Audit & Exam Management
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Policy Management

Stay audit-ready before the auditor arrives.

Scope audits, generate PBC requests, collect evidence, review submissions, execute tests, capture samples and exceptions, remediate findings, and provide external auditors with controlled access and downloadable audit packages.

PBC Request Queue
12 open
Q3 vendor risk assessments
Submitted
Board-approved IT policy
Approved
Disaster recovery test results
In review
Critical vendor SOC 2 reports
Requested
Auditor package
Download · ZIP

Run every audit from one workspace.

Scope audits and exams, manage status, and reuse audit templates so each engagement starts from a known, repeatable structure instead of a blank page.

  • Scope management

    Define what’s in scope and track status as the engagement moves.

  • Audit templates

    Start from reusable templates for recurring audits and exams.

  • PBC request management

    Track every “provided by client” request from open to approved.

Audit — Q3 IT Exam
In progress
Scope: IT & vendor
12 PBC open
8 submitted
Evidence collected
67%
20 of 30 requests
Fieldwork closes in 12 days
Findings
3 open

From submission to remediated finding.

Collect and review evidence submissions, execute tests, capture samples and exceptions, and remediate findings — with everything connected to the controls and vendors it relates to.

  • Evidence submission & review

    Receive, review, and accept or return evidence in context.

  • Tests, samples & exceptions

    Run tests, record samples, and document exceptions cleanly.

  • Findings & remediation

    Turn findings into assigned remediation tasks with owners and dates.

Give auditors exactly the access they need.

Provide external auditors with controlled access, reports, exports, and downloadable audit packages — then revoke access when the engagement closes.

  • Controlled auditor access

    Grant auditor-safe access scoped to the engagement.

  • Reports, exports & packages

    Generate reports and downloadable audit packages on demand.

  • Access revocation

    Remove external access cleanly when the audit is complete.

Auditor Portal
Access active
External auditor — Mason & Co.
Scoped to Q3 IT Exam
Revoke
Q3 audit package
ZIP · 38 files
Findings report
PDF export
Everything in the module

A complete audit management toolkit.

Audit workspace

Run audits and exams with scope and status in one place.

PBC requests

Track every provided-by-client request to approval.

Evidence review

Receive and review submissions in context.

Tests & exceptions

Execute tests, capture samples, and log exceptions.

Findings & remediation

Turn findings into assigned remediation tasks.

External auditor portal

Controlled access, packages, and clean revocation.

Prepare continuously, not at the last minute.

See how Gracen keeps evidence, requests, and findings organized so audits and exams stop being fire drills.

Up next
Policy Management