Build an audit pack
Assemble a PDF or evidence ZIP for the selected audit dataset and filters.
Before you start
Compliance View opens the workspace; Create is used for new intake, Edit for review/approval and Delete for deletion. Each action also validates its record.
Follow these steps
- Go to Audit Pack Builder.
- Select the supported dataset and filters.
- Preview the records included.
- Generate the audit-pack PDF or evidence ZIP.
- Check the artifact log and chain-of-custody entry.
Fields, rules and limits
- The Audit Export Engine on the Legal & Audit workspaces offers Compliance Type, Status, Date From and Date To, followed by Apply. Its actions are Export Register CSV, Export Audit Pack PDF and Export Evidence ZIP. The ZIP includes the register, summary and available stored evidence; absent source files cannot be invented by export.
Check it worked
The linked entity, saved state, dates and evidence match the intended task.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
Does a parsed document count as approved?
No. Parsing supplies suggested values. A reviewer must verify the linked entity, evidence and required fields, then use the separate approval action.
Is the generated PDF the original certificate?
No. The system PDF reflects the saved compliance record or notification. Open the original source evidence separately when checking the document supplied.