Creating Audits

In EmpowerID, an audit is a user-defined, logically named object for identifying or grouping certification tasks and running the Recertification policies that generate them. When you create an audit, you link it to a recertification policy. Then when the audit runs, it creates a certification task for each item in the policy.

To create an audit

  1. From the Navigation Sidebar, navigate to the Audit Configuration page by expanding Compliance and Reports > For Auditors and clicking Audit Configuration.
  2. From the Audit Configuration page, click the Actions tab and then click Create Audit.
  3. In the following image, the Navigation Sidebar has been collapsed to conserve screen real estate.

  4. In the Audit Details form that appears, do the following:
    1. Type an appropriate name, display name and description for the audit in the Name, Display Name and Description fields.
    2. Select the date you want the audit to start from the Started field.
    3. Select the date you want the audit to end from the Due Date field.
    4. Type the name of the person to be the audit owner in the Audit Owner field and then click the tile for that person.
    5. When creating audits, it is important to assign an owner to that audit as that person will be the only individual with the ability to compile the audit.
    6. Tick Enabled to enable the audit.
    7. Click Save.