👥 Roles and permissions

The following roles can view an audit dashboard:

Administrators and compliance managers can view all audit dashboards
Anyone who is a member of an audit, regardless of their object role, can view the audit dashboard for that audit

The audit dashboard is similar to the program dashboard. As with programs, every audit has its own dashboard that displays pertinent information applicable to the audit, such as progress and readiness.

💡 Tip

For more information, see the Audit dashboard video at the bottom of the page.

Accessing an audit

After signing in to Hyperproof, you can access an audit via the Audits tab. From the left menu, select Audits, and then select the audit.

Summary

This is an overall snapshot of the audit. The number of all requests, controls and control scopes, labels, and proof that have been imported into the audit appears here. The audit's health status is also available here.

📝 Note

Control scopes are included in the Controls count on the dashboard.

There are four health statuses:

Healthy - The audit is healthy and right on schedule; requests have been successfully submitted and closed.
At risk - The audit is at risk of falling behind schedule; there are some requests that are still in progress and/or open.
Critical - The audit is unhealthy and behind schedule; there are too many open requests.
N/A - The health of the audit can’t be defined because there is no timeline or due date defined, and/or there are no requests linked to the audit.

Audit timeline

The audit timeline is designed to keep the entire team up-to-date during the audit process. It provides a quick view as to when particular events within the process will take place.

To edit the timeline, click … (More options), then click Edit. Adjust the values to match your organization’s audit, then click Save.

💡 Tip

You can also view the audit's Activity Feed for additional timeline information. Click the Activity Feed icon in the upper-right corner of the audit dashboard.

Progress

Request status

This snapshot provides a general overview of the progress of your audit.

Not started - Requests that have not yet been started
In progress - Requests that are currently being worked on
Internal review - Requests that are currently under internal review
Submitted to auditor - Requests that have been submitted to the auditor for review
Needs revision - Requests that the auditor reassigns to the organization to be revised
Approved - Requests that have been verified and accepted
Closed - Requests that have been completed and closed

Requests by assignee

View the progress of the audit based on the assignee. Next to each assignee is the number of requests assigned to them and a progress bar indicating whether their requests are In progress, Submitted, Closed, or Not started.

Stale requests

This widget illustrates requests that have not yet been started, or are in progress but have not been worked on in quite some time. Hyperproof takes the following request statuses into account: In progress, Internal review, and Needs revision.

Color chart breakdown: