UserAudit reviews

Some programs are audited: an auditor reviews a member's work and records an outcome for each step. This page covers both sides of that — conducting a review if you're an auditor, and seeing an audit of your own work and replying if you're the audited member.

Setting audit programs up is an admin task — see Program audits (admin guide).

If you're an auditor

Your Audit Reviews dashboard

Open Audit Reviews from the sidebar.

Audit Reviews. Every enrollment you're assigned to audit, with quick counts of how many are awaiting the member, open for you to review, or locked.

• The stat cards count your assignments by state: Total Assignments, Awaiting Submission (the member hasn't submitted yet), Open for Review (ready for you), and Locked (review complete).
• Filters narrow the list by audit/target program, cycle, user, status, and last-review date.
• Open a row to start or continue its review.

Conduct a review

Opening an assignment that's open for review takes you to the review workspace, which creates your draft automatically.

Audit Review. Set a status and comment on each step, complete the review form, then submit. Save frequently.

• Review Context shows who and what you're reviewing and the current audit state.
• Under Step Reviews, set a Status (e.g. Audit Complete or Resubmission Required) and an optional Auditor Comment for each step.
• Complete the audit review form and choose a final status, then submit.
• Submitting locks the review — it becomes a permanent record. If you set any step to Resubmission Required, those steps reopen for the member; once they resubmit, the context returns to Open for Review for your next pass.

Acknowledge changed data

If the member edited their work after you started, an Acknowledge Changes banner appears. Review the updated work and acknowledge it before you can submit — this stops a review being submitted against stale data.

If you're the audited member

Your program is being audited

When an enrollment is audited, a Program Audit panel appears on that program's page.

Your program page. The Program Audit panel shows who's auditing you and lets you submit your work when it's ready.

• The panel names the audit program and your auditor (unless the auditor is anonymized), and shows the current state.
• When your work is ready, click Submit for Review to hand it to the auditor. (Some audits don't require this step and open for review automatically.)

Review outcomes and replies

Expand Audit History & Reply to see every review of your work.

Audit History & Reply. Each past review keeps its own outcome, step list, and your reply — here three reviews with 7, 10, and 25 auditor steps.

• Each entry shows the review's outcome (Audit Complete, Resubmission Required, …) and when it was submitted.
• Auditor's Steps expands the steps that review covered, each with the auditor's status and comment. Every review preserves the steps as they were when it was submitted, so older reviews always show what was actually audited.
• If replies are enabled, use Your Reply to respond to the review overall and per step. Save keeps a draft; submitting locks your reply.

Resubmission Required

When a review comes back Resubmission Required, the flagged steps reopen so you can update them. Fix them, submit for review again, and the auditor picks up where they left off.