How do I approve audit evidence?

What is it for?

The unapproved audit evidence page will show all of the documents that were uploaded on the requested audit evidence page. You will be able to review the documents uploaded from your requests to ensure they cover what the audit descriptor requires. In addition, you will be able to select any other descriptors that require the same audit evidence type if this document fulfills them as well. If the document isn't sufficient, you will be able to reject it or send it back with more instructions to get the correct document.

How to use it?

Approving, rejecting, and sending back an unapproved document

To start reviewing an uploaded evidence document, click on the action button and choose "Approve/Deny". This will open the PDF file in a modal with related descriptors listed beside it. After reviewing the document you have 3 options:

Approve - if the document is sufficient, you can check all of the descriptors it fulfills and click the approve button at the bottom of the modal.

Reject - if you no longer need the evidence or no longer want to request it from someone else, you can click reject and the request will disappear.

Send Back - if the document is sufficient, but you still need the document for an audit, you can click the send back button to request a new document. After clicking the button, you can provide additional instructions to make sure you get what is needed for the descriptor.

I have no items in the table

There are no unapproved documents waiting to be processed.

Updated on: 01/09/2022