To add recommendation details, first you should have added a recommendation title using one of the quick recommendation methods. Once a recommendation title is added and a recommendation number is generated, then you can add further details to a recommendation. All fields that are configured to be visible in the Recommendation Details page via the Field Configuration section under Audit Settings will be listed in this Recommendation Detail creation page, according to the order and mandatory requirement defined in Field Configurations > Audit Recommendation tab.
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Field | Description | Mandatory/Optional | ||
|---|---|---|---|---|
Recommendation Number | A unique number (for a particular finding) automatically generated to identify the recommendation. The audit recommendation number will be displayed as a breadcrumb of the audit number and finding number as well. Therefore, if you click on the audit number or the finding number, it will take you to the respective Audit Detail page or Finding Detail page.
| N/A | ||
Current Status | Non editable reference field of the audit's current status. | N/A | ||
Audit Number | Non editable reference field of the audit number. | N/A | ||
Audit Year | Non editable reference field of the audit year. | N/A | ||
Audit Title | Non editable reference field of the audit title. | N/A | ||
Finding Number | Non editable reference field of the finding number. | N/A | ||
Recommendation Number | Non editable reference field of the recommendation number. | N/A | ||
Finding Background | Non editable reference field of the finding title. | N/A | ||
Recommendation/Corrective Action | This will be the title of the recommendation/corrective action to mitigate the impact of the finding; which you can edit here if the audit is still not signed off. | Mandatory | ||
Responsible Officer | Select a responsible officer from the dropdown list to manage and review the recorded recommendation. When a staff member is selected, their details such as Telephone, Email, Division, Business Unit, Team, are automatically populated into the fields directly below. | Mandatory | ||
Secondary Responsible Officer | Select one or more secondary responsible officers from the multi-select staff dropdown. | Optional | ||
Management Response | Enter any details required to be recorded as a management response here. | Optional | ||
Action Status | Select the status of the audit recommendation. Audit Statuses can be configured via Menu > Audit Settings > Audit Action Status. See article Framework – Audit Settings to configure a statuses. | Mandatory | ||
Status Report | Enter any status details in this textbox as review comments for the audit recommendation. The corresponding 'Last Updated Name' dropdown will display the name of the last person who updated this section along with a timestamp. | Optional | ||
Status Report Summary | Enter any status details in this textbox as summary review status comments for the audit recommendation. This review status report summary will synchronise when details are added in the Recommendation Review Details tab too. The corresponding 'Last Updated Name' dropdown will display the name of the last person who updated this section along with a timestamp. | Optional | ||
1st / 2nd / 3rd Agreed Implementation Dates | The 1st agreed implementation date will be the actual start date of the recommendation action. If the date is postponed further, you can enter a new implementation date in the 2nd date field, and if this is pushed further, enter a new date in the 3rd date field.
| 1st date is Mandatory, 2nd and 3rd dates are Optional | ||
Recommendation Completion Date | Select the recommendation action actual completion date here. This field will be auto populated if you have configured which audit action status is considered as completed, via Menu > Audit Settings > Audit Action Status, and when the completed status is selected.
| Optional | ||
Business Unit | If required to specify, select the business unit associated with the finding, or use the 'Links' tab, to link this recommendation to a hierarchy. | Optional | ||
Confirmed Recommendation Completion Date | Select the date on which the recommendation completion date was confirmed. | Optional | ||
Directorate | If required to specify, select the directorate under the business unit associated with the recommendation. | Optional | ||
Percentage Complete | Enter a completion percentage of the recommendation action. | Optional |
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This tab's behaviour is the same as in Audit Details. See section Attach Documents in the Audit Management – Audit page.
Add Linkage
This tab lets you link recommendations with various other items (e.g. risks, risk solutions). Once a recommendation is saved, you will be able to add links to the recommendation via the 'Links' tab.
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