Audit Management
Comprehensive audit lifecycle management from framework setup to final reporting
The Audit Management module provides a complete solution for planning, executing, and reporting on compliance audits. It enables you to manage the entire audit lifecycle from framework selection to final report generation, with automated workflows, workload balancing, and standardized processes.
Structured Audit Process
Organize audits hierarchically: Framework → Program → Cycle → Instance → Control Tests
Automated Workflows
Automate assignment creation, approval processes, and notifications with configurable workflows.
Component Relationships
Each level builds upon the previous, creating a structured approach to audit management.
Audit Management Workflow
License or Create Framework
Select a compliance framework (ISO 27001, SOC 2, PCI-DSS) from the marketplace or create a custom framework.
Create Audit Program
Define your multi-year audit strategy based on the framework, including scope, duration, and objectives.
Create Audit Cycle
Plan annual or quarterly audit cycles within your program with specific start and end dates.
Create Audit Instance
Execute a specific audit within a cycle, assign team members, and select controls to test.
Test Controls & Generate Reports
Execute control tests, collect evidence, document findings, and generate comprehensive audit reports.
Key Features
Compliance Frameworks
License industry-standard frameworks or create custom frameworks with control groups and controls.
Learn MoreAudit Programs
Plan multi-year audit strategies with defined scope, duration, and objectives.
Learn MoreAudit Cycles
Organize audits into annual or quarterly cycles for structured planning and execution.
Learn MoreWorkflow Automation
Automate assignment processes with workflows that auto-assign users based on workload and expertise.
Learn MoreWorkload Management
Balance assignments across team members and track capacity, performance, and availability.
Learn MoreAssignment Templates
Standardize assignment patterns with templates that provide default roles, priorities, and due dates.
Learn MoreControl Testing
Test individual security controls, collect evidence, and document findings within audit instances.
Learn MoreReporting
Generate comprehensive audit reports including executive summaries, detailed reports, and compliance reports.
Learn MoreGetting Started
License or Create Framework
Navigate to Audit Management → Frameworks. Browse the marketplace and license a framework (ISO 27001, SOC 2, PCI-DSS) or create a custom framework.
Create Audit Program
Create a program based on your framework. Define scope, duration, objectives, and assign a lead auditor.
Create Audit Cycle and Instance
Within your program, create a cycle (e.g., Q1 2026) and then create an audit instance with team assignments and control selection.
Configure Workflows and Templates
Set up workflows for automated assignments and create templates for standardized assignment patterns.
Next Steps
Need Help?
Our support team is here to help you with audit management.