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Schedule an audit

(Logiqc Auditor)

An audit is a structured review used to evaluate and improve performance, internal controls, risk management, and governance practices.

Scheduling audits helps ensure that internal controls are in place to manage risks, prevent fraud, and protect organisational assets.

Once scheduled, the audit appears in the Audit schedule tab. When it is time to begin, a task is assigned to the responsible person and the audit moves into the In progress tab on the Audit register.

Q: What permission do I need to schedule an audit?

A: You need the Schedule audits permission. The minimum licence type required is Approval.

Q: Where can I see a scheduled audit?

A: Once scheduled, the audit appears in the Audit schedule tab until it begins.

Q: Can I save the audit and come back later?

A: Yes. Depending on your permissions, you can save the audit as a draft. Draft audits appear in the Draft tab on the Audit register.

Before you start

Check the following:

Step 1: Open the audit scheduler

From most places in Logiqc, click Create, then select Audit:

Navigation path
Create
 

Located in the bottom right corner of the screen.

 › Audit
 

Select Audit from the create menu to open the audit scheduler.

The scheduler opens on the Audit details page, ready for you to complete.

Note: You can also open the scheduler from the Audit register by clicking + Schedule audit in the top right corner.

Step 2: Complete the audit details

Audit name: the name used for this audit and any recurring occurrences.

Then choose the audit type.

Compliance audit Checks whether the organisation is meeting a defined standard, such as a legal requirement, accreditation criteria, or an internal policy.
Performance audit Evaluates how effectively a process, program, or service is operating against KPIs, targets, or quality benchmarks.

Audit source: Choose Internal or External.

  • Internal: a staff member, employee, or engaged contractor.
  • External: an independent third party, such as a regulatory body or external auditing firm. Enter the agency name in the field that appears.

Audit tool: Select the tool used to conduct the audit.

  • Audit template: a checklist or questionnaire built in Logiqc. Select from the dropdown. If you need to create one first, see How to create and publish an audit template.
  • Document: an existing file from the Documents register. Select from the field that appears.

Not applicable: select this if no formal tool is being used.

Related agreement (optional): link a relevant contract from the Contracts register.

Instructions: steps for conducting the audit. Clear instructions help the Action officer.

Note: If the Instruction type feature is enabled on your platform, select an audit from the list to populate pre-programmed instructions.

Step 3: Set the schedule

Click Schedule audit to open the Scheduler side panel.

Set the approval due date, then enter Action days and Approval days. The scheduler works backwards from the approval date to calculate the Start date and Action due date, shown in the timeline below the fields. Reminder emails are sent from the Start date.

Example: If the approval due date is April 30th and Action days is 3, the action due date is April 27th.

Select a frequency for how often the audit runs: Once off, Weekly, Fortnightly, Monthly, Quarterly, Six monthly, or Yearly.

Choose when the schedule ends

No end: Keeps creating future audits automatically.

End after: Stops the schedule after a set number of occurrences.

End by: Stops the schedule on a selected date.

Halt schedule: Stops future recurring audits from being created after the current one is completed.

Click OK to save the schedule.

Audit scheduler showing due dates, action and approval days, recurrence, and end settings.

The scheduler shows due dates, frequency, recurrence, and when the schedule should end, all on one panel.

Step 4: Assign the audit

Select an Action officer to conduct the audit and an Approval officer to close it. You can also link the audit to a related business area and a related meeting for oversight.

Note: If you select multiple Action officers, a separate audit item is created for each person. If you only need one audit, assign one lead Action officer and use the instructions to guide how other staff should be involved.
Assign section showing the Action officer, Approval officer, related business area, and related meeting fields.

Assign the users responsible for completing and closing the audit.

Step 5: Set access

Use Access control to decide who can view the audit.

All users can access Makes the audit visible to all users. No further configuration needed.
Specify who can access Lets you choose which teams and users can view the audit.

If you select Specify who can access, use these fields to build the access list:

  • Teams: Add whole teams that need access.
  • Individual users: Add specific users not already covered by a selected team.
  • Who can view? Shows the final access list based on your selections. This list also includes users assigned to the item in the workflow.
Note: Users with system-level permissions to view all items are always included.
Access control section showing options for all users, teams, and individual users.

Set who can view the audit item before the schedule is activated.

Step 6: Attach records

To attach supporting records such as checklists or instructions, click Attach .

Give the record a meaningful name, then either click Choose file to upload from your computer, or if links are enabled, paste a URL in web format (https://) or Microsoft SharePoint format.

Attached records appear on the Records register once the audit is completed and closed. By default, they inherit the same viewing permissions as the audit.

Attach records section showing the controls for adding a file or link.

Attach files or links relevant to the audit, such as checklists, instructions, or supporting documents.

Step 7: Submit the audit

Click Submit to save the form and schedule the audit.

Note: Depending on your permissions, you can save the audit as a draft instead of submitting. Draft audits appear in the Draft tab on the Audit register and can be completed later.

Troubleshooting

If something is not working as expected:

"I can't schedule the audit"

  • Check that you have the Schedule audits permission
  • Check that your licence type is Approval or higher
  • Make sure the required fields have been completed before submitting

"More than one audit was created"

  • Check how many users were selected as the Action officer
  • If only one audit was intended, assign one lead Action officer instead of multiple users

What happens next

Once the audit is scheduled, the first audit is created as a future action and the schedule is ready to generate future audits based on the recurrence pattern you selected.

 

Added to the schedule

The audit appears in the Audit schedule tab as an upcoming audit.

 

Task assigned

When it is time for the audit to begin, a task is assigned to the responsible person.

 

Moves into Action

The audit becomes visible in the In progress tab in the Audit register and moves into the Action stage of the workflow.

Workflow continues

The Action officer completes the audit and the Approval officer closes it or delegates further steps.