Internal Audit MK
Users | Audit Work | Internal Audit MK
Aimed at everyday users of Ideagen Internal Audit's, Audit Work module, this curriculum contains courses covering Audit Files, Work Programmes, Budgets, Checklists and Questionnaires along with other useful features.
Curriculum content
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In this course, you will learn the details section of an audit file. In this lesson, we'll show you how to review and update key information, track an audit status, and view the audit trail 3 - 4 mins Learning objectives: ü Understand and update audit details ü Review the audit status summary ü Access and interpret the audit trail
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In this course, you will learn about the Additional Notes section within an Audit File. In this lesson, we'll show you how to access and use the free text fields effectively to add and manage extra information. 10 - 15 mins Learning objectives: ü Navigate to the Additional Notes section ü Enter and format information in free text fields ü Use expanded view features for enhanced note-taking
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In this course, you will learn how to review and assign auditors, define budgets, and compare budgeted and actual expenses for your audit. 4 - 5 mins Learning objectives: ü Navigate to the Auditors and Budget section ü Assign auditors and define their roles ü Set and review budgeted hours and expenses
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In this course, you will learn how to n avigate the Work Programmes section within an audit. We'll walk you through how to manage and customize work programmes, assign users, and begin fieldwork directly from the audit file. 3 - 4 mins Learning objectives: ü Navigate to and view work programmes within an audit ü Add, customize, and manage templates ü Assign users and start fieldwork
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In this course, you will learn how to add and complete checklist items, manage comments and attachments, and view the audit trail for your checklists. 3 - 4 mins Learning objectives: ü Navigate to the checklist section and add new checklists ü Complete checklist items, manage associated comments and attachments ü View the audit trail and manage checklist visibility
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In this course, you will learn how to send, manage, and approve questionnaires within an audit file. 4 - 5 mins Learning objectives: ü Navigate and access the questionnaire section of an audit file ü Send questionnaire invitations and track responses ü Manage, approve, and archive completed questionnaires
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In this course, you will learn how to review and understand the time, costs, and key metrics related to an audit's performance. 3 - 4 mins Learning objectives: ü Navigate to the Performance section in an audit file ü Understand the breakdown of time, costs, and expenses ü Add comments and export data for further reviews
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In this course, you will learn how to view, create, and manage recommendations within an audit, apply filters, and generate reports. 3 - 4 mins Learning objectives: ü Search records in the list view ü Apply filters to locate specific records ü Use the filter builder to create complex searches
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In this course, you will learn the process of submitting your completed preparation for review, and how to approve the preparation stage to move the audit to a live status. 3 - 4 mins Learning objectives: ü Save and close the audit file for submission ü Submit the audit for review and monitor its status ü Approve the preparation stage to change the audit status to live
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In this course, you will learn how to navigate the Audit Work section, understand its structure, and learn how to open and interact with work programmes during the fieldwork phase. 4 - 5 mins Learning objectives: ü Understand the Audit Work section and its purpose ü See how to filter and access work programmes ü Explore the structure of a work program, including risks and progress tracking
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In this course, you will learn how reviewers can manage and assess work programmes in a review state. 3 - 4 mins Learning objectives: ü Understand how to identify work programmes in review states ü See the differences between auditor and reviewer views ü Explore how to review and manage work programme items
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In this course, you will learn the process of finalising a work programme and sending it for review. 4 - 5 mins Learning objectives: ü Finalize a completed work programme ü Submit the work programme for review
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In this course, you will learn how to add attachments to a risk, control, or test within a Work Programme . 4 - 6 mins Learning objectives: ü Open the applicable details window for adding attachments ü Add attachments to a test, control, or risk ü Manage attachments and view associated files in the Work Programme
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In this course, you will learn how to add or edit risks, controls, and tests within a work programme. 5 - 7 mins Learning objectives: ü Add or edit risk, controls, and tests within a work programme ü Understand visual indicators for edits made during fieldwork ü Create new risk items and update details
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In this course, you will learn how to complete testing for different test types within a work programme . 5 - 7 mins Learning objectives: ü Complete a linked file test type ü Complete a text field test type ü Complete a standard test type and update the status
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In this course, you will learn how to create and manage recommendations for risks, controls, and tests, ensuring all necessary details and updates are captured effectively. 5 - 10 mins Learning objectives: ü Open the details window to raise recommendations ü Create and manage recommendations, including mandatory fields ü Update recommendation statuses, add attachments, and communicate using update notes
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In this course, you will learn how to access the Control Details window, enter information related to control testing and raise recommendations, and complete a control . 4 - 6 mins Learning objectives: ü Open and navigate the Control Details window ü Enter text based information and raise recommendations ü Complete a control and recognize the system's indicators
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In this course, you will learn how to complete, close, and archive an audit. You'll also learn how to securely back up audits and how to access archived audits. 5 - 10 mins Learning objectives: ü Understand how to change an audit's status to Completed, Closed, and Archived ü Learn the implications of each status change ü Discover how to securely back up audits and manage archived files
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This course will guide you through the process of creating an audit, linking it to relevant entities, and setting up key details to ensure a smooth and organized audit process . 5 - 10 mins Learning objectives: ü Navigate to the audit management area ü Create and configure a new audit with linked entities ü Assign auditors and roles to the audit
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In this course, we will guide you through how to track and manage planned and actual dates, understand date variances, and add comments for explanation. 10 - 15 mins Learning objectives: ü Navigate to an understand the key dates section ü Enter planned and actual dates for milestones ü Identify date variances and add comments for context
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In this course, you will learn how to perform a risk assessment within a work program . 5 - 10 mins Learning objectives: ü Open a work program and navigate to the risk for assessment ü Adjust impact and likelihood for inherent and residual risks ü Understand how the system calculates total residual risk scores
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In this course, you will learn display and filter options within a data grid in Ideagen Internal Audit MK. This session will guide you through adjusting column layouts, grouping data, and exporting information efficiently. 4 - 5 mins Learning objectives: ü Rearrange and customise columns in a data grid ü Group data using adjustable filters ü Export data grid content to Excel