Creating Audits
Create an Audit for Evidence or Storage Items and use filters to define which records should be included.
Create a new audit
Navigate to Evidence Management > Audits and select New Audit to begin creating an Audit.
The Create Audit form includes:
Audit Name: Enter a short, descriptive name for the Audit.
Assignee: Select the Monolith user responsible for performing or administering the Audit.
Start Date: Enter the anticipated start date.
Due Date: Enter the expected completion date.
Item Type: Select whether the Audit will contain Evidence Items or Storage Items. Only one Item Type can be selected for an Audit.
Description: Add context about the purpose or scope of the Audit.
Cancel: Close the form without creating the Audit.
Create Audit: Create the Audit using the selected settings and filters.
Define Which Items to Audit
Most Audits only need to include a subset of the Evidence or Storage Items tracked in Monolith.
For example, your organization may want to audit:
Items created during a particular year or quarter
A specific Evidence Type
Items associated with a particular location
Storage Items matching certain criteria
Another subset of records relevant to the inventory being performed
After selecting an Item Type, Monolith displays the Audit Creation Filter.
Using the Audit Creation Filter
The Audit Creation Filter works similarly to the Query Filter used throughout Monolith.
The available fields depend on the Item Type selected:
Evidence Audits use fields available for Evidence Items.
Storage Audits use fields available for Storage Items.
Add one or more filter conditions to define which records should be included in the Audit.
For example, an Evidence Audit might include items that:
Have an Evidence Type of Smartphone
Were created during a specific year
The resulting Audit will contain only the Evidence Items matching those conditions.
See Query Filter for additional guidance on building field-based filters.
If no filter is applied, all records for the selected Item Type will be included in the Audit.
Before creating the Audit, review the filter conditions and confirm that the expected scope is correct.
Create the Audit
After configuring the Audit and any applicable filters, select Create Audit.
Monolith creates the Audit and adds it to the Audits table.
The Audit record shows the number of items included based on the selected Item Type and filter conditions.
From there, the Audit can be opened and used to begin verifying the included items.
Related Documentation
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