Executive summary. Open a structured case when a review request arrives, or when a matter needs organized evidence.
Definition
An audit case is an Attergo record for coordinating an audit request, its evidence, deadlines, and outcome.
Who this is for
Audit coordinators opening and scoping a new matter.
How to begin
In Audit, select New audit case and record the requester, the scope, the due date, the affected period, and the internal owner. Preserve the original request through your approved document process.
Complete the workflow
Break the request into tasks with named owners, and keep the case status current so the team can see what is still needed.
Frequently asked questions
What belongs in the case description?
The requester’s actual scope, dates, and stated requirements, in their words rather than a summary.
Referenced standards and further reading
- Attergo product guide ↗Attergo