Introduction & Logging In

• Welcome

• Logging In

Home Page and Navigation

• Home Page

• Welcome Panel

• Top Navigation Panel

• Common Icons

Audit

• Overview

• Audit Register

• Create an Audit

  • Attach Documents

  • Add Linkage

  • View Audit History

Finding

• Overview

• Findings Register

• Create Quick Findings

  • Quick Finding via Audit Register

  • Quick Finding via Finding Register

• Create Finding Details

  • Finding Details via Audit Register

  • Finding Details via Finding Register

  • Attach Documents

  • Add Linkage

  • View Finding History

Recommendations

• Overview

• Recommendation Register

• Create Quick Recommendations

  • Quick Recommendation via Finding Register

  • Quick Recommendation via Recommendation Register

• Create Recommendation Details

  • Recommendation Details via Finding Register

  • Recommendation Details via

  • Recommendation Register

  • Recommendation Review Details

  • Attach Documents

    • Add Linkage

  • View Recommendation History

• Internal Audit Sign Off

My Quick Update

• Overview

• Quick Update Recommendations

Dashboard

• Overview

• Dashboard Audit Widgets

  • Filter all chart details 

  • Download all chart details 

  • Refresh all chart details 

  • Chart Settings

Quick Recommendation Search

• Overview

• Quick Update Recommendation Details

Audit Reports

• Overview

• Audit Recommendation Report

• Progress Status Report – Summary

• Progress Status Report – Detail

• Summary Progress Report

• Administration System Changes Report

• Audit Compliance Report

Prerequisites

Security and Staff Management

Audit Settings

• Overview

• Audit Categories

• Audit Entities

• Audit Firms

• Numbering System

• Audit Status

• Audit Risk Rating

• Audit Action Status

  • Risk/Audit Action Status Setting

• Audit Duplicate

• Custom Lists

• Field Configuration

Audit Administration

• Overview

• Email Templates

• Email Rules

Configuration

• Overview

• Document Management

• Settings