Do the organizing before the request
An inspection request can expose scattered files and unresolved documentation questions. Searching for records under pressure adds work at the wrong time.
Preparation begins with an orderly engagement process. Keep tasks, supporting files, review notes and sign-offs connected while the work is active.
Check the archive handoff
Before archiving, use your firm’s completion checklist. Confirm the required work and supporting records are present. Address unresolved review notes through the proper process.
Make the engagement period and relevant references easy to follow. Follow the firm’s policies and applicable professional requirements for completion and retention. A workspace supports these processes but does not determine compliance.
Plan what an inspector can see
Controlled sharing should start with the purpose and scope of the request. Identify the engagement and records to be shared. Confirm the appropriate viewing period and access route.
Provide access instructions clearly. If a password is sent separately, keep that step intentional. Confirm the recipient and scope before sharing any client material.
Test the viewing experience
Ask whether the shared work can be followed from an engagement to a task and its supporting file. Check the access settings and expiration arrangement.
OLi Audit offers password-protected, limited viewing access for archived audit engagements. Use the inspection view in your demo to understand the shared record and available controls. Confirm the setup against your firm’s requirements.
Your next step
Review your archive checklist and sharing procedure together. Identify who authorizes access, who prepares the shared view and who confirms the viewing period. Clear ownership makes the response easier to manage.
Quick answers
Does inspection-ready software guarantee a compliant audit?+
No. Professional judgment and compliance remain the firm’s responsibility.
What should be decided before sharing an archive?+
Confirm the recipient, purpose, scope, access method and viewing period.
Original practical guidance prepared for OLi with AI assistance. It focuses on workflow and product evaluation. It does not replace your organization’s policies or professional advice.
