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
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
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