A monitoring period defines the timeframe your project will be audited against. Applying frameworks ensures all evidence and models are captured in one place.
How To: Create a Monitoring Period
Navigate to the Facilities tab.
Locate your facility.
Click Add Monitoring Period.
Enter a start date and end date.
Dates can be adjusted before submission.
If the end date is unknown, enter your best estimate—you can update it later.
How To: Apply Frameworks
Once your monitoring period is created, click Add Framework.
Select the relevant framework(s):
Facility Audit – For facility audits.
Output Audit – For output audits.
Facility & Output Audit – For combined audits.
Preliminary Assessment – For early checks.
Include a Model Framework unless otherwise instructed.
Always use the latest version of each framework unless told otherwise by your account manager.
What’s Next
Begin completing data frameworks to prepare and organize the information needed for your audits.