> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/auditors/managing-internal-audits-apps/tracking-and-monitoring-audits/manage-audit-findings.md).

# Manage Audit Findings

Use the **Manage Audit Findings** module to create, review, and maintain audit findings.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

## Working with Audit Findings

Follow the steps below to locate, review, and manage audit findings efficiently.

{% stepper %}
{% step %}

### Filtering Audit Findings

Use the **Search Panel** to filter the audit findings shown in the grid. You can filter by:

* **Type of Finding:** Select the finding type.
* **Creation Date:** Select the date when the finding was created.

{% hint style="info" %}

#### Actions:

* **Filter:** Click to apply your criteria and update the grid with matching results.
* **Clear Filter:** Click to remove all filters and restore the full list of findings.
  {% endhint %}

***

{% endstep %}

{% step %}

### Managing Audit Findings

Use the action buttons in the grid to manage audit findings:

* **Add**: Click to create a new audit finding.

<details>

<summary><mark style="color:blue;"><strong>Enter New Finding</strong></mark></summary>

The **Enter New Finding** form allows you to define and document new findings.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

1. **Define Details**

Complete the relevant fields to configure the finding:

* **Type:\*** Select the finding type (e.g., Minor Observation, Major Observation, Non-Conformity).
* **Notes:\*** Provide a clear and detailed description, including context and supporting evidence.

<p align="center">━━━━━━━━━━━━━━━━━━━━━━━━━━━</p>

**Read-Only Fields** (🔒)

* **Finding ID:** A system-generated, unique identifier used for tracking and reference.

***

2. **Save Changes**

When ready to save, choose one of the following options:

* **Save and New**: Click to save the finding and open a new form to create another.
* **Save and Close**: Click to save the finding and close the form.

</details>

* **Delete** ( <i class="fa-trash-can">:trash-can:</i> ): Click to remove an audit finding.

{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undo** ( <i class="fa-rotate-left">:rotate-left:</i> ).
{% endhint %}

* **Edit** ( <i class="fa-pen">:pen:</i> ): Click to modify an audit finding.
* **View** ( ![](https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FIAlpvjgSBR3lKZjwsXm7%2FIMS-KI-L-9.svg?alt=media\&token=262f3701-b544-43fe-b1bc-d17a29a18e55) ): Click to open an audit finding in read-only mode.

{% hint style="success" icon="lightbulb" %}
**Tip:** To quickly review the full description and details of a finding, click the **Expand** ( <i class="fa-up-right-and-down-left-from-center">:up-right-and-down-left-from-center:</i> ) icon inside the cells of the **Notes** column.
{% endhint %}

***

{% endstep %}
{% endstepper %}

***


---

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