---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create and manage a safety audit

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

* Release version: Xanadu
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

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.

## Before you begin

Role required: sn_hs_rm.safety_audit_manager or sn_hs_rm.safety_audit_writer

## About this task

You can also set up an audit schedule to create safety audits. For more information, see [Set up a safety audit schedule](https://servicenow-prod.fluidtopics.net/qPxCi9D4LSy6FUwW9I0xsg "Create an audit schedule and define the top-level audit details and the recurrence, for example, monthly or bi-monthly.").

## Procedure

1. Navigate to AllHealth and SafetyHealth and Safety Workspace.
2. Select the risk management icon (![Risk assessment icon]()).
3. Select the Audits list and then All.
4. Select New to create an audit.  
   Alternatively, you can open an audit from
   * The Scheduled audits tab in an audit schedule.
   * The Create audits button that appears when a new audit schedule is saved.
   {#hs-create-manage-safety-audit-workspace__ul_ubb_hty_bfc}
5. On the form, 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/3nsTPsSQ2zSIUe7D1I6wIA "The safety audit manager can use the audit schedule form to set up a recurring workplace safety audit.").
6. Select Save.  
   The People involved, Documents, Audit surveys, Findings, Risk assessments, Observations, and Audit actions tabs appear for this audit.
7. In the People involved tab, select New to add people involved in this audit and their responsibilities.  
   Note:  
   * The Visitors involved field appears only when the Workplace Visitor Management (com.sn_wsd_visitor) application is installed on your instance. For more information, see [Additional features in Health and Safety](https://servicenow-prod.fluidtopics.net/7eWNwr5YxAB~3mMLnil~Hw#install-hs-incident-mgmt__table_ix1_bff_gxb).
   * The Contractor option appears only when the Health and Safety Contractor Management (sn_hs_crm) application is installed on your instance. The field only lists users who have the \[snc_external\] role assigned to them and have their Health and Safety profile created. For more information, see [Assign Health and Safety profile to a user](https://servicenow-prod.fluidtopics.net/3x2Peqfm87PjuLecVhVwHg "Assign the Health and Safety profile to all users in your organization, including employees, visitors, and contractors.").
   {#hs-create-manage-safety-audit-workspace__ul_yq5_rhk_ddc}
8. In the Documents tab, add standards and documents used to benchmark findings.
   * Select Add to add existing documents.
   * Select New to upload new documents. For field descriptions, see [Health and Safety document form](https://servicenow-prod.fluidtopics.net/YLqlwg0LlXx~nsah_yoxaQ "Safety team such as safety agent and contractor coordinator can use the Health and Safety document form to add or modify a safety-related document.").
   {#hs-create-manage-safety-audit-workspace__choices_hqg_wvn_2dc}
9. In the Audit surveys tab, add and assign audit surveys to be conducted as part of this audit.  
   Only the surveys with the Source table field set to Audit survey \[sn_hs_rm_audit_survey\] table are available in this list. For more information, see [Configure a safety inspection or audit survey](https://servicenow-prod.fluidtopics.net/AdauMvsJQBcu~iy5hTVJfw "Review surveys available with the Health and Safety Risk Management application. Modify the survey, or create one or more surveys to use for different workplaces or to check other areas of concern.").
10. **Optional:** If needed, complete the audit surveys in this audit record.
    1. Open the audit survey to be completed and select Open audit survey.
    2. Answer the survey questions and select Submit.  
       When completed, the survey results are available in the Audit survey results tab of this audit survey.
    3. Add action to the survey responses if needed.
    4. In the State field on the audit form, select Closed Complete to close the survey.

    {#hs-create-manage-safety-audit-workspace__substeps_ax4_g14_2dc}  
    Note:  
    An auditor can also complete the audit survey through Employee Center or on Now Mobile app. For more information, [Complete a safety audit survey through Employee Center](https://servicenow-prod.fluidtopics.net/UGbtfn92opsPJKiYcxYUdQ "Complete a safety inspection or audit survey assigned to you through the Employee Center.").
11. Review the survey responses and gather evidence as part of the audit, for example, document assessments, interviews, and observations.
    1. In the Audit surveys tab of a survey, review the survey responses.
    2. In the Findings tab, add an audit finding gathered from survey responses and perform its root cause analysis.  
       For more information, see [Add a finding and root cause analysis for a safety audit](https://servicenow-prod.fluidtopics.net/TN0Fxljs_~l8M5uYyKnZWw "Record a finding based on the audit results and perform a root cause analysis (RCA) for it.").
    3. In the Risk assessments tab, select New to conduct a risk assessment as part of this audit.  
       * You can also 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/CkrCFz4hsbTQsEXOVSiJuw "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 Observations tab, add an observation recorded from this audit.  
       * Select Add to add an existing observation.
       * Select New to create and submit a new observation.
       {#hs-create-manage-safety-audit-workspace__ul_rz5_vg4_2dc}
    5. In the Audit actions tab, select New to create and assign any actions based on findings and recommendations.  
       For field descriptions, see [Health and Safety action form](https://servicenow-prod.fluidtopics.net/ikF88VSFopU3QEqywJaAlg "Safety agents can use the Health and Safety action form to assign an action for a safety incident or observation.").
    {#hs-create-manage-safety-audit-workspace__substeps_klz_3d4_2dc}
12. **Optional:** Generate a report for the safety audit, if needed.
    1. Select Generate report.  
       Note:  
       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/r991_AUh2wxPdHyNSBS6rA "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](https://servicenow-prod.fluidtopics.net/Ncr_xSSDli9KtrhL~OMmjQ "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__substeps_ib4_zwj_ddc}
13. **Optional:** In the Details tab, set the state to Closed Complete after all audit activities are complete and then select Save.  
    In a closed complete state, no further changes can be made to the People involved, Audit surveys, Findings, Risk assessments, and Observations related items in an audit record.  
    The audit moves to the Closed Complete state.

*[\>]: and then