1. To start AuditDesktop, click the
icon on your desktop. The
Login window will appear.
- Program login is done through the following steps:
-
2.1. Select the database that you will work with.
2.2. Enter your username and password.
2.3. Click Login.
Tip
You can also log in the program with your OS credentials, without
entering username and password.
If you haven't set a database:
-
- Click the
button on the
Login window
* -*or- - After logging in, click the Databases button in the
Application menu. You can manage the list of databases in
the
Databaseswindow.
- Click the
The Databaseswindow that will appear allows you to manage
your list of databases.
-
Before starting an engagement, it is recommended that you fill in
some organisation data: -
3.1. Open the Settings tab.
3.2. Click the Organisation button.
4. The program supports several main Nomenclatures that facilitate
engagement performance. To edit them, go to:
-
-
Activities - employees can select their activity type which is
used when filling in their timesheets -
Job positions - the employees' start and end dates of employment
which affect the engagement team selection as well as Strategic
and Annual planning -
Tickmarks - you can define your own tickmarks which can be used
in Lead schedules and File / MS Excel documents
-
- Setting up System users / Employees - you can manage both system
users and employees who are not using the system, but who will be taken
into account during Strategic and Annual planning.
AuditDesktop allows you to add, edit and delete employees, as well as to
fill in additional information such as user accounts, job positions,
planned leaves, etc.
-
Method import - you can use the program's method import function
which allows for a quick and simple import of method files. -
Adding new Client(s) - you can add new clients, but also edit, delete
and organise your clients into hierarchical groups.
Tip
Right click on a client to access the Client context
menu. Its functions will help you manage client data,
select and edit engagements as well as add timesheets.
- Create new engagement - two engagement types are available:
-
- Project - with simplified functionalities
- Audit - all available project features, combined with
additional, audit-specific functions
- Select active engagement - click the Select button on the main
window. To open an engagement, choose one of the following ways:
-
-
Double-click with the left mouse button on the
engagement * * -
Select the engagement and click
**
Open ** -
Select the engagement and press F5 on the keyboard
-
Tip
You can use the predefined filters at the bottom of the screen to select
the engagement's visibility mode.