Creating Audits
Last updated
Last updated
Use the "+ New Audit" button to begin creating a new audit.
The above screenshot shows the Audit Creation Menu:
Audit Name - This is the name of the audit, enter something simple and descriptive of the audit.
Assignee - This is the Monolith User/Person that will be assigned to run or administer the audit.
Start Date - This is anticipated start date of the audit.
Due Date - This is the expected due date of the audit.
Item Type - Select the type of items that will be included in this audit. Currently only Evidence and Storage items can be selected. You can only select one option.
Description - Provide a detailed description of the audit so that other users will know what this audit is for.
Cancel - Closes the menu and cancels the audit creation process.
Create Audit - Submits the completed form and creates a new audit with the supplied parameters.
When conducted an audit of items your organization is tracking, you will likely only want to audit a subset of all the items in Monolith. For example, you may only want to audit items from a specific year or quarter, or items of a specific type or location. The audit filter allows you to do this.
Upon making a selection within the "Item Type" field, a new section within the audit creation menu will appear:
This filter will match the query filter you have seen in the Evidence and Storage items tables. Depending on the item type you selected, the filter will contain fields for either evidence or storage items.
You can apply any filters that you want, and this will dictate which items will be included in the audit you are creating.
The example filter below will include any evidence items that are "Smartphones" and were created in 2023:
If you do not apply a filter, all items will be included in the audit.
Upon clicking the "Create Audit" button, the audit will be created and will appear in the audit table:
As you can see in the screenshot above, this audit includes 29 evidence items based on the filter that was applied.
