Create a new audit, ready to receive samples.
Goal
Create a new audit in the active workspace, ready to receive samples and findings.
Preconditions
- You are signed in.
- You are a Member or higher in the workspace the audit should live in.
- The workspace has not reached its active-audit limit, nor its audits-per-year limit.
Steps
The creation form has three steps: audit information, items to audit, then review.
- Click New Audit in the navigation.
- Enter a name (the service or product being audited) and optionally a description carrying the scope notes.
- Enter the website or target, and pick the workspace the audit belongs to.
- Pick the accessibility guideline and its version: RAWeb, RGAA, WCAG, RAAM for mobile applications, RAPDF for PDF documents, or one of the workspace's custom guidelines. See methodology / referentials overview.
- Pick the scope: full website, web artifact, PDF document, mobile app, or custom.
- Pick the coverage. Full checks every criterion. RGAA also offers a quick audit and a complementary audit, RAWeb offers the simplified control. A reduced coverage is a fast non-conformity check and cannot back a conformance statement.
- Pick the evaluation method: manual, automated, or hybrid. Most audits are hybrid, and this ends up in the accessibility statement.
- Optionally set the priority, the due date, the language of the evaluation, and the country and responsible body used later by the statement.
- Add the first items to audit, or skip and add samples later. See product / samples.
- Review and click to create.
Audits can be organised into folders from My Audits at any time afterwards.
Verify success
- The audit appears in the workspace's audit list.
- The chosen guideline and coverage are displayed in the audit header.
- Its Samples, Versions, Reports and Statements tabs open.
Common pitfalls
- Picking a reduced coverage for work that has to end in a statement. Coverage can be widened later but never narrowed, so when in doubt start full.
- Forgetting to set scope notes. Scope is easy to forget upfront and expensive to reconstruct later.
- Creating audits in a personal workspace when the work is collaborative. Personal workspaces have one member only.
Related
- product / samples, product / journeys - what to add next.
- methodology / audit process - the full audit process.
- methodology / referentials overview - which referential to pick.