Add a new audit

About this task

In certain cases, you can add an new audit or premium report. Adding a final audit describes when you can add a new audit. Adding a premium report describes when you can add a new premium report.

Procedure

  1. Navigate to a policy that has an audit or premium reports.
  2. Click Audit Schedule in the left sidebar.
  3. Click New Audit.
  4. Select appropriate values and click OK.
    The screen for final audit allows you to enter Process Start Date, Due Date, and Audit Method. Audit Period Start Date and Audit Period End Date are set automatically to the start and end of the audit period.

    The screen for premium report allows you to enter Audit Period Start Date, Audit Period End Date, Process Start Date, Due Date, and Audit Method.