How to view audit reports - Knowledge Base - ComplyAssistant

Audit reports

Links to audits can be found on the Audits dashboard. Click an audit link to see its reports.



On the reports page, click a report to view it.



You can then review the report summary, add more attachments, and export the summary to a file.



    • Related Articles

    • Conduct a Mobile Walkthrough Audit

      Conduct the Audit Follow these steps to perform the audit:      The walkthrough list is broken down by statement type. By default, the statement types are: Administrative Building Electronic Hardcopy Physical Verbal Tap a statement you'd like to mark ...
    • Automatically combine recurring audits into one report

      ComplyAssistant facilitates the process of combining many walk-throughs into a single report. If you define an audit with a frequency,  ComplyAssistant will combine all reports submitted during that period into one audit report for each facility.  ...
    • Create an Audit Definition

      In the Audit feature, you can manage government regulations with pre-packaged and customizable audit definitions. The workflow is simple: create an audit definition, assign the audit, and complete the audit (using the mobile app, if applicable). ...
    • Performing an Audit

      After creating a new audit definition, you’ll see the basic definition on the next page. From there, you can: Assign the audit Add an audit report Manage attachments Complete the audit. Assign the audit Follow these steps to assign an audit: In the ...
    • Completing the audit task

      All audit assignments will appear in the Tasks tab.  To complete an audit, follow these steps:  Scroll down and click the Tasks tab, then click the small Conduct Audit link. On the Conduct Audit page, click the Complete this Audit link in the ...