Setting Up an Audit Instance

To begin an internal audit, first create an audit instance in Trustero. This allows you to define the scope, timeframe, and compliance framework for your review.

Navigate to the Audits Section:

• Click the Trustero icon in the top left or go to Compliance > Audits from the left navigation bar.
• The Select Compliance View page will appear.

Review Existing Audits:

• If audits are already set up, they will be listed below the Continuous Compliance and Audit buttons.
• Selecting an audit limits visibility to that instance and filters evidence accordingly.

Creating a New Audit:

• Click Add Audit to open the setup modal.
• Select a Compliance Framework (e.g., SOC 2, ISO 27001, PCI DSS).
• Enter an Audit Name (e.g., “2025 - ISO 27001 - Internal Audit”).
• Define the date range (e.g., 3, 6, 9 months, or one year).
• Click Submit to create the audit instance.

With your audit instance created, you're ready to begin validating audit scope and tracking progress.