Audit User Manual(Admin)

8/12/2019 Audit User Manual(Admin)

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AuditUser Manual

Contents1. INTRODUCTION ................................................................................................................................. 3

2. GET STARTED ..................................................................................................................................... 3

Sign-in:..................................................................................................................................................... 3

3. Audit Control Home Page ................................................................................................................ 3

3.1. Internal audit Overview. .......................................................................................................... 4

3.2 Information of Upcoming Audits............................................................................................ 8

3.3 FAQS. ........................................................................................................................................... 9

4 Masters: ............................................................................................................................................... 9

4.1 Country Master: ....................................................................................................................... 10

4.2 Company Master: ..................................................................................................................... 11

4.3 Location Master: ...................................................................................................................... 13

4.4 Category Master: ..................................................................................................................... 14

4.5 Process area Master: .............................................................................................................. 15

4.6 Risk Factor Master: ................................................................................................................. 17

4.7 Quarter master: ....................................................................................................................... 19

4.8 Issue Classification Master:................................................................................................... 20

4.9 Department Master. ................................................................................................................ 215 My Task: ............................................................................................................................................ 21

5.1 Process risk assessment ........................................................................................................ 22

6 Audit Planning ................................................................................................................................. 25

6.1 Create Plan ........................................................................................................................... 25

6.2 Audit Plan Approval ............................................................................................................... 29

7 Audit Execution ............................................................................................................................... 31

7.1 Schedule Audits ................................................................................................................... 31

7.2 Audit Pre kick off ................................................................................................................. 32

7.3 Audit Kick off ........................................................................................................................ 34

7.4 Daily Update: ........................................................................................................................ 35

7.5 Audit Exit: ............................................................................................................................. 36

8 Reporting and Implementation.................................................................................................... 37

8.1 Audit Issue Reporting:........................................................................................................ 37

8.2 Follow up Implementation:............................................................................................... 40


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If user Login as auditor ........................................................................................................................ 41

If user Login as Process owner ............................................................................................................ 42

9 Document Center............................................................................................................................. 43

10 View ............................................................................................................................................... 44

10.1 Process Risk Assessment:.................................................................................................. 44

10.2 Audit Plan: ................................................................................................................................... 45

10.3 Plan Progress Report: .................................................................................................................. 46

10.4 Plan Track Changes: ............................................................................................................... 46

10.5 Issue Track Changes: .......................................................................................................... 47

11 Reports. ......................................................................................................................................... 48

11.1 List OF Open Issue: .............................................................................................................. 48

11.2 Audit Report: ........................................................................................................................ 49


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INTRODUCTION

This document is intended to guide the Admin user to enter master data

related with Audit Control.

1. GET STARTED

Sign-in:

a) Log on to Intranetusing your network credential.b)Enter URL of the Audit Control as provided.c) User will prompt for user name and password.d)Enter user name and password to login as admin.

2.Audit Control Home PagePath: http://........................................................

a) This is a Home page of Audit control.


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b)It contains different section. First section contains Internal auditOverview.

2.1.

Internal audit Overview.

It contains following 5 areas.

a)Mission and Objectiveb)IA (Internal Audit) Structure.c) IA (Internal Audit) Service Delivery Model.d)IA (Internal Audit) management Process.e)IA (Internal Audit) service offering.


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a) To view Mission and objective, click on the mission and objective, youwill see the information as mentioned in below fig.

b)To view IA Structure, click on the IA Structure, you will see theinformation as mentioned in below fig.


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c) To view IA Service Delivery Model, click on the IA Service Delivery Model,you will see the information as mentioned in below fig.


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d)To view IA Management Process, click on the IA Management Process,you will see the information as mentioned in below fig.

e) To view IA Service offerings, click on the IA Service Offerings, you will seethe information as mentioned in below fig.


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3.2 Information of Upcoming Audits.This section contains Information of Upcoming Audits. To view Details of

upcoming audit, click on Upcoming Audit.

Click On Upcoming Audit

to See the Audit Details


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3.3 FAQS.a.)Last section of Home page is FAQs about audit.

b.)Audit contains fivemain tabs. Masters My tasks View Reports Document Center

4 Masters:Path: Home Page>Masters.

a) It contains all the masters.b)Using masters, user can enter all the master data.

FAQs


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c) Under this tab, user will find several tabs. Country Master. Company Master.

Location Master. Category Master. Process/Area Master. Risk Factor Master. Quarter Master. Issue Classification. Department Master.

4.1 Country Master:Path: Home Page>Masters >Country Master.

Using add country master, user can enter the data for countries.

To add new record

a) This is the main screen of country master.b)It allows user to add, edit and delete country data in country master.


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c) To add the new country,enter country code and country name in textboxes and click on Submit button.

d)It will display message box confirming that country data has savedsuccessfully.

e)New data will be added in the grid below.

To edit the existing Record

f) To edit the exiting records, click on edit in the grid.g) After click on edit, the related data will fill in the text box, edit the

information and save it.

h)It will update the record.To delete the existing record

i) To delete the record, click on delete.j) It will show messages that Areyou sure to delete the record.k)Click ok to delete the record. After clicking on ok, it will delete the

record.

4.2 Company Master:Path: Home Page>Masters >Company Master.

a.)Using Add Companymaster, user can enter the company data.


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b.)This is the main screen of company master.c.) It allows userto add, edit and delete company data in company

master.

To add new Record

d.)To add the new company, select the country and fill the otherinformation. And click on save.

e.)It will show a message that added successfully.f.) It will update data in the grid below. In the grid, you can also see theother added companies.

To edit the existing record

g.)To edit the exiting records, click on edit in the grid.h.)After click on edit, the related data will fill in the text box, edit the


i.) It will update the record.To delete the existing record

j.) To delete the record, click on delete. It will show messages that Areyou sure to delete the record.


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k.)Click ok to delete the record. After clicking on ok, it will delete therecord.

4.3 Location Master:Path: Home Page>Masters > Location Master.

a.)Using add Location Master, user can enter the Location against thecompany.

b.)This is the main screen of Location master.c.)In the dropdown, those companies are bind which are adding in

company master.

d.)It allows user to add, edit and delete the Location in companyLocation master.

To add new record

e.)To add the new Location, select the Company, and fill the Name of theLocation and click on submit.

f.) It will save in location master and will also update in grid below.


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To edit existing record

g.)To edit the exiting records, click on edit in the grid.h.)

After click on edit, the related data will fill in the text box, edit theinformation and save it.

i.) It will update the record.To delete existing record

j.) To delete the record, click on delete.k.)It will show messages that Areyou sure to delete the record.l.) Click ok to delete the record. After clicking on ok, it will delete the

record.

4.4 Category Master:Path: Home Page>Masters >Category Master.

a.)Using Category Master, user can enter the Category data

b.)This is the main screen of Category master.c.)It allows userto add, edit and delete the Categories in Category

master.


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To add new record

d.)To add the new Category, write the category and categorydescription in the textboxes and click on save.

e.)It will save in category master and will also update in grid below.

To edit existing record

f.)To edit the exiting records, click on edit in the grid.g.)After click on edit, the related data will fill in the text box, edit the


h.)It will update the record.To delete the existing record

i.) To delete the record, click on delete.j.) It will show messages that Areyou sure to delete the record.k.)Click ok to delete the record. After clicking on ok, it will delete the

record.

4.5 Process area Master:Path: Home Page>Masters >Process area Master.

a.)Using Process area Master, user can enter the Processesthen Auditarea against Process and Scope against the Audit area.

b.)This is the main screen of Process area master.c.)It allows userto see the audit area against the Process, scope against

the audit area, also it allows Admin to add, edit and delete the

Process, audit area and Scope.

d.)If you want to see the audit area against the Process, click on theprocess name.


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e.)You will see the Audit areas against that process.

f.)If you want to see the Scope against the Audit area, click on the Auditarea.

g.)You will see the scope against that Audit area.

To edit the existing record

h.)Now, to edit the exiting Process, click on edit in the grid.i.) After click on edit, the related data will fill in the text box, edit the

information and update it.

Audit area against the

related the process.

Scope against Audit

area process.


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j.) It will update the record.To delete the existing record

k.)To delete the record, click on delete.l.) It will show messages that Areyou sure to delete the record.

m.) Click ok to delete the record. After clicking on ok, it will delete therecord.

n.)Same Procedure will be followed to edit and delete the audit areaand scope.

4.6 Risk Factor Master:Path: Home Page>Masters >Risk Factor Master.

a.)Using add Risk Factor, user can enter the Risk and weightage as High,medium or low.

b.)This is the main screen of Risk Factor.To add new record


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c.)It allows user to add, edit and delete the Risk in Risk factor master.d.)To add the new Risk, write the risk name in text box, select the

weightage as Low, medium, high, and click on submit.

e.)It will save in Risk factor master and will also update in grid below.f.) In grid view, weightage, with color coding and related rating will beupdated.

To edit the record

g.)To edit the exiting records, click on edit in the grid.h.)After click on edit, the related data will fill in the text box, edit the


i.) It will update the record.To delete the record

j.) To delete the record, click on delete.k.)It will show messages that Areyou sure to delete the record.l.) Click ok to delete the record. After clicking on ok, it will delete the

record.


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4.7 Quarter master:Path: Home Page>Masters >Quarter Master.

a.)Using Quarter master, user can calculate the start and end time ofeach quarter.Quarter masters have to be created without which audit

process cannot proceed. Therefore, prior to plan creation user must

check whether valid quarter masters exists. If not, then they should

be created.

b.)This is the main screen of Quarter master.c.)The default Start and end dates of quarters are defined here for each

period.To enter new quarter period

d.)If user wants to add new quarter period then he can select the dateand click on calculate.

e.)It will calculate the date duration according to user.f.)Now click on submit to save this quarter details.


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g.)It will show a message that saved successfully.h.)There can be only one period for one time interval.

4.8 Issue Classification Master:Path: Home Page>Masters >Issue Classification Master.

a.)Using Issue Classification, user can add the Classification.

b.)This is the main screen of Issue Classification.c.)It allows user to add, edit and delete the Classifications. You can also

see the Sub classification against the classification.

To add the new record

d.)To add the new Classification, fill the Name of the Classification andclick on submit

e.)It will save in Classification master and will also update in grid.To edit the new record

f.)To edit the exiting records, click on edit in the grid.g.)After click on edit, the related data will fill in the text box, edit the

information and save it.h.)It will update the record.i.) To delete the record, click on delete.j.) It will show messages that Areyou sure to delete the record.k.)Click ok to delete the record. After clicking on ok, it will delete the

record.


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l.) To see the sub classification against the classification click on theclassification. You will see the sub classification.

m.) It allows user to add, edit and delete in the same way as inclassification.

4.9 Department Master.Using this page user can add/delete department.

5 My Task:


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Path: Home Page>My Task.

a) Under My task tab, it contains all the Tasks which will be processed byuser.

b)Here tasks will be defined by Permission wise.c) Below tabs can found under this.

a. Process risk Assessment.b. Audit Planning.c. Audit Execution.d. Reporting and Implementation

d)First link is Process risk Assessment.5.1 Process risk assessment

Path: Home Page>My Task >Process risk assessment.

a) Under My task Tab, user will get Process Risk Assessmentas first tab.Process risk assessment is used for the defining weightage for each risk

for process in particular year. We will calculate the Blended risk for a

process. This calculation is yearly based.

b)This is the main screen.


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c) First, select the company, after selecting the company; Locations willbind, user can select one or more locations.

d)It allows user to select one or more Locations for risk rating.e) User can select existing assessment period (Where already some

assessments are saved for some process in that period) or select Insert

New item for new assessment.

f) Select the valid date (If user have select Insert New item). Risk ratingcan be calculated for current year so both dates will be within the

current year.

g) Select the Process name.h)After selecting the process, risks related to that process will bind.

i) These are risks related to that process. Here user have to fill the ratingsagainst these rating should be between 1 to 3.

j) If user will try to enter the risk greater than 3 it will show a messagethat user can enter the entry between 0 to 3.

k)User has to give rating and comments against every process.l) After give all the ratings click submit.m)It will show a message that Risk rating for selected process is saved

successfully.

Locations against Company


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n)After clicking ok. It will show the risk value against every process.

o)Blended risk rating is value calculated here.

p)It shows red color here because risk rating is calculated as high.q)

The formula is applied for average risk rating is ,

BlendedRisk Rating= (Original weightage* Original weightage)/ Original

weightage

Where Original weightage = Sumof risk rating which are Predefined.

Actual weightage = Sum of risk rating which are decided by user.

Blended Risk


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r) If Risk Rating is already calculated for any process, then when userselects the process the risks with rating will shown.

6 Audit Planninga.)The second tab is Audit Planning.b.)It contains two tabs.

Create Plan. Audit Plan Approval.

6.1 Create PlanPath: Home Page>My Task >Audit Planning>Create Plan.

a.)Under Audit Planning Tab, the First tab is Create Plan. It allows user tocreate audit plan.

b.)Select the Entity.


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g.)User can change the plan details and update it or copy the existing plandetails to current plan.

h.)If user wants to copy the exiting plan, click on copy exiting Plan.

i.) Select the Plan and click on copy.j.) Below is the selected process related to selected audit plan no., It allows

user to edit the process or delete the process.

k.)To delete the process, click delete link of the selected process.l.) Now select the Process by clicking on the process.J.) After selecting the location, process, Category existing audit No. onselected location, and audit areas will bind.

k.) User can select existing audit no available in selected location or can

create new audit no.

Here Process of related Audit No.

will bind.

Related Details

of that AuditPlan.


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m.) Now select the quarter and Process owner. Quarter can onlyselect if that quarter details saved in Quarter Master and Quarter start

date greater then today

n.)To select the process owner, user can use two options. Either user canenter the name and verify it by clicking on the first icon.

Selected process of that area.


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o.)User can also search the owner by clicking on the second option. p.)When user selects the owner, his/her e-mail id will show below.q.)User can only select one category for each audit.

6.2 Audit Plan ApprovalPath: Home Page>My Task >Audit Planning>Audit Plan Approval.

a.)Under Audit Planning Tab, the Second tab is Audit Plan Approval.Here documents approved by CEO, CFO and audit committee will be

uploaded, approve their documents and publish their documents.

Here user can also see the approved plans.

Click here to verify the owner


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b.)Above is the Audit Plan approval Process Screen.c.)First select the Audit plan.d.)User can see the related documents.e.)Documents approved by CEO will be saved approved or published

here.

f.)User can also see the previous documents approved by CEO, CFO orAudit committee.

g.)Upload the documents approved by CEO, CFO and audit committeeby clicking on brows and then save.

h.)Approve button will disable until all three documents will save.i.) After uploading the documents, click approve button to approve

these documents.

j.) When you click on approve button, it will ask you for sure or not.k.)Click ok to approve the document.l.) User can publish these documents by clicking on Publish button.m.) Publish button will appear after click on approval.n.)After clicking on publish it will ask for sure or not.o.)After click on publish, it will show a message that your plan is

successfully published.


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f.)After selecting the plan, Entity and plan scheduling will bind.g.)User can see the process name, owner, quarter, Location, start

date and end date (if declared).

h.)If start and end date is notdeclared, user can schedule the date. i.) If start and end date is not declared, user can schedule the date. j.) If user select the wrong date i.e., end date is less than start date, it

will show a message that start date should be less than end date.

k.)Once start date and end date is declared, it will not be editable,you can only reschedule it.

l.) To reschedule date, choose the date and Click on scheduleprocess.

m.) Reschedule date should be greater than start date otherwiseit will show a message.

n.)After schedule the process, it will show a message that scheduledsuccessfully.

o.)After schedule the process, it will show a message that scheduledsuccessfully.

p.)User can schedule one audit at only one time, but reschedule anynumber of time before Pre Kick-off

7.2 Audit Pre kick offPath: Home Page>My Task >Audit Execution>Audit Pre kick off.

a.)Under Audit Execution Tab, Second tab is Pre kick off meeting.b.)This will schedule before the execution of audit Process.


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c.)This is the main screen of Pre kick off.d.)First select the audit plan. Without selecting the audit plan, you

cannot select the Location and Audit No.

e.)Select the Location. On selection of Location the audit no. will display.f.)Select the Audit no. and scheduled Process will bind.g.)If pre kick off for that process is already executed, then it will show

the RCM file and audit file.

Documents of that plan.


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h.)You cannot again upload the documents .these fields will be hidden,and show a message that pre kick off is already executed.

i.) You can also see or download these documents.j.) If pre kick off is not executed, then user can upload the documents

and start pre kick off process.

7.3 Audit Kick offPath: Home Page>My Task >Audit Execution>Audit Kick off.

a.)Under Audit Kick off tab, sixth tab is Kick off.

b.)This is the main screen of Kick off meeting.c.)First you select the audit plan. Without selecting the audit plan, you

cannot select the Location.

d.)After selecting the Audit plan, select the Location and then select theAudit no.

e.)After select the Audit no., Process of that Audit No. will bind.f.) If kickoff for this process is executed, the documents and details for

this process will show, and save button will disable that means you

cannot execute kick off for this process.


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g.)You can also download document.h.)Fill the needed information, upload the Audit issues and save the

data.

i.) It will update the Issues raised during audit.

7.4 Daily Update:Path: Home Page>My Task >Audit Execution>Daily Update.

a.)The Fourth tab is Daily update.b.)When audit Process starts, user will have to give daily update.

Without giving daily update, user cannot exit from audit process.

n.)This is the main screen of Daily update.o.)Select the audit plan, and then Location, then Audit no.,p.)After selecting the Audit No., Process of that Audit No. will displayq.)Select the date.r.)If you check the date range. You will have to select the To date.s.)If there is any update select the option Yes. User will get an option

to upload the document.

t.)Click on Submit Button. Daily update will be saved.u.)There is certain validation like, there should be daily update from

kick-off date to today, date should be continues. You can upload any

number of documents for single day and also for date range.


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7.5 Audit Exit:Path: Home Page>My Task >Audit Execution>Audit Exit.

a.)The Fifth tab is Audit Exit.b.)After audit Process completion, user will go to Audit Exit Page to end

that audit process.

c.)This is the main screen of Audit Exit Process.d.)Before giving daily updates for running audit no., you cannot exit

from that audit no.

e.)First, select the Audit Plan; Select the location and Audit No.f.)After selecting the Audit No., process of that Audit process will bind.g.)All daily update for the process is not given by the user, so it is

showing a message that Still days pending for Daily Updates.

h.)After clicking on ok, it will show a message that all daily updates arenot given and also it gives the related documents.i.) User will get RCM Sheet, AP Sheet and MOM Sheet (Minutes of

Meeting).

j.) User will also update the documents for daily updates.k.)For a process, user can exit in current date or any date after the kick

off meeting.


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l.) If user wants to exit in current date, then update all the daily updatesand upload the related documents.

m.) If user want to exit in back date that should be after Kick off date,the user will have to select the option for exit in old date.

n.)User will get option to select the date.

8 Reporting and Implementationa.)Fourth tab is Reporting and Implementation.b.)It contains two tabs. Audit Issue Reporting. Follow up Implementation.

8.1 Audit Issue Reporting:Path: Home Page>My Task >Reporting and Implementation>Report Audit

Issue Reporting.

a.)The First tab is Audit Issue Reporting.b.)We update the audit issues raised during the execution of Audit

after exit.

c.)First, select the Audit Plan; Select the location and Audit No.d.)After selecting the Audit No., process of that Audit No. will bind.e.)Select the process.


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f.)Now user should upload Issue document (Based on the templateprovided), after click Save Issue Data it will prompt for Annexuredoc if mentioned in issue doc, after that click on Save All Data

g.)There is another option for enter issue using manually (Bychecking Manual UploadButton)

h.)After submitting final issue data ,page will look like below


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i.) Now Auditor/process Owner can click view/Edit link (Right end)to view issue detail (Issue Owner) or to view and update issue

detail (Auditor).

j.) This page is user specific, Issue owner, Delegate, joint, jointdelegate owner can only view their issue, but the Auditor can

update also.

k.)After upload issue the first step for Auditor is to assignresponsibility to user by entering user name in Process owner,

Delegate, joint, joint delegate owner text box also complete other

mandatory field and then click Next/Update button.

l.) After filling all mandatory fields in all issue for particular ProcessAuditor need to click submit button (This button will only visible

if all issues are updated) for final Issue submit so all issue are

visible for other user.


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m.) Now all owner will got mail regarding there responsibilityon issue for further processing.

8.2 Follow up Implementation:Path: Home Page>My Task >Implementation and Reporting>Audit Issue

Follow up.

a.)The Second tab is Follow up Implementation.b.)User (Auditor/Issue owner) can update issue status.


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c.)This is the main screen of Audit Issue Follow UP.d.)First select the Audit Plan, Then Location and then Audit no. User

will Process of that audit no.

e.)It allows user to view or edit the Issue by clicking on view/editoption.

f.)User will get the edit screen.g.)There are two panels, left side is for Auditor and second side is for

Process owner.

h.)If user login as auditor then Process owner side will be disableand if user login as Process owner then Auditors panel will be

disabled. Here user login as Auditor so Process owner s panel is

disable.

If user Login as auditor

a.)If user login as Auditor, then user will get the first choice option asAuditor Update status. This option has four choices.

Implemented. Partially Implemented. Not Implemented. Considered closed.

b.)If user selects the first optionImplemented, then user can editonly Auditor Remark, Completion Evidence, Justification and

revised date.

c.)If user selects the option Partially Implemented, then user canedit the options Percentage Completion, Auditors Remark,

Justification and Revised Date.

d.)If user selects the option Not Implemented then user can editAuditors Remark, Justification and Audit Plan.

e.)If selects the option Considered closed then user can editAuditors Remark, Completion evidence, Justification.

f.)After editing, click on update auditor Status.g.)This will update the Audit Issue.


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If user Login as Process owner

a.)If user login as Process owner then Process owners screen will beenabled.

b.)User will get the first choice option as Self Update status. Thisoption has four choices.

Implemented. Partially Implemented. Not Implemented. Considered closed.

c.)If user selects the first option Implemented, then user can editonly Completion Evidence, Self Remarks.

d.)If user selects the option Partially Implemented, then user canedit the options Percentage Completion, Justification, Action Plan

Revised Date and Self Remarks.

e.)If user selects the option Not Implemented then user can edit,Justification, Action Plan, Revised Date and Self Remarks.

f.) If selects the option Considered closed then user can editCompletion evidence, Self Remarks.


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g.)After editing, click on update Self Status.h.)This will update the Audit Issue.i.) All the common field in grid will show last updated statusj.) Using this screen issue owner/Joint owner can set delegate owner

for selected issue.k.)If any update done by issue owner/Delegate then mail will send toJoint/Delegate if they exist.

l.) Both type of user can view other type of users updated data.m.) There is Revise Target Date and it is mandatory if Due date

is crossed other wise is optional.

n.)Ones Auditor set status of any issue to Completed then issueowner will not able to update any information further in that

issue.

9 Document CenterPath: Home Page>Document CenterUnder this tab user canget the Uploaded Documents.

a.) Using this screen user can open any folder of particular plan for uploadingdocuments


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10ViewPath: Home Page>View.

a.)The main last tab is View.b.)User can view all the Plans.

c.)Under this tab user will find the following tab. Process Risk Assessment Audit Plan. Plan Progress. Plan track Changes. Issue Track Changes.

10.1 Process Risk Assessment:Path: Home Page>View>Process Risk Assessment.

a) Process Risk Assessment Contains the details of that risk.b)This is the Main Screen. Here select the Company.c) It will give the year and status of that process.

d)Click on Year. It will Show the Process name, Location andCalculated Blended Risk.

e) Slick on Process it will redirect you to Process risk Assessment inMy Task tab.


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10.2Audit Plan:Path: Home Page>View> Audit Plan.

a.)Audit plan contains the details of audit plan such as valid datestatus etc.

b.)This is the main screen of View audit plan. Here user can get theplan current status(Till Publish) andplan scheduled date etc. User

can freeze plan also from here.

c.)To view the complete details, user has to click on view link.d.)By clicking on view, user can view the complete detail of all

processes.

e.)If user wants to see the documents, click on view documentsoption.

f.)User will get all the documents of that process.


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10.3 Plan Progress Report:

Path: Home Page>View>Plan Progress Report.

a.)This is the main screen of Plan Progress report.b.)Select the Plan id. And click on view.c.)User will get Progress report of audit plan.d.)User can export this report in excel by clicking on Export to excel.

10.4 Plan Track Changes:Path: Home Page>View>Plan Track Changes.

a.)User can see the changes details done in Plan during processing.


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b.)Select the plan ID, from and to date and Click on View changes.c.)User can also export the Changes in Excel.

10.5 Issue Track Changes:Path: Home Page>View> Track Changes.

a.)It allows user to view the changes done in audit issues duringfollow-up and issue reporting.

b.)User will find the report in excel sheet.

c.)This is the main screen.d.)Select the plan ID and click on View changes.


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e.)User will find this excel sheet.

11Reports.Path: Home Page>Reports.

a.)Under this tab user will find the following tab. List of open Issue Audit Report.

11.1 List OF Open Issue:


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Path: Home Page>Reports >List of Open Issue.

a.)Select the plan ID and click on View report.b.)User can view his open issue in grid.c.)User can also find the report in excel sheet by clicking Export

to Excel button.

11.2 Audit Report:Path: Home Page>Reports >Audit Report.

a.)With the help of this report user will get the audit Issue report on thebasis of issue uploaded earlier.

b.)Select the plan ID and click on View report it will display report on grid.c.)

User can also export the same report by clicking export to excel button.


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