SmartHubs Documentation
How-to Guides
Practical, step-by-step guides for performing common tasks in SmartHubs.
Last updated: February 2026
Quick Navigation
Popular Guides
Create an Audit Project
📋Step-by-step instructions for creating a new audit project and setting up the work program.
Execute Audit Procedures
✓Learn how to execute audit procedures, use the embedded editor, and document your work.
Upload and Organize Evidence
📎Step-by-step guide for uploading evidence, linking to procedures, and organizing your audit file.
Document and Validate Findings
🔍Learn how to create findings, validate them, and prepare for inclusion in audit reports.
Generate Audit Reports
📄Step-by-step guide for generating professional audit reports and customizing output.
Manage Team Members and Roles
👥Instructions for creating user accounts, assigning roles, and configuring module access.
Track Time and Manage Timesheets
⏱️Learn how to log time against procedures and monitor resource utilization.
Configure Module Access and Permissions
🔐Step-by-step guide for setting up module access based on roles and user responsibilities.
By User Role
For Administrators
If you're setting up SmartHubs for your organization, visit our platform documentation for detailed configuration guides.
For Audit Managers and Leads
If you're planning and overseeing audits, these guides will help you manage audit projects:
- Create an Audit Project - Set up new audits and develop work programs
- Generate Audit Reports - Create and customize professional audit reports
For Auditors
If you're performing audit work, these guides cover your day-to-day tasks:
- Execute Audit Procedures - Perform procedures and document your work
- Upload and Organize Evidence - Manage evidence and working papers
- Document and Validate Findings - Create and prepare findings for reports
Need help? Contact our support team