Accessing the Requests Feature
- Navigate to Compliance > Audits from the left navigation bar.
- Select the relevant audit.
- Inside the audit view, the Requests section will appear in the left menu.
- A briefcase icon in the top Trustero logo confirms you're inside an audit.
Adding and Reviewing Requests
Auditors can submit requests in two ways:
- Add Manually – Input individual documents or clarification requests.
- Upload a Spreadsheet – Bulk upload multiple requests at once.
Note: All requests must be linked to a control. It’s your responsibility to verify control linkage and correct any misalignment.
Auditors should also assign due dates for timely tracking and accountability.
Assigning Request Owners
- Assign internal owners (PMs, department leads, or control owners) to each request.
- Make sure internal teams know where to find and respond to requests.
Responding to Requests
- Open a request and upload supporting documents under the Evidence tab.
- Use the Controls tab to verify or adjust control linkage.
- Leave a comment in the following format: Example: [Request Response]: Jane Smith – Mar 10, 2025
- Change the request status from Open to Ready when your response is complete.
Notifying the Auditor
Trustero sends automated alerts, but we recommend direct communication to keep the project on track. Confirm when all requests have been addressed using the agreed-upon method (e.g., email or meeting).