Executing Administrative Tasks
Planning Resources
Auditors can be assigned to different audits at the same time. It is therefore important to enter the time allocated for each auditor to an audit.
To indicate for each auditor the time to be allocated to an audit:
1. In the properties of the audit, 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 auditors, the director can create tasks not directly linked to audits.
To create a general task:
1. Select Audit > Preparation > General Tasks.
2. Specify dates and a comment and connect auditors to this task.
Auditors 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 vacations.
To validate the vacation:
1. Select Audit > Preparation > Vacation Requests 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 for all auditors assigned to the audit. In this case it consists of initializing expense sheets.
To initialize expense sheets:
1. In the audit/test properties window, select the Expenses page.
2. Click the Initialize button.
An expense sheet is created for each auditor.
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.