Audit Programs

An Audit Program groups related audits together — for example all audits planned for a fiscal year, a themed audit series, or all supplier audits for a specific category. It provides a planning envelope with a shared time horizon.

Creating an Audit Program

1. Navigate to Audit Programs in the Launchpad
2. Choose Create
3. Provide:
   • Title — e.g. “Annual Internal Audit Program 2026”
   • Code — short identifier for the program
   • Description — optional free-text description
   • Planned Start / End Date — the overall planning horizon
4. Optionally assign Scope Org Units — the organisational units covered by this program
5. Save as Draft

Adding Audits to a Program

Within an Audit Program:

• Use the Create Audit action to create a new audit directly within the program
• Audits created this way are automatically linked to the program

All audits in a program are visible in the Audits tab of the program object page.

Program Lifecycle

Audit Programs follow their own status flow:

Status	Meaning
Draft	Program is being planned; org units and dates can be adjusted
Submitted	Program has been submitted for approval
Released	Program is officially released; audits are being executed
Cancelled	Program was abandoned

Allowed Transitions

Action	From	To
Submit	Draft	Submitted
Release	Submitted	Released
Cancel	Draft	Cancelled
Reopen	Released	Draft

Scope Org Units

You can assign one or more Scope Org Units to a program to indicate which parts of the organisation are covered. This helps with planning visibility and reporting — it does not restrict which org units individual audits within the program can use.

When to Use Programs vs. Individual Audits

Use Case	Recommendation
One-off audit	Create a standalone Audit
Recurring or themed audit series	Create an Audit Program and add audits inside
Annual audit plan	One Audit Program per year with audits added as they are planned

Tips

• Completing a program does not automatically complete its child audits — manage each audit’s lifecycle independently
• Use the program’s Change History to track all modifications with timestamp and user