Claire Casey – Page 6 – AuditComply Help Center

Audit Analytics

The Audit Analytics page, located within the Reports > Assessments section, provides a high level overview of audit activity. System Overview At the top of the page, a concise summary displays key metrics. Completed Audits: The total number of audits...

April 10, 2025

Report > Assessments

Completed Audit List – Reports

A variety of different report formats are available to download based on the data from your Completed Audit List. The content of these reports will reflect any date selections and filters you have applied; otherwise the default view will be...

April 9, 2025

Report > Assessments

Completed Audit List – Bulk Actions

The Completed Audit List has a variety of bulk actions that can be performed on multiple completed audits simultaneously. Click the Bulk Action button located at the top of the Completed Audit List page. This will display a dropdown menu...

April 8, 2025

Report > Assessments

Filtering Completed Audit List

The completed audits list can be refined using various filters located at the top of the page. Asset Filter Click Filter Asset to open a dropdown menu. A list of available assets will be displayed. You can choose to include or exclude...

April 2, 2025

Report > Assessments

The Report > Assessments section provides access to information regarding completed audits within the AuditComply system. To access this section, click Assessment under the Report menu on the AuditComply Homepage. Completed Audit List This initial page displays a list of...

April 2, 2025

Conduct Assessments

Schedule Assessments

To begin scheduling an assessment, click the Schedule Assessment button. This button is accessible from four locations: Clicking the button will open a pop up window that guides you through the scheduling process, with various options for scheduling assessments. The...

March 26, 2025

Conduct Assessments

Conduct Assessments: New Assessment

This section displays a list of all audit templates available to your profile. These templates have not been scheduled. To access this list, click the New Assessment tab at the top of the Conduct Audit page. The assessment list provides...

March 24, 2025

Conduct Assessments

Conduct > Assessments

This section guides users on how to access and begin audits assigned to their profile. Navigate to the Assessment section located under Conduct in the Homepage menu. This will bring you to the Conduct Audit page. This page displays:

March 21, 2025

Conduct Assessments

Conduct Assessments: Schedule List

The schedule list on the Conduct Audit page provides the following details: At the end of each row in the schedule list, there are one of two buttons: Resume or Start. Resume is used to continue an audit that has...

March 21, 2025

Scheduling Assessments: Where To Schedule An Assessment

Scheduler

Scheduling Assessments: Where To Schedule An Assessment

This section outlines the different locations you can schedule assessments within the AuditComply system. Homepage Click the Schedule Assessment button located at the top of the homepage. This will open the scheduling pop up window. Scheduler Navigate to the Scheduler...

March 20, 2025

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Author: Claire Casey

Audit Analytics

Completed Audit List – Reports

Completed Audit List – Bulk Actions

Filtering Completed Audit List

Report > Assessments

Schedule Assessments

Conduct Assessments: New Assessment

Conduct > Assessments

Conduct Assessments: Schedule List

Scheduling Assessments: Where To Schedule An Assessment

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