--- title: Managing Audits and Assessments description: Managing Audits and Assessments --- [Skip to content](https://support.worldly.io/hc/en-us/articles/48846364780827-managing-audits-and-assessments#main-content) English Show submenu for translations [Submit a request](https://support.worldly.io/kb-tickets/new?hsLang=en) [![Worldly logo](https://support.worldly.io/hs-fs/hubfs/Worldly%20Media%20Kit/Worldly%20Logos/Worldly_LogoTM_Red.png?width=250&height=61&name=Worldly_LogoTM_Red.png)](https://www.worldly.io/) Open main navigation Close main navigation - English Show submenu for translations - [Submit a request](https://support.worldly.io/kb-tickets/new) How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.worldly.io/?hsLang=en) 2. [Compliance Management](https://support.worldly.io/compliance-management?hsLang=en) 3. [Supply Chain](https://support.worldly.io/compliance-management?hsLang=en#supply-chain) # Managing Audits and Assessments **Table of Contents** - [**Navigation**](https://support.worldly.io/hc/en-us/articles/48846364780827-managing-audits-and-assessments#h_01KNN80BHF6YVT0WF8X71YGH33) - [**Factory List or Organization List**](https://support.worldly.io/hc/en-us/articles/48846364780827-managing-audits-and-assessments#h_01KNN80BHGVYQHKD2MC10AM80N) - [**Favorite Accounts**](https://support.worldly.io/hc/en-us/articles/48846364780827-managing-audits-and-assessments#h_01KNN80BHJDE08PGGMM255KHGY) - [**Assessment Related**](https://support.worldly.io/hc/en-us/articles/48846364780827-managing-audits-and-assessments#h_01KNN80BHPF9SHD931WBHZQ9MK) - [**Choose Assessment**](https://support.worldly.io/hc/en-us/articles/48846364780827-managing-audits-and-assessments#h_01KNN80BHSX9BA3QEWJX0P0NCQ) - [**Management Tools for Audits and Assessments**](https://support.worldly.io/hc/en-us/articles/48846364780827-managing-audits-and-assessments#h_01KNN80BHZ60EC32SZEQH1BQMV) - [**Creating an Audit or Assessment**](https://support.worldly.io/hc/en-us/articles/48846364780827-managing-audits-and-assessments#h_01KNN80BJ17NZQTQCQVQTT586P) - [**Manual Entry**](https://support.worldly.io/hc/en-us/articles/48846364780827-managing-audits-and-assessments#h_01KNN80BJ4N79ZWPQ4M94NBRK9) - [**Upload PDF Report**](https://support.worldly.io/hc/en-us/articles/48846364780827-managing-audits-and-assessments#h_01KNN80BJ5ZC039AJ3KFAYETQV) - [**Editing an Audit or Assessment**](https://support.worldly.io/hc/en-us/articles/48846364780827-managing-audits-and-assessments#h_01KNN80BJ7YQ5GG45213YK6QC0)   ## Navigation You can navigate to a factory or organization’s account page to view related audits and assessments from: - The Factory List or Organization List - Favorite Accounts   ### Factory List or Organization List 1. Navigate to **Supply Chain** from the left-hand navigation menu and select **Factory List** or **Organization List.** ![48846364764443.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364764443.png?width=437&height=326&name=48846364764443.png) 2. Search for the factory or organization related to the audit or assessment. [Click here](https://support.worldly.io/hc/en-us/articles/48874723889179?hsLang=en) to learn how to search for a factory or organization. 3. This reveals the Factory account page. **![48846364764699.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364764699.png?width=624&height=239&name=48846364764699.png)** 4. On the account page, select the **Assessment Related** tab. ![48846357158427.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357158427.png?width=559&height=390&name=48846357158427.png)   ### Favorite Accounts If you have the account tagged as a favorite, you can also navigate to an account page by: 1. Selecting the **Dashboard** from the left-hand navigation menu. ![48846364765339.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364765339.png?width=177&height=235&name=48846364765339.png) 2. Under **Favorite Accounts**, select the account. ![48846357159579.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357159579.png?width=624&height=187&name=48846357159579.png) 3. This reveals the Factory account page. **![48846364764699.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364764699.png?width=624&height=239&name=48846364764699.png)** 4. On the account page, select the **Assessment Related** tab and find the assessment from the **View Recent Assessments** table. ![48846357159707.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357159707.png?width=624&height=377&name=48846357159707.png)   ## Assessment Related There are two sections on the **Assessment Related** tab:  ![48846364767515.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364767515.png?width=624&height=459&name=48846364767515.png) 1. **View Recent Assessments ** 2. **Requests and Scheduled Visits:** This section is related to using the **Calendar.** Click here to learn more about the Calendar. The **View Recent Assessments** section lists recent audits and assessments. ![48846364767643.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364767643.png?width=624&height=328&name=48846364767643.png) 1. Search the table using the search bar. 2. Sort the records using the arrows. 3. Expand the number of records listed. 4. Click on this button to reveal the **Choose Assessment** window.   ## Choose Assessment There are two tabs on this window: **Available Assessment** and **Assessment Timeline**. ![48846364768027.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364768027.png?width=575&height=369&name=48846364768027.png) In addition, use the following buttons to view and edit information related to audits and assessments. These are related to viewing assessments and findings and discussed in more detail in the [Assessment articles](https://support.worldly.io/hc/en-us/sections/48837307268251-Assessments?hsLang=en). ![48846357164315.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357164315.png?width=624&height=115&name=48846357164315.png) 1. Create Collaboration Cap 2. CAP Tracking Chart 3. Edit All Open Issues 4. View All Findings 5. Print/Save 6. Create New Assessment **Available Assessment** To conduct a search of records listed on the **Available Assessment** tab: ![48846357164571.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357164571.png?width=624&height=393&name=48846357164571.png) 1. Filter the records using the four filters under **Custom Search** 2. Search using the freeform text field 3. Sort the records using the arrows 4. Expand the number of records listed **Assessment Timeline** On the **Assessment Timeline** tab, audit and assessment records are listed by year and month. To conduct a search of records listed on the **Assessment Timeline** tab: ![48846357164827.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357164827.png?width=624&height=313&name=48846357164827.png) 1. Select the **Assessment Timeline** tab. 2. On the **Questionnaire** dropdown menu, select the type of audit or assessment. 3. Select the year and month.   ## Management Tools for Audits and Assessments There are several audit and assessment management tools available on the **Choose Assessment** page: ![48846357167643.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357167643.png?width=624&height=375&name=48846357167643.png) 1. **Questionnaire Alarm/Ready:** Used to turn alerts **On** and **Off.** When the setting is **On** the assigned login user(s) will receive alerts ![48846364770075.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364770075.png?width=26&height=44&name=48846364770075.png) 2. **Assessment Status:** Used to set the status of the audit or assessment to **Complete** or **Incomplete** 3. **Edit:** Used to edit audit or assessment information 4. **Active/Inactive**: Used to set the status of the audit or assessment as **Active** or **Inactive** 5. **Assessment Access Control:** Used to assign read/write or no access to accounts   ## Creating an Audit or Assessment Create a new audit or assessment on either the **Factory Information** or **Choose Assessment** pages. ![48846357174299.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357174299.png?width=604&height=328&name=48846357174299.png) ![48846357174939.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357174939.png?width=604&height=188&name=48846357174939.png) To create a new audit or assessment: 1. Click the plus symbol 2. Choose how you want to create the new audit or assessment by selecting **Manual Entry** or **Upload PDF Report** - **Note:** A brand can edit these options in the security role permissions by going to the **Permission Setting** tab and clicking on the **Audits category.** - The other options are **Duplicate Assessment** or **Create Assessment \[Create Assessment from CAP\]**   ### Manual Entry After you’ve selected **Manual Entry**, enter data in these fields.  ![48846364770843.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364770843.png?width=588&height=329&name=48846364770843.png) Fields with an asterisk are required: 1. **Due Date\*:** Enter in the assessment due date 2. **Questionnaire Name\*:** Select the relevant questionnaire 3. **Select Auditor\*:** Select the auditor responsible for this assessment 4. **Assessment Purpose:** Select the assessment’s purpose 5. **Assessment Description:** Enter in the assessment’s description 6. Click **Create** once you’ve entered all relevant information.   ### Upload PDF Report After you’ve selected **Upload PDF Report**, the **PDF Upload Configuration** window appears. ![48846357176987.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357176987.png?width=515&height=409&name=48846357176987.png) Fields with an asterisk are required: 1. **Type\*:** Select the relevant questionnaire 2. **Due Date\*:** Enter in the assessment due date 3. **Upload PDF Audit\*:** Drag and drop the file into the window. You can also browse for the file. Only PDF files can be uploaded. 4. Select **Scan & Detect Findings**.   ## Editing an Audit or Assessment Audits and assessments can be edited in several locations on the platform: On the **View Recent Assessments** tab: 1. Navigate to **Supply Chain** and select **Factory List** or **Organization List** from the navigation menu**. ** ![48846364764443.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364764443.png?width=437&name=48846364764443.png) 2. Search and select for the factory or organization. [Click here](https://support.worldly.io/hc/en-us/articles/48874723889179?hsLang=en) to learn how to search for a factory or organization. 3. On the account page, select **Assessment Related.** ![48846357158427.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357158427.png?width=559&height=390&name=48846357158427.png) 4. Under the **View Recent Assessments** tab, select the edit icon by scrolling to the right. ![48846364771099.gif](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364771099.gif?width=674&height=286&name=48846364771099.gif) 1. **Note:** If you do not see the Edit button expand the work space by clicking on the Hide Navigation button at the top of the page. On the **Available Assessment** tab: 1. Navigate to **Assessments** and select **Choose Assessment** from the navigation menu. ![48846357177499.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357177499.png?width=176&height=94&name=48846357177499.png) 2. Under the **Available Assessment** tab, select the edit icon in the **Action** column. ![48846357178011.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357178011.png?width=515&height=323&name=48846357178011.png) On the **Assessment Timeline** tab, select the record ID.![48846357178267.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357178267.png?width=624&height=275&name=48846357178267.png) All three of these pathways lead to the **All Findings** page, where you can view the **Assessment General Information** tab and the **Findings Page** tab. On the **Assessment General Information** tab, there are five editing options: 1. General Information ![48846364773787.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364773787.png?width=624&height=432&name=48846364773787.png) 2. Custom Data Fields ![48846364774427.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364774427.png?width=624&height=464&name=48846364774427.png) 3. Import History ![48846357179803.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357179803.png?width=497&height=230&name=48846357179803.png) 4. Upload Files and Photos ![48846357180443.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846357180443.png?width=494&height=230&name=48846357180443.png) 5. Offline Alternative ![48846364776091.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364776091.png?width=496&height=158&name=48846364776091.png) On the **Findings Page** you can: ![48846364776347.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846364776347.png?width=624&height=279&name=48846364776347.png) 1. Use **Print to PDF** 2. Use **Edit Findings** 3. Use the search bar and filters to find an audit or assessment 4. Click on a findings record [![Worldly logo](https://support.worldly.io/hs-fs/hubfs/Worldly%20Media%20Kit/Worldly%20Logos/Worldly_LogoTM_Red.png?width=120&height=30&name=Worldly_LogoTM_Red.png "Worldly logo")](https://www.worldly.io) © 2026 Worldly. All Rights Reserved [Terms of use](https://worldly.io/terms-of-use/)  |  [DPA](https://worldly.io/data-privacy-addendum/)  |  [Privacy Policy](https://worldly.io/privacy-policy/)  |  [Cookie notice](https://worldly.io/cookie-notice/)