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Sub-Auditor Workspace & Capabilities

Sub-Auditors assist primary field auditors by conducting granular checklist verification, inspecting uploaded member and financial evidence, and logging initial discrepancy tickets in their workspace on the CoopPilot Dashboard .

1. Overview, KPIs & Recent Activity​

Sub-Auditors log into the Internal Audit Portal to access their delegated field workspace on the CoopPilot Dashboard :

  • Assigned Checklist Items: Total individual verification checklist items delegated by the primary Auditor.
  • Pending Evidence Review: Unreviewed member ID copies, bank receipts, or statute pages.
  • Recent Activity Stream: Log of delegated tasks and ticket status updates.

2. Portfolio > History​

Sub-Auditors can inspect historical checklist verification records for assigned client cooperatives:

  • Review past verified documents and notes from previous audit cycles.
  • Cross-reference current member listings with archived share register snapshots.

3. Portfolio > Discrepancy Levels Scoped to Sub-Auditor Role​

Sub-Auditors hold specific authority to log and manage initial discrepancy tiers:

  • L1 (Minor Formatting): Sub-Auditors can directly log, review, and mark L1 minor formatting discrepancies as resolved upon receipt of correction.
  • L2 (Document Missing): Sub-Auditors can flag missing documents and log L2 tickets requesting uploads from Coop-Admins.
  • L3 (Capital Deficit) & L4/L5 (Legal Defects): Sub-Auditors can identify and log L3–L5 tickets, which automatically escalate to the primary Auditor and Org Admin for official determination.

4. Portfolio > Reports​

Sub-Auditors export field checklist progress summaries:

  • Generate itemized checklist completion reports for review by the lead Auditor.
  • Export verification notes and document inspection logs.