How CheckFox structures audits and what users can do with them.

What an audit is

An audit is one assessment of a digital service against one referential at one conformance level. It groups samples, criteria, findings, journeys, an accessibility statement, and a report.

Lifecycle

Created — name, description, referential, level chosen.
Samples added — pages or screens to evaluate.
Criteria evaluated — each applicable criterion is reviewed on each sample.
Findings recorded — verdicts, problem descriptions, fix suggestions, screenshots.
Statement generated — accessibility statement built from findings.
Report exported — final deliverable.

An audit can be reopened, re-audited, or archived after completion.

Audit settings

Name and description
Referential (WCAG 2.2 / RGAA 4.1 / RAWeb 1.1 / others). See methodology / referentials overview.
Report language. See procedures / export a report.
Accessibility Statement information: Country and Responsible body, used for generating your statement accurately. See procedures / create a statement
Project management: Urgency level, due date, ticketing tool.

Audit folders

Audits can be organized into folders within a workspace. Useful when an agency or in-house team is auditing multiple clients or product lines.

In My Audits, create a folder: The New Folder button in My Audits view.

Set up your folder: New folder modal to pick name, description, a color, and an icon among thousands available.

And you get your browsable folder: The new folder card created.

Audit versioning

Available on the Enterprise plan. Lets the auditor snapshot an audit at a point in time and continue iterating without losing the snapshot's state. Useful for re-audits.

In an audit, next to the samples tab, the tab named "Versions" allows to create new audit versions, and to see affiliation.

Adding a version is like duplicating an audit, but gives it a direct affiliation link.

Where it lives in the UI

Sidebar > My Audits — list view.
Audit page tabs: Samples, Versions, Report.
Audit settings accessible from the audit's overflow menu.

Possible actions with audit

Duplicate audits

It copies all the content of an audit including: findings, notes, images references.

The action popover open over an audit card when clicking the 3 dots icon "more actions", in the My Audits section. The popover show, among other options, the "Duplicate" action.

Move or Copy an audit

Moves or Copy (duplicate) the audit to a different workspace or folder of your choice, where you are owner or moderator.

Step 1 of the Move or Copy action. The action popover open over an audit card when clicking the 3 dots icon "more actions", in the My Audits section. The popover show, among other options, the "Move or copy" action. Step 2 of Move or Copy Audit action. The popup opening after hitting the Move or Copy command. Pick Copy or Move, select a workspace, and if a folder exists select a folder, or create it on the fly.

Limits

Plan-dependent: maximum number of active audits and maximum number of samples per audit. See plans and roles.

samples, findings, journeys, statements, reports.