Implementing Recommendations
Recommendations are sent automatically to recommendation owners when the closing report is circulated.
Accessing recommendations
The recommendation owner receives an e-mail for all recommendations addressed to him.
To access recommendations to be executed:
Click My Tasks > Action Plans > Recommendations to implement. Recommendations assigned to you appears.
Implementing Actions
The recommendation owner must create actions whose objective is to implement these recommendations.
Creating actionsÂ
To create an action:
1. Open the properties of an audit, and select the Recommendations page.
2. In the recommendation properties, select the Action plan page and expand the Actions section.
3. Click New.
4. In the action properties, enter a time frame and an action Owner.
The list available in the Owner field corresponds to the list of auditees defined on the audit.You can also connect existing actions. You can only reuse actions used in the same audit.Submitting the recommendationÂ
Actions created and assigned to appropriate users constitute an action plan. This action plan is submitted to the lead auditor or the audit director via the recommendations workflow.
To submit a recommendation:
Click the recommendation icon and select Recommendation to be sent-out > Send-out recommendation.The lead auditor or audit director validates the recommendation by return. He can also reject it.