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Prepare for and run an external audit

A task guide: the pages to use, in order.

Set the engagement type on Controls, create the audit engagement, import the auditor's request list, collect evidence from your team and outside people, review it, invite the auditor and issue the audit report.
The same steps are listed below, with links to each page's article.

Steps

  1. Set the engagement (Type I or II). Set the engagement
  2. Create the audit engagement. New engagement
  3. Load the request list. Import spreadsheet or Generate from framework
  4. Ask others for evidence. Request evidence by secure link
  5. Review and accept evidence. Needs review: Accept or Reject
  6. Invite the external auditor. External auditors: Invite auditor
  7. Respond to findings. Open an issue from each finding
  8. Export the audit report. Export PDF, mark Final

Articles for the pages in this guide

← All task guides

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