Quick Start for Auditors
Step-by-step guide: create template → create assessment → assign respondents → review → finalize
5 min read•Article 7 of 9 in Getting Started
Quick Start for Auditors
This guide walks you through the complete audit workflow from start to finish.
Step 1: Create a Template
Templates define the structure of your assessments — the questions, scoring, and organization.
1.Go to Templates in the sidebar
2.Click New Template
3.Choose your approach:
- AI Generator — Describe your needs and let AI create a template
- Manual Builder — Build from scratch with full control
- Template Library — Import a pre-built template
4.Organize your template into Domains and Control Areas
5.Add questions with appropriate types (text, yes/no, select, etc.)
6.Configure scoring weights and critical gates
7.Publish the template when ready
Step 2: Create an Assessment
1.Go to Assessments in the sidebar
2.Click New Assessment
3.Select a published template
4.Name your assessment and set a due date
5.Optionally assign it to a project
Step 3: Assign Respondents
1.Open the assessment
2.Click Assign Respondents
3.Select team members to respond
4.Each respondent will receive a notification
Step 4: Wait for Submissions
Monitor progress on the assessment detail page. You can see:
- •Which respondents have started
- •Completion percentage
- •Real-time status updates
Step 5: Review Responses
Once respondents submit:
1.Open the assessment and click Start Review
2.Go through each response
3.Apply verdicts (Pass/Fail) to each question
4.Add reviewer notes where needed
5.Create findings for any gaps identified
Step 6: Finalize
When review is complete:
1.Click Finalize Assessment
2.Confirm the action (this is irreversible)
3.The final scores are locked and a report is generated
4.A compliance certificate may be issued based on the score