Audits are powerful and require proper maintenance. As your audit library grows, implementing structured management practices becomes essential for maintaining clarity, consistency, and usability. These best practices can help you establish a sustainable audit ecosystem that scales with your institution’s needs while minimizing administrative overhead.
Standardize Naming Conventions: Establish a clear, consistent naming system for all audits to improve searchability and organization. Version audits only when requirements change. For example:
Version 2018: Applies to students with enrollment years 2018-2019
Version 2020: Applies to students with enrollment years 2020-2024
Version 2025: Applies to students with enrollment years 2025 and forward until a new version is created
Document Design Principles: Create guidelines for audit construction to ensure consistency across your team and provide direction for future builders.
Establish a Regular Review Schedule: Plan when you'll revise and update audits, with your institution’s curriculum or catalog cycle being an ideal opportunity.
Use Version Control Sparingly: Only create new versions when changes are necessary.
Implement Tiered Permissions: Set up different access levels (viewing, editing, publishing) to maintain audit integrity while enabling collaboration.
Avoid Peak Hours for Publishing: Refrain from publishing audits during peak hours, as this process can slow down the user experience by recomputing audits for all affected students