Detailing Findings

To add more information on a Finding, you need to first create the corresponding Audit and list out its Findings.

STEP 1: Navigate to the finding you want to add information to.

There are two ways to access an audit finding:

Method 1

From the corresponding Audit Detail page, click on the 'Finding No' or 'Background' hyperlink which navigates you directly to the Finding Detail page.

Method 2

From the top menu, navigate directly to the 'Findings' tab to access the Findings page. The Findings page lists all findings of all audits in the system. Use the search and filter controls to locate the finding you want and click 'EDIT' to view the corresponding Detail page.

STEP 2: Use the controls to provide more details of the audit finding.

Field	Description/Instructions	Mandatory / Optional
Finding No	Unique number automatically generated to identify the finding.	-
Finding Risk Rating	Select a risk rating. The risk rating options are specified within 'Audit Settings'.	Mandatory
Finding Background	Enter free text describing any background information about the finding.	Mandatory
Finding Details/Root Cause	Enter free text describing any relevant root causes.	Optional
Consequence	Enter free text describing any possible consequences.	Optional

STEP 3: Click the 'Save' icon.

STEP 4: Now you can go on to specify recommendations which will be treated as 'Audit Actions' with time frames and responsibilities assigned. A Recommendation No is automatically provided by the system (depending on auto numbering rules set up by your Administrator) so enter the corrective action required and click 'Add'. The Recommendation No and action are now hyperlinked and can be used to navigate to the Recommendation Detail page. Refer Detailing Recommendations for more information.

Last revised: November 26, 2017