You can follow up on audits from the Audits tab on a company record, where you can monitor response statuses, close audits that no longer need to be answered, and view submitted audit reports. This article explains how to use each of these features to keep your organisation in compliance.
Under the "Audits" tab on a company you can see a list of the audits you have sent. The list includes the following columns: audit name, version, sent date, deadline, assets (if any), contact, responsible, sending company, status, report, and note.
An audit can have one of the following statuses:
- Sent: This status will appear as soon as the audit has been sent to the respondent.
- Opened: This status will appear when the respondent has clicked the link to the audit in the email they have received.
- X/X: If an audit has no branching logic, this status shows how many questions the respondent has answered out of the total (e.g. 8/15).
- Submitted: This status will appear when the respondent has clicked "Submit".
You can hover on all statuses and see when the respondent last was active.
You can also close an audit if it no longer needs to be answered. In the overflow menu, select **Close audit** and choose one of the following reasons:
- Audit opinion
- Does not want to respond
- Does not need to respond
- Other
Use Audit opinion when a formal audit conclusion has been reached; Does not want to respond when the contact has declined; Does not need to respond when the audit is no longer applicable to them; and Other for any remaining cases.
Email notifications
When a respondent clicks **Submit**, the responsible person receives an email confirming that the audit has been submitted. The respondent also receives a confirmation email.