Audit Tracking

Audits

Regardless of whether you are conducting an internal or third-party audit, you can add findings and exceptions, and even upload documents and attachments to an audit for complete documentation.

Audits are categorized by group and type to make it easy to manage and track. Audits can be grouped by department, account holder, or any other criteria that are relevant to your organization.

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• Document and track all findings and responses
• Categorize findings, approve or deny responses
• Upload, attach original audit documents
• Get notified of audit findings that are coming due

Home Page

The Audits home page provides a single spot to quickly identify pending audits, findings, and responses.

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• See pending audits, findings, and responses
• Respond to or approve findings
• Create and manage audit types and groups
• Start a new audit

Track to Completion

Tracking exceptions from beginning to completion is a critical part of any audit. By assigning one or more responsible individuals to work and address the findings, you can ensure that the issue is addressed in a timely and efficient manner. By marking the finding as either approved or not approved, you can document the resolution and progress of the issue.

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• Send a response back for approval
• Approve or deny findings
• Track the finding and response from beginning to end

Reporting

Audit Tracking reports make it easy to see all audits and findings at a glance, track progress, and identify any areas that require attention. Reports also allow you to export to CSV, PDF, or Meeting Package, making it easy to track and share the information with others.

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• Filter by date range
• Filter by user and/or audit type
• Quickly see pending and/or completed findings
• Export to CSV, PDF, or Meeting Package