Working with final audits

You can schedule a final audit upon issuance of a workers’ compensation or general liability submission. Or you can manually schedule an audit later in the policy term. Close to policy expiration, PolicyCenter creates the final audit policy transaction according to the process start date. You can configure when the final audit policy transaction starts by configuring final audit schedule patterns. For more information on configuring audit, see Defining audit schedules.

If you have the appropriate audit permissions, you can edit, calculate, complete, or revise a final audit. By default, a producer or underwriter can view some details of the final audit but cannot edit it.

The included topic provide step-by-step instructions.