The faster you pass an audit, the faster you can move on with your life.
When you get the list of the list of drivers and records requested, follow this checklist:
-
Double check the request records are all there and compliant. If you have any corrective action to take, you have a few days to get it done.
-
Option 1: Give the auditor access to view the records they requested AND NOTHING MORE!
-
Add the auditor to the system in the “external auditors” group
-
Configure their oversight to match the drivers and records requested
-
Send the invitation email from their profile
-
-
Option 2: Export Your Records
-
Go to the Records browser and filter the records selected
-
Then, filter the drivers selected
-
Export those records to a zip file and provide the auditor access
-
