Admins | Internal Audit and Risk Management
Internal Audit and Risk Management

Admins | Internal Audit and Risk Management

Designed for administrators of the Internal Audit and Risk Management next gen system, this curriculum contains courses created to help you better manage your site and its security.

Curriculum content

  • In this course, you will learn how to build a library of content you can use across your Ideagen Internal Audit and Ideagen Risk Management systems. ​ 10 - 20 mins ​ Learning objectives: ü Locate content library area ü Create library items ü Construct an ORCT library
    • Lesson Creating library content

  • In this course, you will create new users and input mandatory details such as display names, email addresses, and passwords. You will also assign user licenses and manage access permissions to ensure proper system access. Finally, you will learn how to update user details and ensure compliance with login requirements, including password resets and policy acceptance. ​ 5 - 10 mins ​ Learning objectives: ü Create new users and input mandatory details ü Assign user licenses and manage access permissions ü Update user details and ensure compliance with login requirements
  • In this course, you will access and navigate the License Management menu. You will assign licenses to users and monitor license availability, and revoke licenses to manage and reallocate resources effectively. ​ 5 - 10 mins ​ Learning objectives: ü Access and navigate the License Management menu ü Assign licenses to users and monitor license availability ü Revoke licenses to manage and reallocate resources effectively
  • In this course, you will learn how to build a hierarchy of Universe Locations according to your business needs. ​ 7 - 10 mins ​ Learning objectives: ü Create Location Types ü Create Universe Locations ü Identify how to create a hierarchical structure of Locations
  • In this course, you will learn how to build your Universe Processes by  creating processes and sub-processes according to your business needs. ​ 7 - 10 mins ​ Learning objectives: ü Identify the prerequisites to creating your Universe Processes ü Create Universe Processes ü Create a hierarchical structure of processes and sub-processes
  • In this course, you will learn how to change the terminology of objects in Ideagen Internal Audit and Risk Management to suit the terminology used within your organization. ​ 4 - 7 mins ​ Learning objectives: ü Identify the permissions required to configure terminology ü Change the terminology of an object in the system ü Reset all terminology to default
  • Learn how to configure timesheet tasks, set up your working week, and manage reporting periods in your audit system. This short course walks you through the key steps to ensure accurate and efficient time tracking for your team. ​ 6 - 9 mins ​ Learning objectives: ü Navigate and configure timesheet tasks ü Set up your working week and time rules ü Create and activate reporting periods
  • In this course, you will learn  how to create roles and groups. You will also learn how to assign application rules and permissions to control what users can see and do in the system.  ​ 6 - 9 mins ​ Learning objectives: ü Create a role ü Assign application rules and permissions to a role ü Create a group ü Assign users and permissions to a group
  • In this course, you will learn how to create and configure Risk Bandings allowing you to  assess your Risks effectively. ​ 4 - 7 mins ​ Learning objectives: ü Create a Risk Banding ü Assign a score to a Risk Banding ü Archive, delete, and reinstate archived Risk Bandings
  • In this course, you will learn how to create and manage Risk Strategies in Ideagen Internal Audit and Risk Management. ​ 3 - 6 mins ​ Learning objectives: ü Create a Risk Strategy ü Archive or delete a Risk Strategy ü View the Audit Trail