Audit Issue Import Changes
We have made several enhancements to make it easier for importing audit issues into AuditFindings. You can import audit issues from several different formats, including Excel .xls, .xlsx, or .csv. Click here to download our AuditFindings Import Guide. Below is a summary of the process. The audit issue import process is conducted in a few easy steps.
Step 1: Preparation
Step 2: Select Audit
Step 3: Select File / Map Fields
Step 4: Import
Step 5: Confirm Import Success
Preparation: Add the audit name into the system.
Start the Import process: Select the audit to assign the issues.
Select File for Import: Map excel file headings to fields names within AuditFindings.com.
Below are some of the questions related to the import process.
Q: How does the import function handle missing data, such as for Priority or Status?
A: The system will assign these fields the value of NA.
Q: What happens to the data if we import into a custom field that is not enabled?
A: The data is imported, but is not viewable until that specific custom field is enabled.
Q: Does the import file require specific headings?
A: The only required heading is “Issue Name.” The other headings can be mapped during the import process.
Q: Can we import items to more than one audit at a time?
A: The import process assigns issues to one audit at a time.
Q: Can we import multiple sheets in a workbook?
A: The system will import the items in the active sheet. You will see the data being imported in the modal window. To ensure that you are importing the intended data, it is recommended to create separate spreadsheets for import.
Q: What happens if we do not import an issue date?
A: The date will be blank and some aspects of the application, such as reports based on the issue date, will not populate with these items.
Q: Do I have to import issues and assign them to an audit?
A: Issues can be imported and assigned to “Not Assigned”. The Not Assigned will be listed as an option in the dropdown during import. The Not Assigned will also be an audit name listed in the Audit tab list of audits.
Q: What happens if I import the same file again?
A: If imported to the same audit, the issues will be added again, basically doubling the assigned issues. If the issues are imported to another audit, they will be added as new issues to that audit.
Q: Can we assign our own audit or issue number?
A: Client derived reference numbers can be added via the custom fields. The system assigns a unique Audit ID and Issue ID to items added to the system. This process ensures a unique reference number.
AuditFindings.com is a system for managing audit issues. Click here for an overview of the AuditFindings.com system.