Follow what the auditor did, answer her finding and revoke her access

Steps

1. 1

   Select Auditor Portal in the left menu

   In the left menu, under Assurance, select Auditor Portal. This page is the company's side of the portal. The boxes at the top count the active auditors, the invitations, and the findings auditors have sent.

   • Select Auditor Portal
2. 2

   Read the invitation

   Under Auditor invitations, the auditor you invited is listed with her address, the status Active, the scope One audit only with the audit's name, the dates the invitation was issued and expires, and when she last used it.

3. 3

   Open her access log

   Select the arrow at the start of the line. The access log opens under it and shows each thing the auditor did through the portal, with the time: opening the audit, listing the evidence, downloading a record and submitting a finding.

   • Select Show access log for Helena Marsh
4. 4

   Select Findings

   Under In this module, select Findings. The finding the auditor submitted is listed with its module, severity, status, description and date. Its status is Open.

   • Select Findings1 (1)
5. 5

   Acknowledge the finding

   Open Update status at the end of the line and choose Acknowledge. This tells the auditor you have seen the finding. A message confirms the change, and the auditor sees the new status under My Findings in the portal. When the problem is fixed, choose Mark remediated here.

   • Choose Acknowledge

   

6. 6

   Select Activity log

   Select Activity log under In this module, then the auditor's name under Quick select an auditor. The same access log is shown in full, with the time, the action, the resource and the internet address it came from.

   • Select Activity log1 (1)
7. 7

   Open the invitation from the Audit Hub

   The fieldwork is over, so end the access. Select Audit Hub in the left menu and select the invite button on the audit's line. Under Invited auditors, her invitation is still Active.

   • Select Audit Hub
   • Select Invite an external auditor
8. 8

   Select Revoke

   Select Revoke on her line. A box asks you to confirm and names the auditor: Revoke Helena Marsh's access to this audit? Their link stops working immediately.

   • Select Revoke
9. 9

   Select Confirm

   Select Confirm. A message says Access revoked, and the label on her line changes from Active to Revoked. The invitation stays in the list as a record.

   • Select Confirm
10. 10

    Check that the link is dead

    Open her link yourself to check. The portal no longer shows the audit. Instead a page says This invitation was revoked: the company revoked the audit invitation, so the link no longer gives access, and the auditor should ask her contact for a new invitation if she still needs it. Anyone who opens the link sees the same page, signed in or not.