From your SmartHubs workspace dashboard, locate the Audit Projects section. You can create a new project by:

• Clicking the "New Audit Project" button (usually in the top right)
• Selecting "Create Project" from the Audit Projects menu
• Using the quick-create option from the dashboard

You'll see a form requesting the following information:

• Project Name: Give your audit a clear, descriptive name (e.g., "Q1 2026 Financial Controls Audit")
• Description: Provide a brief description of the audit purpose and background
• Audit Scope: Define what areas, processes, or functions will be audited
• Audit Objectives: List the primary objectives (e.g., "Evaluate control effectiveness," "Assess compliance with policies")

Tip: Be as specific as possible in scope and objectives to guide your audit team and set clear expectations.

SmartHubs may offer predefined audit type templates that provide standard procedures. Select the appropriate type for your audit:

• Internal Audit: General internal audit template with standard procedures
• Compliance Audit: Focused on regulatory compliance and policy adherence
• Operational Audit: Evaluates efficiency and effectiveness of operations
• IT Audit: Specialized for IT systems, controls, and security
• Custom: Create your own audit from scratch

Note: Selecting a template provides starter procedures that you can customize for your specific needs.

Enter the planned timeline for your audit:

• Planned Start Date: When will you begin fieldwork?
• Target Completion Date: When should the audit be complete?
• Report Due Date: When must the final report be delivered? (Optional but recommended)

Tip: Include buffer time for unexpected issues, evidence gaps, or findings that require additional investigation.

Assign team members to the audit project. You can add them now or assign them later:

• Select the Audit Lead/Manager who will oversee the audit
• Add other team members who will execute procedures
• Assign specific roles (Auditor, Reviewer, etc.) to each team member
• Note that team members must have access to the modules required for this audit

Note: Only team members with appropriate roles and module access will have access to the audit project.

Once your project is created, you'll develop the audit work program. This can be done immediately or after initial setup:

• Click "Create Work Program" or "Add Procedures"
• If you selected a template, you'll see starter procedures to customize
• For each procedure, define:
  • Procedure title and description
  • Testing objective (what you're testing)
  • Expected evidence (what evidence should be gathered)
  • Estimated hours (effort required)
  • Assigned to (which team member)
• Save the work program to make it available for execution