Learn how audit workflow stages work in Logiqc Auditor so you can see who is responsible for an audit at each stage and how the audit moves through to closure.
Audits move through two stages: the Action stage and the Review and Close stage.
Tip: For a detailed step-by-step guide, see the Academy tutorial below.
If you are following the link from My tasks, you will be taken directly to the current workflow stage.
Once an audit is scheduled, it moves into the Action stage and a task is generated on the Start date for the Action Officer.
- The Action Officer completes the audit.
- Any recommendations identified during the audit are recorded.
- When all required items are audited, the Action Officer selects the action button to complete the audit.
- The audit then automatically moves to the Review and Close stage.
In the Review and Close stage, the Approval Officer reviews the audit findings and recommendations and decides whether any follow-up actions are needed.
- Actions are assigned where follow-up work is required.
- Once actions are assigned, the audit can be closed.
- Any actions remain open until complete.
Q: What happens when an audit is scheduled?
A: Once an audit is scheduled, it moves into the Action stage and a task is generated for the Action Officer on the Start date.
Q: Who completes the audit in the Action stage?
A: The Action Officer completes the audit during the Action stage.
Q: Who reviews the audit before it is closed?
A: The Approval Officer reviews the findings and recommendations during the Review and Close stage.
Q: Do actions need to be completed before the audit is closed?
A: No. The audit can be closed once actions are assigned. Those actions remain open until they are completed.
Audit workflow overview
The audit workflow is designed to separate the completion of the audit from the review of its findings and follow-up actions.
Action stage
The Action Officer completes the audit and records any recommendations identified during the audit.
Review and Close stage
The Approval Officer reviews the findings, assigns any required actions, and closes the audit.
Where the workflow stage is shown
Navigate to the audit record:
Click on the audit to open the Audit summary page.
When you open an audit, the workflow stage is shown in the button at the top right of the screen. The example below shows an audit in the Action stage.
The workflow stage is shown in the button at the top right of the audit.
If you follow the link from My tasks, you are taken directly to the current workflow stage for that audit.