Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

This article contains:

1. Overview

You have an option to add quick recommendations by entering just the title of the recommendation, and a recommendation number will be auto generated. This gives you the flexibility to simply add recommendation titles and later on add further details to each recommendation.

You can create a quick recommendation using the following two windows:

  • Finding Register

  • Recommendation Register

1.1 Quick Recommendation via Finding Register

To create a quick recommendation via the finding register:

  • STEP 1: Click on a Finding you wish to add recommendations to, from the Finding Register, via Menu > Audit Management > Finding.

  • STEP 2: At the bottom of the page, click on the 'Add new' button.

  • STEP 3: Enter the 'Recommendation Title' and click the 'Save' icon to save. Once saved, a 'Recommendation Number' will be automatically generated. You may add many quick recommendations for a finding detail.

1.2 Quick Recommendation via Recommendation Register

To create a quick recommendation via the Recommendation Register:

  • STEP 1: Navigate to the Recommendation Register via Menu > Audit Management > Recommendation.

  • STEP 2: Click the 'New' button at the top-right corner of the window to open the 'Add New Recommendation' popup window.

  • STEP 3: Select the audit you wish to add recommendations to, from the 'Audit' dropdown, and select a finding you wish to add recommendations to, from the 'Finding' dropdown, and click the 'Add new' button.

  • STEP 4: Enter the 'Recommendation Title' and click the 'Save' button to save details. Once saved, a 'Recommendation Number' will be automatically generated. You may add many quick recommendations for the same audit-finding combination.


<< Back to main section
Recommendations

  • No labels