Create an audit: every field of the Scope step

Steps

1. 1

   Select New Audit

   In the Audit Hub, select New Audit at the top right. The setup opens. It is a guided path of six steps, shown in the bar at the top.

   • Select New Audit
2. 2

   Read the six steps

   The bar names the steps in order. Scope says what is audited. Documents takes your policies and checklists. AI Mapping turns them into auditable points and a checklist. Assign routes the requests for proof to your team. Validate is where you review the answers. Readiness shows the score, the findings and the evidence pack.

3. 3

   Type the audit name

   In Audit name, type a name that tells everyone which audit this is: the year, the kind of audit and the area. This is the only field that must be filled. The name appears on every request that is sent out.

   • Type Audit name: FY2025 internal audit of store cash and stock
4. 4

   Choose the audit type

   Open Audit type. There are four choices: Internal audit for your own review, External or statutory audit for the yearly audit by an audit firm, ISO certification audit, and Regulator inspection. Choose Internal audit. If you do not touch the field it stays on Internal audit.

   • Select Audit type
   • Choose Internal audit
5. 5

   Choose the department

   Open Department. It limits the audit to one team and decides which documents are suggested and who the work is routed to. This company has no departments set up, so the only choice is Entity-wide, all departments. Choose it. Departments appear here once an administrator has created them for the entity.

   • Select Department
   • Choose Entity-wide (all departments)

   

6. 6

   Enter the period

   In Period start and Period end, enter the first and the last day the audit covers. Here that is 1 January 2025 to 31 December 2025. The end date cannot be earlier than the start date. If you leave the period empty, the list of audits shows a dash.

   • Type Period start: 2025-01-01
   • Type Period end: 2025-12-31
7. 7

   Choose how often the audit repeats

   Open Recurrence. The choices are One-off, Annual, Every 6 months and Quarterly. Choose Annual. A recurring audit can be rolled forward later, so next year's audit starts with this year's checklist and assignees.

   • Select Recurrence
   • Choose Annual
8. 8

   Add notes for the audit team

   Notes is optional. Use it for what the team should know: the areas to focus on, the audit firm and the deadline. Notes stay with the audit and can be changed later.

   • Type Notes (optional): Focus on the Al Barsha and Deira stores. Results go to the audit commi…
9. 9

   Select Continue to documents

   Select Continue to documents. The audit is saved as a draft, and the setup moves to step 2, Documents. The title now reads Set up, followed by the audit name.

   • Select Continue to documents
10. 10

    See the draft in the Audit Hub

    You can stop here and continue later. Select Audit Hub in the left menu. The audit is in the list with the status Draft, and a reminder at the top says Finish setting up, with the step you reached. Selecting the reminder or the row takes you back into the setup.

    • Select Audit Hub