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Mitratech Success Center

How to Create a Custom Audit Note

This shows how a user can create a custom audit note.

Goal

One important aspect of I-9 best practices is for an employer to conduct an internal audit of their Forms I-9 to discern if they have any identifiable compliance issues. If a compliance issue exists, the employer should remediate the issues whenever possible and append an audit note to the Form I-9 explaining the issue and any corrective action taken.

A custom audit note can be created at any time for any I-9 record. There are no limits to the number of custom audit notes that can be added to an I-9 Record. Custom Audit Notes can be useful when conducting an Internal Audit, or when it is necessary to annotate why a change was made to a record. Custom audit notes can be useful when conducting an internal audit, or when it is necessary to annotate why a change was made to a record.

Advanced users can view, create, edit, and delete audit notes. Intermediate users can view and create audit notes. Basic users can only view audit notes.

Steps

  1. Search for the employee and jump into the Form I-9 tab.
  2. Go to the Summary tab within the I-9.

AuditNote.jpg

  1. Click the "Create Custom Audit Note" button.

CustomAuditNote.jpg

  1. Select the correct Audit Batch from the dropdown list or accept the default selection.
  2. Select an audit result radio button, either "Audited Without Correction" or "Audited Correction Needed".
    1. Select "Audited Without Correction" if no changes were made to the Form I-9.
    2. Select "Audited Correction Needed" if changes are needed to one or more Form I-9 fields.
  3. If "Audited Correction Needed" was selected and the corrections have been made, click the “Check if Corrected” check box.
  4. Enter an Internal Note that describe the action taken or circumstances surrounding the audit. These notes appear on the Audit Batch report and can be used to explain why a Form I-9 had issues and the steps taken to address those issues.
  5. Click the Save button. Note that clicking Cancel will navigate the user back to the Summary tab without making any changes.
  6. Once an audit note is saved, it will appear in the View Existing Audit Notes table. Click the View link in the Action column to display the existing audit note.

ExistingAuditNote.jpg

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