Updated Articles

  1. Session Tokens

  2. Version 24.2 Release (Dispatch)

    New Features Dispatches can be created with Locations on the Fly or Using Global Address Search We have implemented a feature that enables dispatching to any point selected on a map or entered address. Dispatchers can utilize this functionalit...
  3. Point in Time Reporting

    Instructions and important notes on enabling the Point in Time Reporting feature and viewing historical data as an end-user.
  4. Viewing an Audit's Fieldwork Dashboard

    Overview Users can view an Audit's Fieldwork in a dashboard view, allowing the user to see the Audit tests status, test findings, document requirements, and review/update tests using charts and tables. User Account Require...
  5. Returning a Document Request Form

    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 scree...
  6. Confidential Portal Overview

    An overview of the Confidential Portal in Resolver Core.
  7. Sending a Document Request

    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 used...
  8. Sending Document Requests to 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. All document requests not sent to Audit Clients be...
  9. Viewing an Audit Plan and Status Summary Report

    Overview The Audit Plan and Status Summary report gives a user insight into an Audit Plan and its attached Internal Audit Projects including Internal Audit Project statuses, access to individual Internal Audit Projects, and Audit Plan budget st...
  10. Assessing Risk Management Output for an Internal Audit Project

    Overview To check which risks should be included in the internal audit plan, click the desired organization in the Risk Management Output for Internal Audit section. Doing so will display a heat map that measures a risk's inherent risk sc...