Generate audit packs and evidence exports
Use exports at the end of the baseline-to-rollout-to-evidence path so audit packs reflect published policies, rollout proof, and clean evidence.
Summary
- Use exports at the end of the baseline-to-rollout-to-evidence path so audit packs reflect published policies, rollout proof, and clean evidence.
- Use this guide to complete the workflow with audit-ready evidence and ownership.
- If you hit a blocker, run troubleshooting first, then escalate with context.
Steps
1. Confirm the baseline and rollout story first
Before export, verify the four core policies are published, rollout is unlocked, and the relevant team training state is complete enough for the audience receiving the pack.
2. Check evidence status before export
Use only evidence that has reached `CLEAN`. Pending, quarantined, or failed files should not be treated as ready export material.
3. Generate the audit pack last
Export after your published policies, training acknowledgments, and evidence attachments are in place so the package reflects a coherent commercial operating baseline.
Verification
- Export includes published baseline policies rather than draft-only content.
- Referenced evidence is clean and attachable.
- The export reflects the intended audit or governance review scope.
Troubleshooting
The export feels incomplete or inconsistent.
Go back and confirm rollout unlock, evidence scan states, and training completion before regenerating the pack.
Workflow screenshots
Was this article helpful?
Next article
Use regulatory watchdog alerts effectively
Monitor regulatory changes and convert relevant alerts into policy and control actions.
Continue to next guideRelated articles
Monitor regulatory changes and convert relevant alerts into policy and control actions.
6 min read
Understand what `PENDING`, `CLEAN`, `QUARANTINED`, and `FAILED` evidence states mean before attaching or downloading files.
5 min read
Set up your first organization with the plan that matches rollout depth and governance needs.
5 min read