You can follow up on audits from the Audits tab on a company record. From this tab you can monitor response statuses, close audits that no longer need to be answered, and view submitted audit reports — keeping your organisation's compliance work on track.
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.
How do you close an audit?
To close an audit that no longer needs to be answered, open 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 the following guidance when selecting a reason:
- Audit opinion — a formal audit conclusion has been reached.
- Does not want to respond — the contact has declined to respond.
- Does not need to respond — the audit is no longer applicable to the contact.
- Other — the case does not fall into any of the categories above.
Who receives email notifications when an audit is submitted?
When a respondent clicks Submit, both the responsible person and the respondent receive a confirmation email.
How do you view an audit report?
For each submitted audit you can view a full audit report. For a full walkthrough of the report view, see: Audit report.