Gap Analysis: perform audits
- FP
To execute an audit, please click „Gap Analysis" on the left side of the bar. Then, choose an audit template you want to use for your next audit and click on the icon „+” placed on the right side of that template to create a new audit. Provide the necessary information, like a suitable name for this audit, its start and end date, etc., of the new audit and confirm that. Afterward, you will find this new audit in the list of available audits at the top of the page.
For each audit, you can choose between the following actions:
click on the icon „play“ to start/continue processing the questionnaire,
click on the icon „export“ to generate a PDF report,
click on the icon „lock“ to freeze this audit (set to non-editable), or
click on the icon „trash“ to delete this audit.
Also, you can modify or extend the collection of audit templates:
click on „Create template“ to generate a new one,
click on „Import ISO template“ to upload a licensed PDF to extract all relevant controls into a new template,
click on „Restore template“ to overwrite an existing template or create one based on the provided definitions or
click on „+“ to use this template for generating a new audit,
click on „edit“ to modify the definitions of that template by adding or removing controls and sub-controls,
click on „export“ to download the definitions of that template as a backup (for custom templates only),
click on „trash“ to delete that template (for custom templates only)
By editing an audit template, you can easily:
click on „+“ to generate a new control as child below the current entry,
click on „down“ to push a control one position down,
click on „up“ to push a control one position up,
click on „trash“ to delete that control,
click on the title of the chosen control to update the text,
click into the text of the chosen control to maintain this: Use the editor to modify and format your text, or click on the icon „stamp“ to insert certain GRC fields like checkboxes, radio buttons, numbers, or text fields. These are template/audit internal fields, not Jira custom fields! If you have finished the work on all your controls, please click on „save template“ to store your changes.
click on „trash“ to delete that template (for custom templates only)
