Executing administrative tasks
Planning resources
Controllers can be assigned different tests at the same time. It is therefore important to enter the time allocated for each auditor to a test.
To indicate for each controller the time to be allocated to a test:
1. In the properties of the test, expand the Responsibilities section.
2. Select the Controller in test tab.
3. 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 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 Test > 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/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 page.
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.