Article Content
| Overview |
| User Account Requirements |
| Required Information/Setup |
| Navigation |
| Alternate Navigation |
| Adding an Existing Document Request |
Overview
Users can use an existing document request to a control.
User Account Requirements
The user account used to log into Resolver must be added to either the Internal Audit Leads or Internal Audit Managers user group.
Required Information/Setup
For further information on how to scope an Internal Audit Project, please refer to the Define the Scope of an Internal Audit Project article.
Navigation
- From the Home screen, click on an Internal Audit Project in the Planning stage from the My Tasks section.
My Task - Internal Audit Project - Planning
- From the Audit Details screen, click the Document Request tab.
Document Request Listings Button
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From the Documentation Request tab, click the Document Request Listing button to create and review document requests for the Internal Audit.
Document Request Listing Button
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From the Document Request Listing screen, click a Control.
Click on a Control
Alternate Navigation
- From the Resolver Home screen, click the Home dropdown and select the Internal Audit Management link.
Home Drop-Down
- From the Risk Assessment screen, click on the Planning tab.
Planning Tab
- From the Planning screen, click the Create Audit Project button.
Create Audit Project Button
- From the Intern Audit Project screen, click the Document Request tab.
Document Request Tab
- From the Documents Request tab, click the Document Request Listing button.
Document Request Listing Button
- From the Document Request Listing screen, click a Control.
Click a Control
Adding an Existing Document Request
- From the Manage Document Request pop-up, click the Add Existing Document Request button.
Add Existing Document Request Button
- From the Add Existing Documentation Request pop-up, all recently created document requests are listed. Enter key search terms in the Search field if the document request you are looking for is not listed.
Search Field
- When you have located the document request, click on the + ADD link to add the document request to the Control.
+ ADD Link