Define and create a certification audit

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

About this task

Certification audits can be useful when multiple certification schedules need to be coordinated. 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 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.