Define and create a certification audit

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • A certification audit is a collection of certification schedules that can be run as a single entity.

    Before you begin

    Role required: admin

    About this task

    Certification audits can be useful when there are multiple certification schedules. After creating a certification audit definition, you can generate a certification audit instance. The certification audit instance is a collection of the certification instances and tasks generated by a single execution of the certification audit definition.

    Procedure

    1. Navigate to All > Data Certification > Audits > Audit Definitions.
    2. Click New.
    3. Fill in the fields (see table).
    4. Right-click the header bar and select Save.
    5. In the Certification Schedules related list, click Edit.
    6. In the Collection list on the left, select one or more schedules and click Add.
    7. Click Save.
    8. In Related Links, click Create Certification Audit Instance.
      The system generates an audit instance based on the certification schedules selected. All audit instances based on this audit definition are listed in the Certification Audit Instances related list.
      Table 1. Defining and Creating a Certification Audit
      Field Description
      Name The name of the audit definition.
      Days to Complete The number of days that task owners have to complete the certification tasks created by this audit definition. Overrides the identical field on the certification schedule.
      Description A short description of the intended audit.