Executing Administrative Tasks
Planning Resources
Auditors/controllers can be assigned to different audits/tests at the same time. It is therefore important to enter the time allocated for each auditor/controller to an audit/test.
To indicate for each auditor/controller the time to be allocated to an audit/test:
1. In the properties of the audit/test, expand the Users section.
2. Select a user and in the Workload (Hours), enter the time to be spent on the audit/test.
Creating general tasks
For controllers, the director can create tasks not directly linked to tests.
To create a general task:
1. Select Compliance Testing > Preparation > General Tasks.
2. Specify dates and a comment and connect users to this task.
Users assigned to this task can allocate hours to this task in their time sheet.
Validating vacations
To display vacations in auditor time sheets, you must previously have validated the vacation.
To validate the vacation:
1. Select Compliance Testing > Preparation > Vacations and open the properties of the vacation to be validated.
2. Position its status as "Validated".
Initializing expense sheets
The lead auditor can create an expense sheet per auditor/controller for all auditors/controllers assigned to the audit/test. In this case it consists of initializing expense sheets.
To initialize expense sheets:
1. In the audit/test properties window, select the Expenses tab.
2. Click the Initialize button.
An expense sheet is created for each auditor/controller.
To create an expense:
1. In the expense sheet properties, expand the Expenses section and click New.
2. Enter for each expense:
• an Amount
• a Date
• the Expense Category: "Lodging", "Food and Beverages", "Transportation"
• a Comment if required.
The auditor enters the amount in the desired currency. The converted amount is calculated automatically.Executing Tests
Preparation of a test work program allows controllers to assess requirements via questionnaires: