Audit Organization
What functionality can customers leverage in the Audits experience to organize / categorize their audits?
Folders
What spreadsheet is crucial to the audit reporting process that ties the database data to the audit files that we will add to the customer's Audit Template folder?
Report Source Data - Connected Sheet
What customer facing tool can be leveraged for bulk data creation?
Report Based Import
The Simple and Testing Enabled forms are driven by what data type?
Procedure
What are the two default procedure types that are included in the audit shell account?
Simple and Testing Enabled
What file consolidates and presents audit testing results across all audits for a given period of time?
Quarterly Audit Committee Report
What key data types are used to document audit findings?
Issues and Action Plans
How do you change a multi-select drop down to a single-select drop down field?
Add "single: true" to edge in model
Planning, Fieldwork, Reporting, and Wrap-up are common examples of what audit hierarchy element used to organize procedures?
Phases
What functionality can we leverage to tie the Announcement Memo document, Audit Report document, and Report Data Source - Connected Sheet spreadsheet to their associated audit?
Connected Files
When customers want to import all of their historical issue and action plan data, this may result in problems tied to what common pit fall we see in audit builds as a result of data limit considerations and potential report latency?
Sustainability
What model component would be required for Issue Aging tracking?
Graph Calc
What element in the audit hierarchy can add additional organization to the procedures but is not required?
Phase Groups
What aspect of the audit process do the Risk Assessment and Audit Plan files relate to?
Audit Planning
An Audit Universe listing commonly contains what kind of supplemental data?
When a customer requires additional fields to be added to their Audit Information form, what data type would you modify in yaml to drive the form updates?
Audit Program
What data type can be leveraged when different information (beyond a few fields) is captured at the Audit Information level?
Audit Program Type
Two or more connected sheet spreadsheets would be helpful in what situation(s)?
Updates to the linked files happen on different frequencies (ie Audit Report vs. Audit Commitee Deck) or different audit templates are leveraged
What two customer facing data types drive time tracking and resource planning within the Planning experience?
Project and Project Activity
In what situation would you follow these steps?
1. Navigate to Data > Form Definition
2. Open either the Simple or Testing Enabled procedure form definition record
3. Duplicate the record
4. Update the Name field of the new form definition record that will resonate with the customer as they will see this when adding procedures to their audits
5. Modify the form definition of this new record accordingly
When a customer needs a new Procedure Type