Audit & Certification: digital workflow guide

Start digitalizing Audit & Certification by making clear which record passes from whom to whom. Link scope, criteria version, evidence, findings, and corrective actions; distinguish draft from approved reports.

Workflow boundaries

Record fields and ownership

For Audit & Certification, link audit scope, criteria version, and evidence/finding records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Link scope, criteria version, evidence, findings, and corrective actions; distinguish draft from approved reports. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.