Roll an audit forward, cancel an audit and delete it

Steps

1. 1

   Find Roll forward on the completed audit

   In the Audit Hub, a completed audit has two buttons at the end of its line. The first invites an external auditor. The second, two overlapping squares, is Roll forward to the next cycle.

2. 2

   Select Roll forward to the next cycle

   Select it. A message says Rolled forward, and a new audit opens with the same name followed by next cycle. It opens at step 4, Assign. The auditable points and the checklist are carried over from the completed audit, and each request already has last year's assignee. Only the due dates are empty.

   • Select Roll forward to the next cycle
3. 3

   Return to the Audit Hub

   Select Audit Hub in the left menu. There are now two audits: the completed one, and the new one with the status In review and no period yet. You would set the new period on its Scope step.

   • Select Audit Hub
4. 4

   Select Cancel audit

   Now suppose the plan changes and this audit will not happen. Select the circle with a line through it at the end of the new audit's line, Cancel audit. A box explains what cancelling does: the audit stops, nothing is deleted, outstanding requests leave the assignees' lists, and it cannot be undone.

   • Select Cancel audit
5. 5

   Give the reason

   Reason for cancelling is required. The Cancel audit button stays switched off until you have typed one. The reason is kept on the audit and recorded in the audit trail. Keep audit closes the box without cancelling.

   • Type Reason for cancelling: Stores will be covered by the 2026 group internal audit instead.

   

6. 6

   Select Cancel audit to confirm

   Select Cancel audit. A message says Audit cancelled. In the list, the audit now has the red status Cancelled with the reason under it.

   • Select Cancel audit
7. 7

   Open the cancelled audit

   Select the cancelled audit. A red banner at the top says This audit was cancelled, with the date and the reason. Its content can still be read.

8. 8

   Select Delete audit

   Go back to the Audit Hub. A cancelled audit, like a draft, has a bin at the end of its line, Delete audit. Select it. A box asks you to confirm and says what is removed: the audit's points, requests and responses. Proof already in the Evidence Vault stays there.

   • Select Audit Hub
   • Select Delete audit
9. 9

   Select Confirm

   Select Confirm. A message says Audit deleted, and the list shows only the completed audit again. A draft that you started by mistake is deleted the same way.

   • Select Confirm