Creating an Audit

Audit Setup

  1. On the left navigation pane, click the Tools menu, and click Audits to access audit management.

  2. To create a new audit, click Add+ and configure the following settings:

    1. Audit Name: Enter a unique name for the audit.

    2. Description (Optional): Provide a summary of the audit’s purpose.

    3. Account: Select the account containing the data for auditing.

    4. Module: Choose the relevant module.

    5. Collection: Select the collection within the module for auditing.

  3. Click Save & Continue to proceed.

Record Selection

  1. Define Filter Criteria:

    1. Click Filter records to audit to set up selection criteria:

    2. Choose a Field Name: Select a field such as ID or Date Added.

    3. Set an Operator: Choose conditions like is equal to or is not equal to.

    4. Enter a Value: Provide the required value to complete the condition.

    5. Apply the Filter: Click Apply to filter the records accordingly.

Note: When applying multiple filters, use conditions AND logic to refine the selection.

  1. Customize the Table View: Click Customize table view to enable or disable columns such as ID, Date Added, Last Updated, Added By, and Last Updated By to display relevant information. For example, disabling "Last Updated By" prevents your users from seeing who made the last update in the audit results. The selected table settings determine exactly what your users can view when accessing audit data.

  2. Enable Dynamic Updates (Optional)

    • Click More Options and select Dynamic Update Audit List to include records that meet the filter criteria even after the audit starts. If this option is not selected, the list remains static and only includes records that match the criteria at the time of setup.

    • Proceed to Scheduling

  3. Click Save & Continue to move to the next step.

Schedule

  1. Set the Audit Timeline and Time Zone: The time zone set here determines the exact start and end time of the audit. For example, scheduling an audit to start on January 1, 2025, at 12:00 AM ET (Eastern Time) makes it available at that exact moment in New York (ET), with access worldwide based on each user's local time zone. The audit remains active until the specified end time in the selected time zone, regardless of where users are located.

  2. Click Schedule to define the audit timeline. Enter a Start Date or leave it blank to begin immediately.

  3. Enter an End Date, or select Allow audit to continue after the end date to keep it running indefinitely.

Note: If no end date is specified, the audit continues until manually stopped.

  1. Click Save & Continue.

Share

  1. Select predefined roles such as Organization Admin, Account Admin, Module Admin, Collaborator, or Custom Role. Admins (Organization, Account, and Module Admins) have access to all audits within assigned modules. Permissions include creating, editing, deleting, and performing audits without requiring additional sharing.

  2. Collaborators and Custom Roles can view and perform audits only when an admin shares a specific audit with a user role or email. Permissions do not include creating, editing, or deleting audits.

  3. Click Save & Continue.

Advanced Settings

  1. Enable Manual Auditing (Optional)

    • Select Allow manual audit to let users manually mark assets as audited without scanning.

    • Select Users can remove assets from the audited list to allow users to remove records from the audit scope.

  2. Enable Audit Closing Verification (Optional)

    • Select Users need to provide a signature before closing the audit to require a signature before finalizing the audit.

  3. Click Save & Exit.

The audit setup is now complete. Starting the audit initiates tracking of the selected records.

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