Traditionally, the process for requesting and supplying documents between the audit team and the team(s) being audited can be time consuming for both sides. The Audit Checklist feature has been designed to make this process quick and easy.
The auditor can either select the documents that they would like to review as part of the audit scope from the pre-defined list (or they can create their own customised document request template – see Settings). To do this the audit team can select the ‘Yes’ toggle button alongside the required document and a Green + symbol will be displayed to the team being audited to upload the requested document.
Once the document has been uploaded this will create a document hyperlink which will stored as an artefact of the audit that has taken place and can be retrieved at any point in time.
The auditor has the option to provide comments on why a document was (and was not) requested as part of the audit scope and the recipient can also comment, all of which is stored in the audit trail of the Audit Checklist.