Link audit requests and findings to policy and evidence

What’s new?

We're excited to introduce a significant enhancement in the Audit Module, focused on streamlining your workflow and reducing redundancy. With this release, you can now effortlessly manage and link request/finding documents to existing artifacts, such as policies or evidence, within the platform.

Why is this important?

Previously, users faced challenges when trying to link request/finding documents to existing artifacts, leading to duplication and redundant work. This limitation has been a significant pain point for users seeking efficient audit data management.

How does it work?

1. Access the Audit Center:

Access the Scrut Automation platform and proceed to the 'Audit Center.' From there, select an Audit and then navigate to the 'Requests' section.

2. Choose from any of 3 Workflow Options:

When working with an Audit Request/Finding, you'll now have three options when associating documents:

A. Upload a File: Upload a file as a one-time activity to associate it with the audit request.

B. Link Artifacts: Link existing artifacts to support the audit request.

C. Create and Link: Create a new artifact and associate it with the audit request.

2. A. Workflow 1: Uploading a File

(i) Once you've opened any 'Request'; to upload a file, select the 'Upload a File' option.

(ii) Choose the file you wish to upload.

(iii) Once you select it, other options will be disabled.

2.B. Workflow 2: Linking Existing Artifacts

(i) You can also link existing artifacts to support the audit request.

(ii) Select one or more existing policies, evidences, or both.

(iii) The selected artifacts will be displayed under 'Requests'.

Unlinking Artifacts:

(i) If you wish to unlink linked artifacts, simply click the 'Unlink' button.

(ii) Confirm the unlinking action in the warning popup.

(iii) The selected artifact will be successfully unlinked.

2. C. Workflow 3: Creating and Linking New Artifacts:

(i) To create a new artifact and associate it with the audit request, select the 'Create and Link' option.

(ii) Choose between creating a new Policy or new Evidence, fill the details, and click on 'Next'.

(iii) Search and filter for controls and link them to the selected artifacts.

(iv) Once controls are linked, the page will confirm successful linkage.

Note: After closing a request, you won't be able to add any further attachments.

The process described above for 'Requests' is also applicable and implemented for 'Findings'.

With this feature, we aim to provide a more efficient and user-friendly experience while enhancing your audit data management capabilities.

If you have any questions or issues, please reach out to your assigned Customer Success Manager. They'll be happy to assist you!

To view all the product updates, please click here.