Help CenterFor ContractorsPrepare Audit Packets

Prepare Audit Packets

The Field Admin workflow for proactively preparing and verifying audit documentation.

Prepare Audit Packets

When: Proactively on a regular schedule, and reactively when an inspection is imminent.

  1. Navigate to Audit.
  2. Review the audit event log for recent activity.
  3. Generate an audit packet for the desired scope.
  4. Review the packet contents — verify all expected evidence is present.
  5. Download and store the packet.

Outcome

Inspection-ready documentation available within minutes.

Common Mistakes

Only generating packets when an inspector arrives. Pre-generating packets on a regular schedule reveals gaps before they become findings.

What Happens If Skipped

Inspection response is slow and disorganized. Missing evidence may be discovered during the inspection rather than before.