Audit Criteria
Audit Criteria are the controlled set of requirements — norm clauses (e.g. ISO 9001 chapters) or internal procedures — that audits and findings are assessed against. This gives you a structured, reusable requirements catalog instead of free-text references.
Structure
Section titled “Structure”Audit Criteria are hierarchical, similar to Org Units: a criterion can have a parent, allowing you to model a chapter structure up to three levels deep — for example 9 → 9.3 → 9.3.1.
Each audit criterion has:
| Field | Description |
|---|---|
| Code | The clause or reference number (e.g. 9.3.1) |
| Description | What the clause covers |
| Origin | The source standard or document (e.g. “ISO 9001:2015”, “Internal Procedure”) |
| Note | Optional organization-specific context, e.g. how or how often this criterion is assessed internally |
| Parent | The higher-level criterion this one belongs to, if any |
Where Audit Criteria are used
Section titled “Where Audit Criteria are used”- Questions in a Question Catalog can optionally reference a single Audit Criteria entry — see Question Catalogs
- Findings are pre-filled with the Audit Criteria from the question they were raised against, but this can still be changed — see Creating & Classifying Findings
- An audit’s free-text Criteria Text field can reference the overall set of requirements the audit is assessed against — see Audits
Managing Audit Criteria
Section titled “Managing Audit Criteria”Audit Criteria are maintained by your Master Data Admin, in the Audit Criteria maintenance app. Because the hierarchy is used to pre-fill findings and drive reporting, plan the chapter structure carefully before rolling it out broadly.
Next Steps
Section titled “Next Steps”- Question Catalogs — link questions to Audit Criteria
- Creating & Classifying Findings — how criteria pre-fill onto findings