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Audit and assessment evaluation

Provide feedback on completed audits and assessments to help improve future compliance processes. The evaluation feature allows you to rate your satisfaction level and document specific feedback, creating valuable insights for continuous improvement of your audit management.

How do I evaluate a submitted audit or assessment?

To evaluate a submitted audit or assessment, open the overflow menu and select Evaluate Audit. You can rate your satisfaction and add optional comments.

  1. Open the overflow menu on an audit or assessment marked as "Submitted."
  2. Select Evaluate Audit.
  3. Choose a satisfaction rating: "Not Satisfied," "Partly Satisfied," or "Satisfied."
  4. Add any additional comments in the text field to elaborate on your evaluation.

 

Seeing how much has been evaluated

The audit overview has an Evaluation column, so you can tell at a glance how many of the questionnaires you sent out have actually been evaluated — for example "8 of 10". The count is based only on the ones that have been submitted so far; anything still in progress does not count towards the total yet.

Assessment group overview with recipient statuses, progress and an evaluation column

Evaluating excluded entities

You can evaluate a legal entity even after it has been excluded, or after an auditor's statement has been registered for it. These evaluations work exactly like any other and still feed into your management reporting.

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