§ 03 · The model
Nine objects. Fixed on purpose.
Fixed objects, fixed fields, fixed lifecycles. You change wording, templates and your own checklist steps — never the data model. No form builder, no custom columns, nothing to configure before the first engagement.
- Engagement
- Client, framework and version, report type or audit purpose, period or as-of date, team, report template. Status is derived from the records, never set by hand.
- Checklist
- Our program per profile, plus the steps your firm adds. Each step carries a preparer and a reviewer sign-off.
- Criteria
- Read-only catalogs: TSC 2017 with 2022 points of focus; ISO 27001:2022 clauses and Annex A. An engagement pins one version for good.
- Controls
- Imported from AuditBadger, from CSV, or picked from your standard set by the readiness questionnaire. Every in-scope criterion shows its controls or a visible gap.
- Requests
- Population, sample or document. Open, submitted, returned, accepted. Every submission and comment kept; last period's accepted answer one step away.
- Tests
- One per control per engagement. Inquiry, observation, inspection, reperformance. Linked to accepted submissions; a Type 2 test without a sample cannot be signed.
- Findings
- Raised from a test. Exception or nonconformity grade, client response, follow-up. Every finding reaches the report; none can be deleted after the report is shared.
- Description
- Structured sections with prompts for what an auditor needs. The client drafts; you accept each change. The report shows only accepted text.
- Report & binder
- DOCX and PDF from your templates, chosen per scenario. A ZIP of every document, test and sign-off, with a manifest.
SOC 2 Type 1 and Type 2 first. ISO 27001:2022 follows during the beta.