PBC Audit List Template

When your next business audit comes around, you want to make sure you have all the required documentation at the ready. Your auditing firm may ask for a PBC (prepared by client) list in order to complete the audit.

A PBC audit list template is the best way you can guarantee nothing is missed. Tick off every item from this checklist so you can simply pass it over to your auditors.

Does your team need a hand with:

Sourcing all documentation?
Assessing the priority of documents?
Tracking document status?

With Wrike’s PBC audit list template, you can:

Store all documents in one place
Categorize documentation by low, medium, and high urgency
Monitor the status of each document as it moves through review stages

Seamless organization

Tired of losing important documents in email threads? This PBC audit list template is your one-stop shop for document storage. Import your files and sort them with our simple folder structure.

Clear prioritization

Is your team unsure of where to start? With Wrike, you can clearly label documents by urgency level and assign tasks to team members to automatically notify them of their responsibilities.

Increased visibility

Fed up waiting for updates? Use the PBC audit list template to track the status of multiple documents at a glance. View regular reports to ensure the audit process is running smoothly.

<p>Tick everything off your audit checklist</p>

Install in existing account

Now you’re ready to start using the PBC audit list template in your Wrike workspace. Simply follow these three steps to kick-start the process.

Step 1: Personalize your folder structure

From your Wrike homepage, enter the “PBC Audit” space. You will see a folder on the left-hand side called “PBC Audit Document Template.”

Click on this folder for a sample checklist of all the necessary documents for your audit. Duplicate this template and edit it to suit your team’s requirements.

Step 2: Compile your required documents

Now you can start uploading your documents. Update the checkbox column once each one is uploaded. Customize your workflow to reflect various stages of progress (e.g. New, Approved, Under Review, etc.)

Use the custom fields to categorize your documents based on urgency: Low, Medium, or High. Head over to your pre-built calendar for a color-coded view of these priorities.

Step 3: Monitor document status

Each document status is represented as a separate widget in the pre-built dashboard. Track each one to spot any invalid documents, ensure required updates are made, and confirm approvals.

Switch to the ready-made report for additional details, such as priority level and due date.

So much more than a checklist

So, you’ve compiled your PBC audit list and sent everything off for review. What now? It’s time to explore what else Wrike has to offer.

Our online collaboration platform has dozens of features to help you master every aspect of project management, from kickoff to completion. These include:

Wrike’s versatile software can be tailored to suit your team’s unique working style. Take a tour of our powerful platform today and find out how it can work for you.

<p>Deliver your PBC audit list on time</p>

Install in existing account

What does the PBC audit list template do?

This template helps clients prepare the checklist of documents required by their auditing firm. They can use it to store, categorize, and monitor this documentation before sending it to the auditors.

What’s included in this template?

Wrike’s PBC audit list template includes a pre-built dashboard, report, calendar, and workflow to help you monitor document status, urgency, and due dates. It also includes custom fields and a sample folder structure.

How do I access the PBC audit list template?

All you need to do is enter your business email to get started. Don’t have a Wrike subscription? Sign up for your free two-week trial today.

How do I set up the template if I’m an existing user?

You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.

Click the ‘+’ button in the upper-right corner of your workspace.
Select ‘Space’.
On the page that opens, hover over the use case you want and click ‘Preview’. You can use the search bar above the list to look for the required template.
Now, you can see more information about the use case. Click ‘Select’ to create a space.

You can add this template to an existing space.

Are there any prerequisites to install the template?

Yes, there are.

To use this template, you need to have at least the Business plan or up. Check our plans here.
This template is available only to account owners. Check your role in your account.
To use this template, you need the following features available in your account: calendars, dashboards, folders, reports, tasks, workflows.
This template is available in English only.

Why can’t I find this template in my account?

Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the template, feel free to reach out to the Wrike support team.

PBC Audit List Template

Prepare your team for every audit

Why you need this PBC audit list template

Seamless organization

Clear prioritization

Increased visibility

Tick everything off your audit checklist

How to use the PBC audit list template in Wrike

So much more than a checklist

Resources for clients

How Moneytree Uses Wrike for Financial Services

5 Things Service Teams Can’t Hide From Clients

A Guide to Project Management Audits

Deliver your PBC audit list on time

FAQ

How to install this template in your account

Subscribe to Wrike news and updates