Executive summary. Coordinate evidence, tasks, deadlines, and response decisions for one audit matter.
Definition
The Audit Case workspace is the detailed Attergo view for an individual audit case.
Who this is for
Audit coordinators running the matter, and the reviewers checking the evidence.
How to begin
Open a case from the Audit dashboard or the cases list. Review its scope, tasks, related evidence, deadlines, and activity before asking for anything further.
Complete the workflow
Update the workspace as work completes, and record the final disposition with enough context for a later reviewer to follow it.
Frequently asked questions
Can I close a case before all tasks are done?
Follow your organization’s closure criteria. Unresolved work should stay visible, or move to a named owner.
Referenced standards and further reading
- Attergo product guide ↗Attergo