View final audit schedule

About this task

You can view basic details about a final audit, such as the period start and end dates, the method of the audit, and its status.

Procedure

  1. Navigate to a policy that can be audited.
  2. Select Audit Schedule in the Tools menu. The Audit Schedule screen displays a summary of audits and audit scheduled items (future audits).
    Note: Without sufficient permissions, you can only view summary information.
  3. Select the pull-down menu to filter the list of audits. The menu displays the following options:
    • Scheduled/in-progress – Default. Display open audit policy transactions or audits that are scheduled for the future.
    • In progress – Display only open policy transactions.
    • Closed within last 12 months – Display any item that has a closed date within the last 12 months.
    • Due date within last 12 months – Display any item with a due date within the last 12 months or due in the future.
    • End date within last 12 months – Display any item that has an end date in the last 12 months or a future end date.
    • All – Full history of audit policy transactions excluding deleted policy transactions.