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You might want to audit or certify multiple items using an audit. For example, in a Q1 audit, we would like to certify an external partner and identify as well as a member of certain high-risk management roles. These items are specified in one or more recertification policies.
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Key Information
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After creating an audit, you must add at least one Recertification Policy to the Audit to generate recertification tasks. |
Create an audit
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On the navbar, expand Compliance and select Recertification.
Select the Audits tab on the Recertification page and click the + icon to create an Audit.
In the Audit Details form that appears, enter the following information and Click Save.
Insert excerpt IL:External Stylesheet IL:External Stylesheet nopanel true Name – Name of the Audit
Display Name – Display Name of the Audit
Creation Location – Click the Select a Location link and then search for and select the desired location
Description – Description of the Audit
Started – Select the date you want to start the Audit.
Due Date – Select the date the Audit completes.
Audit Owner – Search for and select the person who is to be the audit owner
Do No Allow Delete – Select this option if you do not want to allow the Audit to be deleted from the EmpowerID UI.
Enabled – Select to enable the Audit to run.
Is Template- Select this option to create an Audit as a template. Once you select this option, you can configure additional options for scheduling the audit Audit to be run at a later time or on a recurring basis.
Audits can be scheduled to run periodically, such as on a quarterly or monthly basis, weekly, or daily, Enable ; enable the settings below to congure the schedule of auditaudit schedule the Audit.
Is Template – Select this option to use this Audit as a template for quickly creating other audits. Selecting this checkbox will show another checkbox on the UI named "Enable Audit Creation on Schedule."
Enable "Audit Creation On Schedule - You need to select the dates and intervals on the Audit creation schedule and audit duration in days.
Audit Creation Schedule- Select the schedule to run the audit, forAudit. e.g., you can configure it to run on specific months of the year on a given date and time.
Audit Next Creation - Provide a date for the next Audit creation.
Audit Duration In Days- Specefiy Specify the number of days the audit Audit will run, ; once the duration passes, the audit Audit will automatically close.
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Next Steps
Add Recertification Policy to Audit
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