Overview

Before moving the audit plan to the Fieldwork state, you must fill out the Define & Review Audit Scope and Document Requests sections.

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.

For further information on how to add a document request to an Internal Audit Project, please refer to the Attach Document Requests to an Internal Audit Project article.

For further information on how to send document requests to Audit Clients, please refer to the Sending Document Request to Audit Clients 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

Alternate Navigation

1. From the Resolver Home screen, click the Home dropdown and select the Internal Audit Management link.

Home Drop-Down

2. From the Risk Assessment screen, click on the Planning tab.

Planning Tab

3. From the Planning screen, click the Create Audit Project button.

Create Audit Project Button

Moving an Internal Audit Project to Fieldwork

1. From the Internal Audit Project screen, scroll to the bottom of the screen.

Internal Audit Project Screen

2. Click the Start Fieldwork button to move the Internal Audit Project to the Fieldwork status.

Fieldwork Button

3. A system-generated email will be sent to Internal Audit Staff members from noreply@resolver.com, indicating that the Internal Audit Control Tests are available for review. If the email does not appear in your Inbox, please search for another folder from the email (e.g. Junk, etc.).

System-Generated Email