Audit Overview Toolbar

The Audit Overview toolbar lets you access tools for saving, editing, managing, and exporting audits. You can also view the name of the audit you are working on and open a different audit. By default, the Audit Overview toolbar is a part of the Audit Overview workspace.

Properties

Parameter

Description

Save Audit

Lets you save the current audit.

Audit Management

Opens the Audit Management dashboard where you can:

  • View and manage audits

See Audit Management Dashboard.

Export Audit

Lets you export a list of audits to a spreadsheet for managing the progress of searches—see Exporting.

Audit Report

Lets you create a report of your audit and download it as an Excel document—see Conducting Supervision.

Working on Audit

Displays the name of the current audit and lets you open a different one on your list. A red exclamation mark next to a audit indicates a error or warning for various reason including:

  • - The audit is locked because another user is working on it.
  • - The scope of the audit has changed.

The red exclamation mark is also present in the list of audits on the An Audit Management dashboard.

TIP
Hover your cursor over the icon to see a description of the warning or error.

Lets you view your audit list and switch audits—see Opening Audits.