Audit Compliance and Security Smartsheet

Mindy Johnson

I'm looking for the smartsheet template that was shown in the Audit, Compliance & Security Solution Guide. The guide links to a site that no longer works - I was hoping to locate the template for the pre-audit checklist on page 5 and the project plan on page 6. Does anyone have a similar template to share? I'm starting from scratch with an org who is preparing for a SOC 2 audit and it would be a tremendous help.

Andrée Starå

@Mindy Johnson While I look, I'd recommend you reach out to Smartsheet to hear if they have and can share it.

Smartsheet Support Team

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Andrée Starå

Hi Mindy,

Here's a template that might help. I might have another one in the archive if it doesn't help/work.

https://www.smartsheet.com/marketplace/templates/audit-pbc-checklist

Would that work/help?

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Mindy Johnson

Thank you Andrée - I've downloaded this, and it's just a "Provided by Client" request list (which is handy and I will use). I was just hoping not to "re-invent the wheel" if that template was still available so I didn't have to build a project from scratch. I appreciate your time looking into this!

Andrée Starå

Happy to help!

I'll look in the archives 😉 and get back to you if I find anything!

Andrée Starå

@Mindy Johnson While I look, I'd recommend you reach out to Smartsheet to hear if they have and can share it.

Smartsheet Support Team

✅Did this post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

@Mindy Johnson Can you send me an email so I can share what I find? Send it to andree@workbold.com

Have a fantastic weekend and Happy Holidays!

Steve Reed

Andree and Mindy,

Did you ever track this template down? I am looking for something similar now, and just found this thread. I would appreciate you sharing anything you got on this topic.

Steve Reed

Mindy Johnson

Hello Steve,

I did not, but I did end up using the Project Tracking and Rollup template set and customized it to my needs.

I hope something similar gets re-released in the future, using the workflows in smartsheet would make audits a lot easier.

Andrée Starå

@Steve Reed

Unfortunately, I didn't either, but I'll get back to this post if I find something.