# Prepare an audit handoff

Set a review scope, resolve control and evidence gaps, and export the material your reviewers need.

## Set the review scope

Open **Audit preparation** in the Compliance Portal. In **Review scope**, choose the framework and review period you agreed with the reviewer. Use **Involves contact** if you need to focus on one person’s work. Choose **Apply scope** and check the **In-scope controls** count before you start.

If the list is narrower than expected, check the filters or choose **Clear scope**. For an access review, confirm that the control is mapped to the chosen framework and the linked material covers the period you are reviewing.

## Resolve preparation gaps

Start in the **Preparation queue** with the **Actions** view. Open the control or use **Next step** to see the work behind each flagged item. Assign missing owners, [submit or review evidence](/guides/compliance/controls-and-evidence), and check that dates and source links are current.

Use **Context only** to check timing or source details that need confirmation. Dashio shows declared control status, internal evidence approval, and freshness separately. A row with **No flagged gaps** has passed the preparation checks shown in the workspace. Review the material against the agreed requirements before you hand it off.

## Export the review material

| Action | Use it for |
| --- | --- |
| **Export evidence index** | Locate the evidence records and source references linked to controls in the review scope. |
| **Export review snapshot** | Share the in-scope control assessments, preparation results, and evidence context at the time of export. |
| **Download owner brief** | Give the contact selected in **Review scope** a summary of their review work. |

The scope controls which records are exported. Changing the **Preparation queue** view changes the rows you see while you work. Share underlying evidence files separately and verify that the recipient can open each source link they need. Use your approved sharing channel for the exports and attachments.