📦 EqualifyEverything / equalify-docs

📄 managing-audits.md · 38 lines
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38# Managing Audits

Audits are at the core of Equalify. This guide covers how to create, configure, and run audits.

## Creating a New Audit
1.  Navigate to the Audits page.
2.  Click **Add New Audit** (or similar button).
3.  **Name**: Give your audit a descriptive name (e.g., "Department Website").
4.  **Frequency**: Choose how often the scan should run:
    - Manual
    - Daily
    - Weekly
    - Monthly

## Adding URLs
You can add URLs to your audit in two ways:

### 1. Manual Entry
- Enter the URL (e.g., `help.uiillinois.edu`).
- Click **Add URL**.
- Equalify will attempt to identify the type (HTML or PDF). You can adjust this if needed.

### 2. Bulk Upload (CSV)
For scanning many documents at once, use the CSV upload feature.
1.  Download the standard CSV template.
2.  The CSV requires two columns:
    - `URL`: The link to the document.
    - `Type`: Either `PDF` or `HTML`.
3.  Upload the completed CSV.
4.  The system will categorize the items automatically.

**Important**: Equalify can only scan content that is **publicly accessible**. It cannot scan pages behind authentication layers.

## Running an Audit
- When you are ready, click **Save and Run Audit**.
- The scan time depends on the number and type of documents but is generally quick.
- Once complete, you will see the number of blockers identified.