Objectives & Procedures

Objectives and procedures form the backbone of your audit program. Whether AI-generated or manually created, you have full control over every element.

Objectives

An objective defines what you're assessing. Each objective is linked to a risk category from your risk analysis.

Adding an objective

1. In the Planning tab, click Add Objective
2. Fill in:
   • Title — A clear description of what you're assessing
   • Description — Additional context and scope
3. Click Save

Editing an objective

Click the edit icon next to any objective to modify its title or description.

Procedures

Procedures are the specific tests you'll perform. Each procedure belongs to an objective and defines:

• Title — What you're testing
• Description — Detailed instructions for the auditor
• Risk Category — The risk area being addressed
• Status — Not Started, In Progress, Testing Complete, Pending Review, Approved

Adding a procedure

1. Click Add Procedure within an objective
2. Fill in the title, description, and details
3. Click Save

Procedure statuses

Status	Meaning
Not Started	Procedure created but no work begun
In Progress	Testing is underway
Testing Complete	All samples tested, workpaper ready for review
Pending Review	Submitted for supervisor review
Approved	Supervisor has signed off

Assigning procedures

• Click on the assignee field to assign a procedure to a team member
• Use bulk assign to assign multiple procedures at once
• Only Senior Auditors and above can assign procedures

Filtering procedures

Use the filters above the procedure list to view by:

• Status — Show only procedures in a specific state
• Assignee — Show procedures assigned to a specific team member

What's next

• Testing Overview — Begin executing procedures
• Interviews — Plan stakeholder meetings