Setting Up Your Account for Audits

Before you can begin using the Audits module, you will need to complete the items below:

1. Create at least one site (if your company already has a site that you would like to use, then you do not need to create an additional site)
   • Add New Site
2. Assign a default messaging contact for this site and/or any site that you will use with the Issues module
   • Update Basic Site Info & Key Personnel
3. Create a Send to Auditee Workflow for this site and/or any internal site that you will use with the Audits module
   • Audit Workflows - Send to Auditee
4. Create a Publish Final Report Workflow for any Audit Category that you will use with the Audits module
   • Audit Workflows - Publish Final Report
5. (not required, but highly recommended) Configure the Audits module settings
   • Creating & Managing Audit Categories