Ideagen Internal Audit - Aura
Audit Management | Ideagen Internal Audit - Aura
An essential guide for audit managers, this curricula is designed to help you master reviewing and reporting against your audits. Topics include entity management, the action tracker, problems and key issues, and time sheet management. It also covers how to create meaningful reports including audit committee reporting.
Curriculum content
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If, during your review of audit elements, you identify a need for further work, or wish to add specific requirements, you can add a review point to the audit element and assign it to the auditor, or someone else, to action. In this course, you will learn how to review audit elements and add review points for actioning. 15 - 20 mins Learning objectives: ü Understand the Internal Audit review cycle ü Mark an audit element as reviewed ü Approve an audit element ü Add a review point ü Identify how to quickly monitor outstanding review points ü Approve a completed review point
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Findings must be completed and approved to sign off the audit, whereas audit actions are signed off as completed and approved once they have been executed. In this course, you will learn how to approve findings and actions in Ideagen Internal Audit - Aura. 10 - 15 mins Learning objectives: ü View all findings and actions against an audit ü Modify action properties ü Add an action to a finding ü Add an attachment to an action ü Approve findings and actions
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In this course, you will learn about Problems and Key Issues. This includes how to document them in Ideagen Internal Audit, and how problems can be linked to key issues . 20 - 25 mins Learning objectives: ü Understand the purpose of problems and key issues ü Add a problem ü Link findings to a problem ü Add an action to a problem ü Add a key issue ü Link a problem to a key issue ü Link an entity risk to a key issue
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The audit report is a crucial instrument for the audit team. In this course, you will learn how to complete and approve audit reports in Ideagen Internal Audit - Aura . 15 - 20 mins Learning objectives: ü Open existing audit reports ü Add an audit report ü Modify the properties of an audit report ü Email an audit report ü Complete and approve audit reports ü View all audit reports across the Universe
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The Action Tracker allows you to monitor the progress of actions across your Internal Audit Universe. In this course, you will learn how to access and customise the Action Tracker to locate actions of interest . 10 - 15 mins Learning objectives: ü View the action tracker ü Identify how to quickly locate actions of interest ü Change the charting categories of the action tracker ü Display additional row / column headings in the action tracker ü Save the action tracker as a view
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Action updates capture the post audit progress of each action from the action owners. In this course, you will learn how to accept and reject action updates. 10 - 15 mins Learning objectives: ü View submitted action updates ü Accept and reject action updates ü Add an action update ü Understand the automated action tracker function
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Ideagen Internal Audit includes a time recording function allowing audit staff to record the amount of time they have spent working on each audit. In this course, you will learn how to create time sheet periods and approve time sheets. 10 - 15 mins Learning objectives: ü Update staff properties ü Create a time sheet period ü Create multiple time sheet periods using the wizard ü Adjust the time recording system settings ü Approve a time sheet ü Change the active state of time sheet periods
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Ideagen Internal Audit provides various ways to report on time spent by the audit team on audits and allows you to manipulate and format the data to suit your requirements. 15 - 20 mins Learning objectives: ü Modify an analysis chart ü Save a chart as a view ü Set a view as a favourite ü Add fields to a data grid ü View time sheet information at different levels
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The Analysis screen in Ideagen Internal Audit provides a powerful tool for creating charts. In this course, you will learn different methods to create and modify analysis charts. 15 - 20 mins Learning objectives: ü Create an analysis chart ü Filter and group data in a chart ü Format a chart ü Save a chart as a view ü Share a view with other users
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All screens in Ideagen Internal Audit support grid-based reporting and data exports. In this course, we will learn how to export data to Microsoft Excel . 10 - 15 mins Learning objectives: ü Filter, sum and group data in a data grid ü Export raw data to Excel ü Export a graph to Excel ü Export property panel data to Excel
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Ideagen Internal Audit provides many reporting tools to enable you to communicate information to the audit committee. In this course, you will learn how to use existing views to extract management data and how to modify views to meet your requirements. 10 - 15 mins Learning objectives: ü Use existing views to extract management data ü Modify views to meet requirements ü Extract information in report templates ü Print data and graphs