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 inside the workspace where the audit should live.
• Your role is Member or higher.
• The workspace has not reached its max_audits limit (visible in workspace settings).

Steps

1. Click New audit in the sidebar (or + Create > Audit, depending on UI variant).
2. Enter a name (the service or product being audited).
3. Optionally enter a description (scope notes, target audience).
4. Pick a referential: WCAG 2.2, RGAA 4.1, RAWeb 1.1, or another available option.
5. Pick a conformance level: A, AA, or AAA. AA is the default for most audits. See methodology / referentials overview.
6. Optionally place the audit in a folder. See /docs/audit-folders.md.
7. Click Create.

Verify success

• The audit appears in the workspace's audit list.
• Opening the audit shows empty Samples, Findings, Statement, and Report tabs.
• The chosen referential and level are displayed in the audit header.

Common pitfalls

• Picking AAA by default. AAA is rarely the right level. Most regulations require AA. Confirm with the audit commissioner.
• 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.