Findings Overview

The Findings Overview app gives Audit Managers and Auditors a single place to monitor all findings across all audits — without having to open each audit individually.

Who can use this

• Audit Managers — full access; edit status, responsible person, and due date on any finding
• Auditors — full access; same editing capabilities

Auditees do not have access to the cross-audit findings view.

What the Findings Overview shows

Each row in the list represents one finding. The key columns are:

Column	Description
Title	Finding title; colour-coded by severity (red = Major NC, orange = Minor NC)
Severity	ISO severity classification
Category	Finding category (e.g. Process, Documentation)
Status	Current finding status
Responsible Person	Person accountable for addressing the finding
Due Date	Resolution deadline; red if overdue and finding is not yet closed
Audit No.	The audit this finding belongs to
Audit	Audit title
Org Unit	Org unit of the parent audit

Filtering findings

Use the filter bar at the top to narrow down what you see:

• Severity — filter by Major NC, Minor NC, or Observation
• Category — filter by finding category
• Status — filter by finding status
• Due Date — filter by a date range
• Responsible Person — find all findings assigned to a specific person
• Org Unit — limit findings to a specific organisational unit

Click Go to apply filters. Click Adapt Filters to show or hide additional filter fields.

Opening a finding

Click on any row to open the finding’s Object Page in a split-screen view. The right panel shows:

• Finding Details — title, category, severity, status, responsible person, due date, ISO clause, requirement reference, root cause, and full description
• Audit Context — read-only section showing the audit number, audit title, org unit, and the question the finding was raised against
• Action Items — list of action items linked to this finding, with a button to add a new one directly (see below)
• Attachments — evidence files attached to the finding
• Change History — full audit trail of all changes to the finding

Editing a finding

Findings can be edited in draft mode:

1. Open the finding from the list
2. Click Edit in the Object Page toolbar
3. Change status, responsible person, due date, or any other field
4. Click Save to save as a draft, or Activate to publish the change

Note

The audit context fields (Audit No., Audit, Org Unit, Question) are read-only in this view — they reflect where the finding was originally created.

Note

Findings cannot be created or deleted from the Findings Overview. Findings are always created in the context of a question response within an audit. Use the Audits app to add new findings.

Adding an action item from a finding

You no longer need to switch to the Audits app to raise an action item for a finding:

1. Open the finding from the list
2. Click Create Action Item in the Object Page footer
3. Fill in the title, an optional description, responsible person, priority, and due date
4. Confirm to create the action item

The new action item immediately appears in the Action Items list on the finding, and is also visible in the Action Workbench and the responsible person’s My Actions worklist.

Criticality indicators

The Findings Overview uses colour coding to make priority immediately visible:

• Red (Error) — Major Nonconformity, or overdue (due date passed and finding is not closed)
• Orange (Warning) — Minor Nonconformity

These indicators update automatically as findings are edited.

Sorting and personalisation

The list is sorted by due date (ascending) by default, so overdue and upcoming findings appear first. Use the column headers to sort differently. Use View Settings (gear icon) to show or hide additional columns.