---
title: Create or Edit an Audit
slug: neurons-for-itsm/admin-user-help/enu/latest/create-or-edit-an-audit
createdAt: 2026-07-14T19:16:50.305Z
---

Conduct an Audit for review of compliance related to an industry standard or key Configuration Items.

:::hint{type="info"}
To create or edit an Audit, you must log in to Neurons for ITSM as a **GRC Manager**.
:::

:::hint{type="info"}
The **GRC Analyst** role provides read-only access to Audit and Audit Finding records. Users with this role can view records but cannot create, edit, or delete them.
:::

**To create an Audit:**

1. Open the **Audit** workspace.
2. Click **New GRC Audit** to open a blank **Audit** form.
3. Enter the information into the fields as required.
   - **Lead Auditor Email** auto-populates based on the **Lead Auditor** field.
   - **Status** auto-populates as **New**.
   - **Priority** auto-calculates based on **Probability** and **Impact**.

:::hint{type="info" indent="1"}
Mandatory fields are marked with an asterisk.
:::

4. Click **Save**.
5. In the **Details** tab, enter the information into the fields as required.
6. Use the **Use the Participants, Assets, Assessments, Audit Findings, Linked Audits, Controls, Mitigation Plans, Authority Documents, Exceptions, **and** Evidence** tabs to link associated records to the Audit.
   - Use the **Exceptions** tab to create new Exceptions or click (**Go to**) to fully open an existing Exception record associated with an Audit.

:::hint{type="info"}
When creating a new Exception from within an Audit record, the **Exception Type** and **Audit** fields are automatically populated in the Exception record form. You should not edit these fields.
:::

:::hint{type="info"}
Multiple Audit Findings can be associated with a single audit.
:::

:::Paragraph{listStyleType="disc" indent="2"}
If the **Recurring Audit** checkbox is selected in the **Details** tab, the **Scheduled Audits** tab displays the recurring Audits.
:::

:::Paragraph{listStyleType="disc" indent="2"}
Use the **Tasks** tab to create new Tasks.
:::

:::Paragraph{listStyleType="disc" indent="2"}
Use the **Controls** tab to create new Controls or link to existing Controls.
:::

:::Paragraph{listStyleType="disc" indent="2"}
Use evidence requests to support the Audit. To create a new Evidence record, click **New Evidence** in the **Evidence** tab, or to create a batch of Evidence records, click **New Evidence Record(s)** at the top of the **Audit** form.
You can also create a new Task from within an Evidence request record.
:::

:::Paragraph{listStyleType="disc" indent="2"}
Use the **Audit Findings** tab to document evidence, audit conclusion, and response.
:::

:::hint{type="info" indent="1"}
You can restore hidden tabs using the **plus** sign (to the right of the tabs).
:::

7. Click **Save** and then **Refresh**.

:::hint{type="info" indent="1"}
When the status is set to **Approving**, an email is automatically sent to the Approver, and a record of the approval request appears in the **Approvals** tab.
:::

8. When the Audit is approved, you can change the **Status** to **Active**.
9. Click **Save**.

:::hint{type="info" indent="1"}
Click **Refresh** If changes you made or relevant tabs are not shown in the record after you have saved it.
:::

**Notes on Status:**

- When an Audit record's status is **Closed**, **Completed** or **Canceled**, all associated Evidence records status is set to **Closed**.
- The **New Evidence Record(s)** button is enabled only when the Audit record status is set to **Evidence Requested**, **Approving** or **Active**, for all other statuses, the **New Evidence Record(s)** button is disabled.

## Edit an Audit

**To edit an Audit:**

1. Double-click the Audit to open the details.
2. Edit the information as required.
3. Click **Save**.