Complete a store audit

  • Release version: Australia
  • Updated July 7, 2026
  • 1 minute to read

    • As an Auditor, open your assigned Store Audit Case in CSM/FSM Workspace, record observations, complete each Audit Task, then close the Store Audit Case.

    Before you begin

    • A Store Audit Case is assigned to you.
    • Role required: sn_rtl_store_audit.auditor or sn_rtl_store_audit.location_auditor

    About this task

    HQ Auditors fulfil exclusively via CSM/FSM Workspace. Location Auditors can also use Retail Mobile. Close each Audit Task before closing the parent Store Audit Case.

    Procedure

    1. Log in to CSM/FSM Workspace and open your assigned Store Audit Case.
    2. On the Audit tasks tab, open each Audit Task, add your observations in Work notes, complete the questionnaire if one is present, then click Close Complete and confirm.
      The Close Complete button is hidden until any mandatory questionnaire is complete.
    3. Add your case-level observations in the Work notes field.
    4. Once every Audit Task is Closed Complete, return to the Store Audit Case, add observations on the case.
    5. Click Close and click Save.

    Result

    All Audit Tasks are Closed Complete, observations are recorded in the activity stream, and the Store Audit Case is Closed.