Task:
|
Audit plan tracking
|
Who receives it:
|
Users of the responsible team associated with the audit planning
|
When:
|
When creating an audit plan.
|
Purpose:
|
To track the audit plan progress and make the necessary adjustments.
|
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:
|
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.
|
|
Click on this button to delete an audit plan. Select the desired record before clicking on the button.
|
|
Click on this button to view the data of an audit plan. Select the desired record before clicking on the button.
|
|
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.
|
3.When the audit plan is effectively finished or is cancelled, it will no longer be displayed in the list of pending records.
|