AuditDesktop allows working on only one active engagement at a time. By
selecting an engagement as active, the program opens it to allow working
on it. This limitation is necessary so as to prevent any confusion for
the users while they are working on several engagements. If you open a
second engagement simultaneously, the program will display a dialog
window which will inform you that all windows of the current active
engagement must be closed before you proceed any further.
To select an active engagement, click the Select button located in the
main window. When selecting an active engagement, tabs containing its
entire data will appear (Audit, Risks, Reports, and Statements).
To open an engagement, perform one of the following actions:
-
Double click the engagement with the left mouse button
-
Select the engagement and click
Open -
Select the engagement and press the Ctrl+O keyboard shortcut
Note
Users can see only the projects and audits whose teams they participate
in.
¶ Search
In cases when there are large numbers of engagements, AuditDesktop
offers a quick search option. The field helps you browse through the
list of all engagements by entering keywords or phrases which are
characteristic of the engagement that you are looking for. For a quick
access to the search option, you can also use the Ctrl+F keyboard
shortcut.
By clicking the button located in the bottom toolbar, the engagements
will be arranged into a tree-like list, depending on the connections
that exist between them. This also helps with searching, especially when
creating subsequent engagements to the same client.
¶ Predefined filters
AuditDesktop offers predefined filters that have the following
functions:
State - only one filter can be active at any time:
All - displays all
engagements, regardless of their state
Active - displays only
active engagements
Completed - displays only
completed engagements
Planned - displays only
planned engagements
Engagement type - only one filter can be active at any time:
- All - displays all
engagements, regardless of their type 
Audits - displays only the
audits
Projects - displays only
the projects
Audit types - one, several, or all filters can be active at once:
Initial
Subsequent
Intermediate
Follow-up
Other