Table of Contents

USER FUNCTION GUIDES

ADMIN FUNCTION GUIDES

Introduction & Logging In

Welcome

Logging In

Home Page & Navigation

Home Page

Welcome Panel

Top Navigation Panel

Common Icons

Audit Management – Audit

Overview

Audit Register

Create an Audit

Attach Documents

Add Linkage

View Audit History

Audit Management – 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

Audit Management – Recommendations

Overview

Recommendation Register

Create Quick Recommendation

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

Workspace – My Quick Update

Overview

Quick Update Recommendations

Workspace – Dashboard

Overview

Dashboard Audit Widgets

Filter all chart details 

Download all chart details 

Refresh all chart details 

Chart Settings 

Quick Search – Quick Recommendation Search

Overview

Quick Update Recommendation Details

Reports – Audit Reports

Prerequisites

Security and Staff Management

Framework – 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

Administration – Audit Administration

Overview

Email Templates

Email Rules

Administration – Configuration

Overview

Document Management

Settings