Category: Request List Management

Request List Permissions
April 2, 2019

Audit Suite's robust privacy controls allow you to limit the users who can access the audit details and all request items within. In the event that an entire audit request list needs to be limited to the users assigned to the project, simply select the "Make Project Private" checkbox when creating the project and the only users who will have access to view the project and request items are whomever is assigned as Audit Manager and Audit Staff. If a...

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Opening/Closing a Request List
April 2, 2019

To assist with your Project Management efforts, Audit Suite allows you to set a start date, target end date, and actual end date for each project. Additionally, projects may be one of three statuses: Pending, Open, or Closed. By default your project will be set to "Pending". To change the status of a project, simply navigate to that project, click the “Options” button on the top right of the page, select “Change Status” and the Change...

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Duplicating or Copying a Request List
April 2, 2019

Once you create a request list, if you ever need to duplicate or roll-over the request list for a new project, there's good news in that Audit Suite has made it a simple and painless process. To duplicate or roll-over a request list, simply do the following: Go to the project page for the request list you would like to duplicate. Click the “Options” button on the top right of the page and select “Export Request Details” to save...

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Creating a New Request List
April 2, 2019

To create a new request list, simply login to the Audit Suite portal, select “Projects” from the vertical navigation on the left side of the page, then when you’re on the Projects page, click the “Create New Project” button on the top right of the page and the New Project dialogue box will open. You then can name the project whatever you would like; however, it's important to remember that the project title will be used in the subject and...

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Creating and Managing Categories
April 2, 2019

Categories are useful for you and your team to organize your projects to meet the needs of your team. Whether you are an internal or external audit team, categories will help you organize your projects to quickly filter and sort to find the project(s) you're looking for. External Auditors and CPA Firms The common strategy for using categories is create a category for each client to assign to your audit request lists. If you have a large client...

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