Core Fields: Audit

Modified on Thu, 3 Sep at 4:57 PM

Core Fields: Audit

The fields available for the Audit module, and what each one is for

Contents

1. Introduction & Context
2. Key Features & Functions
3. Requirements
4. Step-by-Step Guide
- Audit: Field Reference
5. Common Issues & Troubleshooting
6. Related Articles

1. Introduction & Context

This article lists the fields available for the Audit module and what each one is for, and shows how to choose which fields appear as columns in the Audit list view.

Who is it for? This is configured by Clew Admins in Admin Settings, under Custom Types > Audit.

What does it impact? These settings control what your team sees and can enter on Audit records, not the underlying data itself.

Note: Controlling where a field appears (New Form, Edit Form, Mass Edit Form, Show View) works the same way for Audit as for every other module, using the eye icons and Mass Edit in Core Field Settings. See Core Fields: Overview for how that works; this article focuses on what the Audit-specific fields are and what they mean.

2. Key Features & Functions

Field coverage: covering ownership & assignment, audit description & classification, dates & scheduling, and record & system fields, listed in full in Section 4.
Default list view columns: out of the box, the Audit list view shows Type, ID #, Title, Status, Register, Location, Lead Auditor, and Due Date.

3. Requirements

Clew Admin access, to open Admin Settings and Custom Types > Audit.
The Audit module must already be enabled in Clew.

4. Step-by-Step Guide

Audit: Core Field Visibility

Go to Admin Settings and open Custom Types.
Select Risk.
Scroll to Core Field Settings. Use the search box to find a specific field if the list is long.
Update fields individually using the eye icons, or select several rows and use Mass Edit. See Core Fields: Overview for how these controls work.
By default, the Audit list view's Selected Fields include Type, ID #, Title, Status, Register, Location, Lead Auditor, and Due Date.

Audit: Field Reference

The fields available for the Audit module, grouped by what they're used for. For how to control where each one appears (New Form, Edit Form, Mass Edit Form, Show View), see Core Fields: Overview.

Ownership & Assignment

Field	What it's for
Owners	Everyone who owns the audit, where more than one person can be assigned.
Owner Role	The role an Owner holds.
Owner Roles	The roles of everyone listed as an Owner, where more than one person can be assigned.
Auditee	The person or team being audited.
Additional Auditees	Other people or teams also being audited, where more than one applies.
Lead Auditor	The person leading the audit.
Assignee Role	The role the assignee holds.
Assignee Roles	The roles of everyone assigned, where more than one person can be assigned.

Audit Description & Classification

Field	What it's for
Audit Scope	The scope of what the audit covers.
Type of Report	The type of report this audit produces or is classified as.
Business Objectives	The organisational objective(s) that this audit relates to.
Additional division	The additional division(s) this audit applies to, if it spans more than one.
Parent	The parent audit this record is linked under, for example when this is a follow-up or child audit.
Locked	Whether the audit record is locked from further editing.
Original	Flags whether this is the original version of the audit, as distinct from a re-issued or duplicated one.

Dates & Scheduling

Field	What it's for
Due Date	The date the audit is due to be completed.
Original Due Date	The due date originally set, before any extension.
Closed at	The date and time the record was closed.

Record & System Fields

Field	What it's for
Type	The record type classification, distinguishing this custom type (Audit) within its module.
ID #	The unique identifier number automatically assigned to the record.
Title	The short name or title given to the audit.
Status	The record's current position in its workflow, for example Draft, Open, or Closed.
Register	The register the audit belongs to.
Location	The physical or organisational location the audit relates to.
Created at	The date and time the record was first created.
Updated at	The date and time the record was last updated.
Created by	The user who created the record.
UUID	A unique identifier automatically generated for the record, in addition to the sequential ID #.

5. Common Issues & Troubleshooting

These issues apply to Audit the same way they do to every module. See Core Fields: Overview for the general troubleshooting table and best practices.

Issue	Likely Cause	Solution
An Audit field doesn't appear on a form or Show View	That specific column is switched off for the field in Audit's Core Field Settings	Open Custom Types > Audit > Core Field Settings and switch on the relevant column for that field
A field isn't listed under Audit's Available Fields or Core Field Settings at all	The field has not been enabled for your organisation	Raise a request with Clew support to have the field enabled for Audit

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