📁Create an audit
Step-by-step instructions on how to create an audit.
To create an audit:
On the left-hand side navigation pane, click
Audits and then click the
New audit button.

In the Add audit wizard screen, fill in the details:

Audit type: Select the desired framework of compliance and accessibility standards and guidelines. Read more about Audit types here.
WCAG Version: Select the desired WCAG version that you want your audit to be based on.
Conformance target: Select the desired conformance target of your new audit, from lowest (A) to highest (AAA).
Report Identifier: This field is for internal use and can include a given ID, version number, date, or any identifier you wish to add to it so you can reference it later.
Report Date: Select the desired export date from the calendar.
When finished, click Continue.
In the next wizard screen, select the WCAG conformance level that you want your audit to include besides the one that you selected in the Conformance target field in the first step. The options are: - Level A - Basic accessibility (minimum level) - Level AA - Standard accessibility (legal requirement in most jurisdictions) - Level AAA - Enhanced accessibility (highest level, often impractical for entire websites).
When finished, click Continue.

In the next wizard screen, fill in the fields related to the project and the product.

Project: Select (if applicable) the project for this audit.
Environment type: This list is automatically populated based on the selected project. However, if the same project was created on multiple environments, select the environment for which you want the audit to be performed.
Test: Select (if applicable) the test instance on which the audit will be applied.

In the Product information section, fill in the optional details that will be populated in the actual audit report that results from running the audit, such as Product name, version, description and website URL.

Scrolling even further in this step of the Add audit screen, you will find the Vendor information section, which, similar to the Product information section, contains optional details that can be part of the audit report generated at the end of the audit. These details refer to the owner of the product you are auditing like company name, address, website, and contact information.
When finished, click Continue.

In the final step of the Add audit wizard, you will be able to select the profile of the evaluator (information that will also appear in the audit report).
If a profile is not available at this point, you will have to create one, as this is mandatory information required for the audit report. You can follow the create profile steps through the Add audit wizzard or use the Profiles menu (under Settings) to do so before starting a new audi
Next, after the evaluator profile is selected, the fields under Evaluation are optional and will appear in the audit report generated at the end of an audit:
Notes: Any necessary comments that you need included in the overview of your audit report
Evaluation methods used: note any specific methods that you need noted in the report
Legal disclaimer: This will appear at the end of the audit report and can be added if and when needed
Repository: add the URL for your project
Feedback: Note any input provided by the Evaluator
License: Note the Licence type

At the bottom of the screen, the Executive summary field contains a summary of the report that is provided by the Evaluator.

When finished, click Create.
Your newly-created audit is displayed.

Last updated

