Task:
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Audit plan tracking
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Who receives it:
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Users of the responsible team associated with the audit planning
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When:
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When creating an audit plan.
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Purpose:
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To track the audit plan progress and make the necessary adjustments.
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How to perform this task:
1.Select the desired audit plan from the list of pending records.
2.On the toolbar, click on the button that corresponds to the action you wish to perform:
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Click on this button to edit the data of the audit plan selected in the list of records. Refer to the Creating an audit plan section for a detailed description of the audit data screen.
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Click on this button to delete an audit plan. Select the desired record before clicking on the button.
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Click on this button to view the data of an audit plan. Select the desired record before clicking on the button.
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.
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3.When the audit plan is effectively finished or is cancelled, it will no longer be displayed in the list of pending records.
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