---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create and manage a safety audit

# Create and manage a safety audit {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 min. de leitura

Create a safety audit for a process or regulation with formalized assessment criteria, and record the information collected at each stage---before, during, and after the audit.

## Antes de Iniciar

Role required: sn_hs_rm.safety_audit_manager or sn_hs_rm.safety_audit_writer

## Por Que e Quando Desempenhar Esta Tarefa

You can also set up an audit schedule to generate recurring safety audits. For more information, see [Set up a safety audit schedule](https://servicenow-prod.fluidtopics.net/hSQ36BOJbRz2TktSXV2epQ "Create an audit schedule and define the top-level audit details and the recurrence, for example, monthly or bi-monthly.").

## Procedimento

1. Navigate to WorkspacesHealth and Safety Workspace.
2. Select the risk management icon (![Risk assessment icon]()).
3. Select the Audits list and then All.
4. Select New and then select an audit creation method.

   | Option | Steps |
   | Add to audit schedule | Select this option to create this audit as part of an existing audit schedule. 1. In the Audit schedule field, select the audit schedule to add this audit record to. 2. Select Create. {#hs-create-manage-safety-audit-workspace__ol_z41_1x3_l3c} |
   | Standalone audit | Select this option to create an independent audit. 1. In the Regulatory audit field, indicate the audit's regulatory status. 2. Enter short description and audit goals. 3. Select Create. {#hs-create-manage-safety-audit-workspace__ol_ajz_5x3_l3c} |
   |-|-|

   {#hs-create-manage-safety-audit-workspace__choicetable_ll2_jw3_l3c}  
   The Overview, Details, Objectives, People involved, Documents, Audit questionnaires, Findings, Risk assessments, Audit actions, Audit schedule, Approvers, and Results tabs appear for this audit.
5. In the Details tab, fill in the fields.  
   Enter details such as the audit scope, its goals, regulation for the audit, and a start and end date.

   For information on audit field descriptions, see [Audit schedule form](https://servicenow-prod.fluidtopics.net/ywksrb0kf_v4MvM3KzMnEQ "The safety audit manager can use the audit schedule form to set up a recurring workplace safety audit.").
6. In the People involved tab, add people involved in this audit and their responsibilities.  
   For more information, see [Add people involved in a safety audit](https://servicenow-prod.fluidtopics.net/ZtdefezCwRDCbm8Vez5Fug "Add people involved to record all participants in a safety audit — their roles, responsibilities, and the objectives and actions assigned to them.").
7. In the Objectives tab, define the audit objectives, the criteria used as benchmarks, and the items to be reviewed for this audit.  
   * For more information, see [Define an objective for a safety audit](https://servicenow-prod.fluidtopics.net/qwKlsJrR7CCritSsdqV0Tw "Define an objective to add detailed goal and scope of the safety audit. You can create as many objectives as the audit requires.").
   * Alternatively, if you have a previous audit with a similar scope, select Import scope to pre-populate these sections rather than entering them manually. For more information, see [Import scope from an existing safety audit](https://servicenow-prod.fluidtopics.net/viIdeSfXR9wYYgdaFnlsjw "Import scope to copy the audit details, people involved, and objectives (including criteria and items for review) from an existing audit.").
   {#hs-create-manage-safety-audit-workspace__ul_rwr_b1j_l3c}
8. In the Documents tab, add standards and documents used to benchmark findings.
   * Select Add to add an existing document from Health and Safety document library.
   * Select New to upload a new document. For field descriptions, see [Health and Safety document version form](https://servicenow-prod.fluidtopics.net/Ds~LaWDTqQlhu6OZOS2kxQ "Safety team such as safety agent and contractor coordinator can use the Health and Safety document version form to add or modify a safety-related document.").
   {#hs-create-manage-safety-audit-workspace__choices_hqg_wvn_2dc}
9. In the Audit questionnaires tab, add and assign smart assessments or surveys to be conducted as part of this audit.  
   If the audit is part of an audit schedule with an associated audit questionnaire, that questionnaire is automatically added to the audit record. For information on audit questionnaire field descriptions, see [Audit questionnaire form](https://servicenow-prod.fluidtopics.net/Ns1NaE4EgivWdvnMCI~XIQ "The safety audit manager can use the audit questionnaire form to assign a smart assessment or survey to be conducted as part of a safety audit.").  
   * The assigned user receives a notification to complete the smart assessment or survey.
   * A smart assessment can be completed in the mobile app. For more information, see [Complete a smart assessment from mobile](https://servicenow-prod.fluidtopics.net/4RpLa9IettVpOTg9srSRwQ "Use the Mobile Agent app to complete a smart assessment questionnaire for Health and Safety inspection or audit as an agent.").
   * A survey can be completed either through the Employee Center or on the mobile app. For more information, see [Complete a survey from the Employee Center](https://servicenow-prod.fluidtopics.net/UBLZoK95KxBkPUmIF4ZSEw "Complete a safety inspection or audit survey assigned to you through the Employee Center.").
   {#hs-create-manage-safety-audit-workspace__ul_kyp_4ff_yhc}
10. Conduct the audit and gather evidence as part of the audit, for example, document assessments, interviews, and observations.
    1. In the Audit questionnaires tab, review the the smart assessment or survey responses that are submitted by the assigned user.  
       When completed, the assessment results are available in the Audit questionnaire results tab.
    2. In the Findings tab, record findings for audit's items for review.  
       For more information, see [Add a finding for a review item in a safety audit](https://servicenow-prod.fluidtopics.net/X09fBKJej2Sku7aJLd0cog "Record a finding for a review item during an audit and perform a root cause analysis (RCA) for it.").  
       Nota:  
       Safety auditors can also create actions and findings for specific questions while completing a smart assessment in the mobile app. When an agent creates an action for a question, the system also generates a related finding record based on the response. The finding then appears in this tab in the workspace. For more information, see [Create actions and findings for the smart assessment questionnaire from mobile app](https://servicenow-prod.fluidtopics.net/XMakYdcBcnGr7AzS1_cwHQ "You can create actions or findings for every question in the smart assessment questionnaire. For example, to report a hazard observed while completing the smart assessment questionnaire.").
    3. In the Risk assessments tab, select New to conduct a risk assessment as part of this audit.  
       * Alternatively, select Add to associate an existing risk assessment to the audit record.
       * For more information, see [Conduct a safety risk assessment](https://servicenow-prod.fluidtopics.net/aeyMnd8h1LrzRRtB0aJIbw "Conduct a safety risk assessment to identify and manage potential hazards and risks, and to ensure the safety of your employees and the public.").
       {#hs-create-manage-safety-audit-workspace__ul_mmj_pph_cfc}
    4. In the Audit actions tab, create and assign any actions based on findings and recommendations.  
       For more information, see [Add an action for a safety audit](https://servicenow-prod.fluidtopics.net/XJ6yXmzcgSYmzeKwso6N4g "Add an action for each finding to address any issues or implement measures necessary to improve workplace safety. You can add multiple actions for an inspection or audit finding.").  
       Nota:  
       Any actions created for specific questions while completing the smart assessment or survey in the Employee Center or mobile app also appear in this tab.
    {#hs-create-manage-safety-audit-workspace__substeps_klz_3d4_2dc}
11. **Opcional:** If needed, complete the audit surveys directly from the audit record in the workspace.
    1. Open the assessment to be completed.  
       * For a smart assessment, select Open audit smart assessment.  
         Nota:  
         Only a user with the Assessment reader role can access and complete this smart assessment. This role is set during the smart assessment template configuration. For more information, see [Configure the smart assessment template for safety inspections and audits](https://servicenow-prod.fluidtopics.net/ItJEkdyiNfmS0buWZ1kd5w "You can create smart assessment templates and add instructions, questions, and reference information by using the template designer in the Smart Assessment Engine application.").
       * For an inspection survey, select Open audit survey.
       {#hs-create-manage-safety-audit-workspace__ul_fmk_qd1_yhc}
    2. Answer the survey questions and select Submit.
    3. In the State field, select Closed Complete to close the audit survey.
    {#hs-create-manage-safety-audit-workspace__substeps_ax4_g14_2dc}
12. In the Overview tab, review the audit progress and metrics.  
    For more information, see [Monitor safety audit progress and outcomes at a glance](https://servicenow-prod.fluidtopics.net/5J9BIKJybVIBHjh6swwv9A "Use the Overview tab in a Health and Safety audit to quickly assess the audit completion status and outstanding items.").
13. **Opcional:** If necessary, submit the safety audit, findings, actions, or results for approval.  
    For more information, see [Submit a safety audit, finding, or action for approval](https://servicenow-prod.fluidtopics.net/uTINn5pINe1LEhB6HuYsAw "When completed, submit the safety audit, finding, or action for approval and start the approval workflow.").
14. In the Results tab, record the audit result and compare them with previous audits.  
    For more information, see [Record safety audit results](https://servicenow-prod.fluidtopics.net/I6uuC4VNt5JTaNZVgWcaxw "Record the audit result and outcomes and compare them with previous audits to identify trends and track progress over time.").
15. **Opcional:** In the Details tab, set the state to Closed Complete after all audit activities and objectives are complete, and then select Save.  
    The audit moves to the Closed Complete state.

## O que Fazer Depois

If needed, generate a report for the safety audit.

1. Select Generate report.  
   Nota:  
   The Generate report button appears only when the Audit \[sn_hs_rm_audit\] table is enabled for report field mapping. For more information, see [Enable a Health and Safety table for configuring report field mapping](https://servicenow-prod.fluidtopics.net/BllffRjXFFfbwihHEk67xQ "Enable a Health and Safety table for report field mapping. You can then configure its mapping with your reporting PDF template, enabling safety agents to generate reports for records in this table.").
2. In the Generate report dialog box, select a report mapping in the Select report field.

   Only the report mapping forms created and published for the Audit
   \[sn_hs_rm_audit\] table are available to select in the Select report field. For more information, see [Create a safety report field mapping for generating reports](https://servicenow-prod.fluidtopics.net/vYAct4b59ADBKWOU_t03yw "Create a safety report field mapping to map fields in your reporting PDF template to the corresponding fields in the Health and Safety records.").
3. Select Generate.
{#hs-create-manage-safety-audit-workspace__ol_rvq_zjk_l3c}
* **[Add people involved in a safety audit](https://servicenow-prod.fluidtopics.net/ZtdefezCwRDCbm8Vez5Fug)**   
  Add people involved to record all participants in a safety audit --- their roles, responsibilities, and the objectives and actions assigned to them.
* **[Define an objective for a safety audit](https://servicenow-prod.fluidtopics.net/qwKlsJrR7CCritSsdqV0Tw)**   
  Define an objective to add detailed goal and scope of the safety audit. You can create as many objectives as the audit requires.
* **[Import scope from an existing safety audit](https://servicenow-prod.fluidtopics.net/viIdeSfXR9wYYgdaFnlsjw)**   
  Import scope to copy the audit details, people involved, and objectives (including criteria and items for review) from an existing audit.
* **[Add a finding for a review item in a safety audit](https://servicenow-prod.fluidtopics.net/X09fBKJej2Sku7aJLd0cog)**   
  Record a finding for a review item during an audit and perform a root cause analysis (RCA) for it.
* **[Monitor safety audit progress and outcomes at a glance](https://servicenow-prod.fluidtopics.net/5J9BIKJybVIBHjh6swwv9A)**   
  Use the Overview tab in a Health and Safety audit to quickly assess the audit completion status and outstanding items.
* **[Submit a safety audit, finding, or action for approval](https://servicenow-prod.fluidtopics.net/uTINn5pINe1LEhB6HuYsAw)**   
  When completed, submit the safety audit, finding, or action for approval and start the approval workflow.
* **[Record safety audit results and compare with previous audits](https://servicenow-prod.fluidtopics.net/I6uuC4VNt5JTaNZVgWcaxw)**   
  Record the audit result and outcomes and compare them with previous audits to identify trends and track progress over time.