Check readiness
Review overdue work, missing evidence and open document-control workflow before sharing.
Audit pack guide
Prepare a focused pack for reviews, advisers and auditors.
Audit packs bring together selected tasks, evidence, controlled documents and management-system records. They support review conversations; they do not certify the organisation or guarantee compliance.
Recommended flow
Choose the format
Use PDF for a concise summary and XLSX when someone needs to filter or sample records.
Share carefully
Use time-limited auditor access only when a reviewer needs to inspect the live pack directly.
Tidy after feedback
Turn review comments into tasks, evidence updates, document changes or management-system actions.
What an audit pack is for
The pack is a structured way to discuss the current position.
- Use it before management reviews, adviser check-ins, internal audits or external review preparation.
- Open the source records before export if the checklist shows avoidable gaps.
- Use the pack to identify next actions rather than treating it as a final compliance judgement.
- Time-limited access should be revoked when the review is finished.
Before sharing externally
Check sensitive and incomplete records before anyone outside the workspace sees them.
- Confirm evidence filenames and notes are clear enough for the recipient.
- Check that private or unnecessary files are not linked to the pack by mistake.
- Make sure open actions have owners and due dates where possible.
- Use PDF for read-only sharing and XLSX for detailed review work.
Related guides
Important boundary
Obligary supports organisation and evidence. It does not replace professional judgement.
Use Obligary to manage tasks, owners, reminders, documents, evidence and reports. Your organisation remains responsible for deciding what applies and taking legal, regulatory or certification advice where needed.