Welcome to AUDITDEX
AUDITDEX is AugIx’s enterprise audit and compliance platform. This guide walks you through the first 30 minutes of using the platform — from account activation to launching your first audit engagement.
Step 1: Account Activation
After your account is provisioned, you will receive an activation email from noreply@augixsys.com. Click the activation link, set your password (minimum 12 characters, mixed case, one symbol), and complete MFA enrollment.
Supported MFA methods:
- TOTP authenticator app (Google Authenticator, Authy, Microsoft Authenticator)
- Hardware security key (FIDO2/WebAuthn)
- SMS OTP (available but not recommended for enterprise accounts)
Step 2: Dashboard Overview
The AUDITDEX dashboard is organized into five primary areas:
| Area | Purpose |
|---|---|
| Engagements | Active and archived audit engagements |
| Risk Register | Enterprise risk inventory with scoring |
| DRL | Data Request Lists — evidence collection pipeline |
| Controls | Control library, testing workpapers, findings |
| Reports | Draft and published audit reports |
The notification bell (top right) surfaces overdue items, pending approvals, and system alerts. Check it daily during active engagements.
Step 3: Create Your First Engagement
- Navigate to Engagements → New Engagement
- Enter engagement name, scope, and objective
- Select the applicable framework(s) from the library (ISO 27001, SOX, GDPR, IATF 16949, etc.)
- Assign the engagement lead and reviewer
- Set the planned start and end dates
- Click Create
The platform will automatically generate a recommended control set based on the selected framework(s). You can accept the recommendation, modify it, or build from scratch.
Step 4: Configure Evidence Collection
Before fieldwork begins, configure the DRL for your engagement:
- Open the engagement and navigate to DRL
- For each evidence request, enter: description, responsible party (email), due date, and accepted file formats
- Click Publish DRL — responsible parties will receive email notifications with secure upload links
Evidence submitted through the portal is automatically timestamped, hashed, and linked to the relevant control in the engagement.
Step 5: Begin Control Testing
Once evidence is collected:
- Open a control in the engagement’s Controls tab
- Review the linked evidence
- Complete the testing procedure (the platform will prompt you based on the selected framework)
- Record your conclusion: Effective, Deficient, or Material Weakness
- Attach your workpaper and submit for review
The reviewer receives an automated notification and can approve, return for revision, or escalate.
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
G then E |
Go to Engagements |
G then D |
Go to DRL |
G then C |
Go to Controls |
N |
New item (context-sensitive) |
? |
Open shortcut reference |
Getting Help
- In-app help: Click the
?icon in the bottom-left corner - Email support: support@augixsys.com (response within 2 hours for enterprise accounts)
- Documentation: You are here