Updated Articles | Resolver Knowledge Base

Manually Deleting an Object

Last Updated: 07/26/2024 in Resolver Administrator Guide Data Model Object Types Data Rention

Note: If you want to take advantage of the Data Retention feature, users must contact Support to enable the feature. Overview When using the Data Retention function users will have the ability to fully delete (pur...
Disabling the Auto-Delete Function in Workflows

Last Updated: 07/26/2024 in Resolver Administrator Guide Data Model Object Types Data Rention

Note: If you want to take advantage of the Data Retention feature, users must contact Support to enable the feature. Overview If a user chooses to remove Auto-Delete from a scheduled trigger transition, that transition will no ...
Enabling the Auto-Delete Function Using a Scheduled Trigger

Last Updated: 07/26/2024 in Resolver Administrator Guide Data Model Object Types Data Rention

Note: If you want to take advantage of the Data Retention feature, users must contact Support to enable the feature. Overview Workflow Deletion allows users to automate deleting an object, complying with their organiz...
Deactivating Data Retention Settings

Last Updated: 07/26/2024 in Resolver Administrator Guide Data Model Object Types Data Rention

Note: If you want to take advantage of the Data Retention feature, users must contact Support to enable the feature. Overview If a user deactivates data retention settings on an object type, no fields, formulas, or propert...
Enabling Data Retention Analytic Settings

Last Updated: 07/26/2024 in Resolver Administrator Guide Data Model Object Types Data Rention

Note: If you want to take advantage of the Data Retention feature, users must contact Support to enable the feature. Overview Users can configure data retention settings on object types that enables users to ...
Submitting a Document Request

Last Updated: 07/23/2024 in Internal Audit Management User Guide Internal Audit Clients

Overview Users can request specific documents for their audits from an Audit Client. Audit Clients can be another user in the organization that we are auditing one of their process or controls. User Account Requirements The user account us...
Submitting a Corrective Action for Review

Last Updated: 07/23/2024 in Internal Audit Management User Guide Internal Audit Team

Overview After a corrective action has been reviewed and moved to an open state, it must be reviewed by an Internal Audit Manager. Related Information/Setup Please refer to the Creating a New Corrective Action article for further informa...
Submitting an Issue for Review Using the Portal

Last Updated: 07/23/2024 in Internal Audit Management User Guide Internal Audit Team

Overview After creating an issue for an Internal Audit Project's Control, a member of the Interna Audit Team must review the issue and add further information before the issue can be submitted for review. User Account Requiremen...
Sending an Internal Audit Test for Review

Last Updated: 07/19/2024 in Internal Audit Management User Guide Internal Audit Team

How to review a test as a member of the internal audit team and submit it to the lead for review.
Returning a Document Request Form

Last Updated: 07/19/2024 in Internal Audit Management User Guide Internal Audit Team

Overview When a document request is sent to an Audit Client, the Audit Client must fill out the request form and return it to the requestor. An Audit Client will find the document request on their My Tasks list on their Home scr...