Schedule Audit

Schedule an audit for a compliance framework and prepare your organization for review.

Who can use this feature?

	All Account Owners and Security Admins
	Available on the Business plan

INFO

Scheduling an audit allows auditors to review your compliance posture in a structured timeframe.

Ensure controls, documents, and evidence are up to date before scheduling.

TIP

Prepare before scheduling:

Complete high-priority controls

Upload required evidence

Assign owners to all items

Steps

Open Compliance Center

Navigate to the Compliance Center from the sidebar.

Navigate to Audit Tab

Select the Audit Tab in Compliance Center.

Click Add Audit

Click Add Audit.

Select Framework

Choose a framework.

Set Dates

Select start and end dates.

Create Audit

Click Add.

The audit is scheduled.

Auditors can review compliance data.

Your organization progresses toward certification.

Cannot Schedule Audit

If audit fails:

Ensure a framework exists

Verify required fields are completed