Hopex Aquila EN

Managing Recommendations

Accessing recommendations

Implementing recommendations

Viewing recommendation widgets

Recommendations are used within the framework of Hopex Internal Audit.

Accessing recommendations

To access your recommendations:

In the navigation bar, select My tasks > Recommendations.

Recommendations are classified according to their status:

• Recommendations

• Delayed recommendations

Implementing recommendations

You may be required to manage recommendations following testing activities or production of the final audit report.

As a recommendation owner, you may:

• create actions whose objective is to implement recommendations.

• specify a progress percentage for the actions

For more information on recommendations within the framework of Hopex Internal Audit: see Implementing Recommendations.

Creating an action within the framework of a recommendation

Submitting an action plan (consisting of recommendations)

Actions created and assigned to appropriate users constitute an action plan within the framework of Hopex Internal Audit.

You may submit the action plan to the lead auditor or the audit director via the recommendations workflow.

To do this:

2. Click the recommendation name and select Action Plan to be Submitted > Submit Action Plan.

The lead auditor or audit director validates the action plan by return.

Viewing recommendation widgets

Recommendations by status and year

This bar chart displays recommendations:

• By year

• By status (each color corresponding to a distinct status)

Recommendations by status and audit

This bar chart displays recommendations:

• By audit

• By status (each color corresponding to a distinct status)

Recommendation Dashboard

This dashboard displays action breakdown by progress for all “in progress” recommendations you are responsible for.

• Delayed

• On Time