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In Active audit, open the Audit tab and click the Audit button. The window enables you to work on an audit engagement by carrying out the stages of engagement research, planning, testing, and completion in accordance with the selected methodology. You can document the complete audit process, following all necessary methodology procedures.

Depending on the selected methodology, AuditDesktop offers ready-to-use templates and checklists for determining vulnerabilities. You can complement and correct all methodology sections at your discretion. The procedures that are not applicable in an engagement will not be performed and the Checklist questions that do not concern the client will be marked as Not applicable.

Each audit engagement file consists of sections and their working papers. You can select between three different view modes:

  • Tree-and-list – sections are displayed as a tree with child nodes. If you click on a section, a list of its working papers will be displayed in the right side of the screen.
  • Tree-like – sections and their working papers are displayed as a tree with child nodes.
  • Grid – the data is displayed as a table. This view mode is more detailed but it takes more time to load all data.

Tip

You can access the engagement file and its view modes at the bottom of the screen. Click on the name of the engagement to open it. Click and choose the view mode from the drop-down menu.

You can use the button to expand sections and their elements, and the button to contract them. The buttons are available in all three view modes.

Using the Filter field you can filter all working papers' names, thus finding the needed document more quickly.

Toolbar

The toolbar includes the following buttons:

  • Edit – open the working paper for editing. To enter in edit text mode, click Edit.
  • Preview – open the working paper for print preview
  • Load from file – load data from file
  • Save to file – save the working paper as a file
  • Send email – open the window for sending messages. Currently active only for File and Questionnaire.
  • Create task – open the window for new task creation
  • Adjustments – show the adjustments to the working paper
  • Information – information connected with the working paper
  • Findings – open the Findings and recommendations window
  • Identified risks – open the window where you can enter identified risks

  • Control activities – open the window where you can enter control activities

  • Attached files – show all attached files

  • Comment – show all added comments

  • Tickmarks – open the window for managing tickmarks
  • Timesheet – open the window where a timesheet can be added
  • Completed – show that the working paper is completed
  • Uncompleted – show that the working paper is not completed
  • Checked – show that the working paper is checked
  • Not checked – show that the working paper is not checked
  • General settings – information about the working paper's completion and check
  • Edit structure – open the window for editing the settings of working papers' parameters
  • Description panel – description of the engagement file's sections and their elements
  • Show hidden documents – show all working papers marked as Invisible

Context Menu

Context Menu: Section

To open a section's context menu, right click in the section or within the blank space of the document.

The section's context menu gives access to the following actions:

  • Add from file – add a new working paper type File
  • Add link – add a new working paper type Link
  • Add section – add a new section to the engagement file
  • Create task – open the window for new task creation and attach the section to it
  • Load template data – load data from parametrised documents
  • Save template data – save data to parametrised documents
  • Save to folder – save the section and its subsections in a folder on your local computer

  • New working paper – open the list of working papers: Checklist, Program, Document, Spreadsheet, Link, Questionnaire, File, Lead Schedule

Context Menu: Working Paper

To open a working paper's context menu, right click on it.

Most actions duplicate the actions that are accessed through the toolbar buttons. The additional options are:

  • For File and Questionnaire:
    • Send by E-Mail – open the window for sending messages. The working paper will be included as an attached file.
  • For File and Lead Schedule:
    • Built-in form – open a built-in program form that displays all context menu parameters such as attached files, adjustments, information, etc.
  • For Link:
    • Load template data – load data from parametrised documents
    • Save template data – save data to parametrised documents
  • Settings – you can manage the users' access rights, and the visibility of sections and their elements
  • Create engagement file – you can save the engagement file in a folder in the form of files which can be opened without using the program