Audit Dashboard

The audit dashboard gives you a snapshot of all audit activity for a selected business. View key stats, recent activity, and access quick actions to start common tasks.

Steps

1. Click Audit in the sidebar.
2. Select your Business from the dropdown.
3. Review the dashboard stats:
   • Active Checklists — number of checklists currently in progress.
   • Pending Items — total uncompleted checklist items across all checklists.
   • Completed This Month — checklists finished in the current month.
   • Upcoming Deadlines — compliance deadlines approaching soon.
4. Scroll down to see Recent Checklists and Upcoming Deadlines lists.
5. Use the Quick Actions to jump directly to:
   • New Checklist — create an audit checklist.
   • Risk Assessment — start a new risk assessment.
   • Compliance — view compliance deadlines.
   • Reports — generate audit reports.
   • AI Agent — use the AI assistant for audit tasks.

Tips

• Check the dashboard daily to stay on top of pending items and approaching deadlines.
• The dashboard updates in real time as checklist items are completed.