Monitoring Audit Progress

Track the progress and results of active audits in real time.

You can view:

• Total employees assigned to the audit

• Verification statuses: Completed, In Progress, No Response, Removed from Audit

• Due Date

Common actions:

• Filter by status

• Employee Login

Managing Employees in an Audit

From the Employees Page within the audit, you can perform several actions:

• Login as employee - Log in as the employee to add documents or see which step they are on.

• Resend Login Link – Send the employee another login link to access the audit.

• Copy login Link - Copy the login link and send it to the employee if requested.

• Edit Employee – Modify employee details.

• Send email - send an email to the employee from the platform.

• Notes - Add a note for the employee to see or for reporting purposes.

• View Activity Log – See all audit-related activities for a specific employee.

• Change Due Date – Adjust the deadline for an employee’s audit completion (only available on Ongoing Audits).

• Remove from Audit – Exclude an employee from the audit if they no longer need to be reviewed, but still want to keep them in the platform.

• Delete - Delete the employee performing the audit for that employee is no longer needed, (e.g. Terminated employee).