Updated Articles

  1. Create an Application & Activities

    For more detailed information on applications and activities, see the Applications section in the Resolver Core Administrator's Guide . Create an Application & Activity If your organization currently has a Portal application, it's recommend...
  2. Create Email Notifications

    For more detailed information on email notifications and nightly triggers, see the Email Templates section and Add a Trigger & Transition to a State article in the Resolver Core Administrator's Guide . Create an Email Template To create a...
  3. Create & Modify Forms

    For more detailed information, see the Standard Forms section in the Resolver Core Administrator's Guide . The following are basic instructions for creating a new form. For more information on creating user-friendly forms, see the Form Design...
  4. Conclusion

    Congratulations! If you followed the steps in this guide, you now have a fully functional Response Plan Tracker and will now be able to: Create plans independently or directly from your Risks. Assign members of the business as Plan Owners. Tra...
  5. Configure the Workflow

    For more detailed information on workflows, see the Workflows section in the Resolver Core Administrator's Guide . Create & Configure States To create and configure the workflow states: Click the icon in the top bar > Object Types  in...
  6. CORE Hosted Maintenance Schedule

    Scheduled Maintenance: Note: During the scheduled maintenance, monthly security updates and general system maintenance will be performed. Resolver CORE Hosted Location Time of Interruption Date of Interruption   Canada ...
  7.  The Resolver Idea Portal

    Submit your ideas on product enhancements and vote on other customers' ideas through the Resolver Idea Portal.
  8. Creating a Document Request

    How to attach a document request to an internal audit report.
  9. Adding an Existing Internal Audit Project to an Audit Plan

    Overview Users can use an existing Internal Audit Project when adding an Internal Audit Project to a new Audit Plan. User Account Requirements The user account used to log into Resolver must be added to the Internal Audit Team user group. ...
  10. Completing the Fieldwork Stage

    How to complete the fieldwork for an internal audit project as a member of the internal audit team.