Overview
An Audit Plan is a container that stores similar Internal Audit Projects (e.g., projects within the same fiscal year). The Audit Plan allows you to set up a plan for the coming year and allocate resources.
The user account used to log into Resolver must be added to the Internal Audit Team user group.
Please follow the link below for instructions on Creating a User Group and Adding a User to a User Group:
Please refer to the Activating an Audit Plan article for further information on activating an Audit Plan in a Draft state.
- From the Home screen, click the Home dropdown and select the Internal Audit Management link.
Home Dropdown
- From the Risk Assessment screen, click on the Audit Plan tab.
Audit Plan Tab
- From the Audit Plan screen, click on the Create Audit Plan button.
Create Audit Plan Button
- From the Create a New Audit Plan screen, enter the Audit Plan Name in the Name field. The Audit Plan Name identifies the Audit Plan throughout the system and used within reporting.
Audit Plan Name
- Enter a brief Audit Plan description in the Description field. An Audit Plan Description allows you to add more detail, differentiating it from other Audit Plans.
Audit Plan Description
- Click the Start Date field and select an Audit Plan start date from the Calendar pop-up, by clicking on a Date.
Calendar Pop-up
- Click the End Date field and select an Audit Plan end date from the Calendar pop-up, by clicking on a Date.
- Click the Create button to create a new Audit Plan.
Create Button
- The Audit Plan will appear under the Audit Plans section with a Draft status on the Audit Plan screen.
Audit Plans Section