Reviewing the Work Program
The lead controller can proceed with a report on the work program. This report enables a check that:
• task assignment has been correctly carried out
• the work program covers the appropriate requirements
Consulting work program reports
To access work program reports:
In the page of a test, select Reports > Work Program.You can view:
• comparison of resources allocated and resources available:
• workload (in person/days)
• workload by theme (in person/days)
• activities by theme
Exporting the workload under Excel
The work program under Excel uses:
• themes
• activities
• workpapers
Having the work program available under Excel allows:
• consultation of the complete work program without having to access objects individually
• storage of a printed version of the work program
• viewing tasks to be executed at indication of a finding
To export the work program:
In the test page, Work Program tab, click the tree root and select Deliverables > Export Work Program (Excel).
A pop-up window opens at the bottom of the page. If your navigator blocks these windows, you cannot see file export. In this case, deactivate pop-up blocking in the navigator.You can then modify the work program in Excel.
When the work program has been modified, you must create a business document in HOPEX Compliance and reimport the modified work program.
To create the business document corresponding to the modified work program:
1. In the properties of the test, select the Documents tab.
2. Click the New button.
3. Enter the name given to your work program.
4. Select the location where you stored the modified Excel file and click Upload.
5. Select the "Work Program" document template.
6. Click OK.
The modified work program is now stored in the HOPEX repository.