Audit diagrams document and analyze processes such as financial transactions and inventory management.
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Start the Visio app.
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Select the Templates tab in the backstage and then select Business > Audit Diagram.
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Choose the audit diagram you wish to start with and select Create.
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For each step in the process you're documenting, you're going to drag and connect flowchart shapes onto your drawing:
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Drag a shape from a stencil onto the drawing page and position it near or over the shape you wish to connect it to. Blue triangles will appear.
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While still holding down the mouse button, drag the shape over one of the blue triangles so that it turns dark blue.
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Release the mouse button. The shape is placed on the drawing page, and a connector is added and glued to both shapes.
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To add text to a shape, select it, and then type.
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You can number the shapes in your flowchart to illustrate the sequence of process steps:
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In a flowchart, select the shapes that you want to number.
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On the View tab, select Add-Ons > Visio Extras.
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On the General tab, under Operation, select Auto Number. Under Apply to, click Selected Shapes, and then click OK.
Tip: To number new flowchart shapes as they are dragged onto the page, in the Number Shapes dialog box, click Continue numbering shapes as dropped on page.
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Note: In Visio for the web, audit shapes are only available to Visio Plan 1 and Visio Plan 2 subscribers. They are not available to users of Visio in Microsoft 365.
To create an audit diagram, start with a new blank drawing.
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Open Visio for the web.
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Select New blank drawing.
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In the Shapes pane, in the search box, enter audit, then press Enter.
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In the results, select Audit Diagram Shapes, then select Add.
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Drag the shapes that you want to represent your business process onto the drawing page.
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Connect the shapes as usual. For general information about connecting shapes, see Add connectors between shapes.
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To add text to a shape, select it, and then type. When you finish typing, click outside the text block.
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Right-click any shape to add properties (Cost, Duration, Resources) to it or to modify attributes (such as Tagged/Untagged) that affect the appearance of the shape.
