You are the auditor, and which records the audit covers: from the day after the site's last audit, or the year before the visit if it has none, up to the day before the visit.
Step 6
Create the audit
Click Create audit. The audit is named after the site and the visit's year, its visit is planned on the visit date, and it opens straight away.
Step 7
Read the audit page
The steps run across the top: Planned, Gap assessment, Review and Report. The figures show open gaps, overdue gaps, gaps closed this period and how compliant the site is. Below, Gaps lists them; By requirement and By asset show the same gaps another way.
Step 8
What happens next
Gaps at the site against the standard's requirements show on the audit. Missed checks, expiries and requirements nothing checks are added as gaps by themselves, and close by themselves when the cause clears.
Step 9
Other ways in
As the auditor, use Share to give someone outside the audit a link to its progress, Report to write up the visit, and Continue review to check requirements at the visit.
Keep reading
Tutorial
Import a standard
Import a standard from a PDF or Word document: an AI drafts its clauses beside the pages they came from, you check and fix them, then publish it to tag questio…
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Check requirements at the visit
As the auditor, check each requirement at the visit: look at a sample of the answers behind it, record No gap or Gap, and move on to the next.
Web dashboardTutorial
Share an audit
Share an audit's progress with someone outside it, such as an external auditor, through a link of their own, with or without the evidence.
Web dashboard