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Trades & Construction

Audit Preparation for Trades & Construction

Prepares the organization for internal or external audits by gathering documentation, coordinating resources, and managing the audit process.

Trigger: Audit is scheduled or audit notification is received
Total: 20-40 business days
6 stages
Compliance Note

Compliant with Safe Work Australia requirements, state WHS legislation, and Building Code of Australia (NCC) documentation standards.

Workflow Stages

1

Audit Planning and Scoping

Meet with auditors to understand the audit scope, timeline, and documentation requirements.

Inputs

  • Audit notification letter
  • Prior audit reports
  • Audit scope discussion notes

Outputs

  • Audit plan and timeline
  • Documentation request list
  • Internal team assignments
Finance Director
2-3 days
2

Job card Gathering

Collect and organize all requested documentation from across the organization.

Inputs

  • Documentation request list
  • Crew contact list
  • Job card management system access

Outputs

  • Organized job card package
  • Missing job card follow-up list
  • Job card index provided to auditors
Senior Accountant
5-10 days
3

Pre-Audit Self-Review

Conduct an internal review to identify and address potential issues before the auditors begin.

Inputs

  • Gathered documents
  • Prior audit findings
  • Self-review checklist

Outputs

  • Self-review findings
  • Corrective actions taken
  • Briefing job card for auditors
Finance Manager
3-5 days

Decision Points

  • Are there issues that should be proactively disclosed?
4

Audit Fieldwork Support

Support the auditors during their fieldwork by providing information, answering questions, and facilitating access.

Inputs

  • Auditor information requests
  • System access provisions
  • Interview schedule

Outputs

  • Requests fulfilled promptly
  • Interview notes documented
  • Additional job card requests tracked
Senior Accountant
5-15 days
5

Findings Response

Review audit findings, prepare management responses, and develop corrective action plans.

Inputs

  • Draft audit findings
  • Evidence for management responses
  • Corrective action plan template

Outputs

  • Management responses submitted
  • Corrective action plans documented
  • Timeline for remediation agreed
Finance Director
5-7 days

Decision Points

  • Are there findings that require immediate action?
6

Audit Closure

Review the final audit report, acknowledge findings, and begin implementing corrective actions.

Inputs

  • Final audit report
  • Management response confirmations
  • Corrective action plans

Outputs

  • Audit report acknowledged
  • Corrective actions initiated
  • Lessons learned documented
Finance Director
2-3 days

Frequently Asked Questions

What if auditors find a significant issue?

Significant findings are escalated to executive leadership immediately. A corrective action plan with timeline is developed and progress is tracked until resolution.

Who interacts with the auditors?

A designated audit liaison coordinates all auditor requests. Direct communication with crew staff is facilitated through the liaison to ensure consistency and completeness.

How often are audits conducted?

External financial audits are conducted annually. Internal audits follow a risk-based schedule and may cover different areas each quarter.

Ready to implement this workflow in your business?

Our team can implement this workflow into your business operations with custom tools and training.