0
21.1.2
Zurich Patch 4, Zurich, Yokohama Patch 9, Yokohama Patch 6, Yokohama Patch 2, Yokohama, Xanadu Patch 9, Xanadu Patch 4, Xanadu, Washington DC Patch 7, Washington DC Patch 5, Washington DC Patch 3, Vancouver Patch 9
The Audit Management Workspace is a single-pane view for an audit supervisor and auditor to view the overall audit timeline and status, track budget and resources for engagements, track high-priority observations and issues, and monitor ongoing control testing and audit task progress. The workspace lets the audit supervisors decide what to audit, assign budgets and resources to audits, and track how the audits are going. Auditors can test the effectiveness of controls, request evidence, create observations, and complete other audit activities. Using the central issue management capability, they can also define the remediation plan of action and follow up on issues to ensure that the gaps are fixed as quickly as possible.
Highlights of the Next Experience:
- A default home page for each user persona displays actionable insights and quick links.
- A well-organized navigation menu lists the modules based on each user's needs.
- Reimagined page layout for an improved experience for practitioners, business users, and executives.
- A holistic view and actionable insights of record pages specific to what's being viewed.
- 360° view of relationships.
- Personalized homepage for audit supervisors to manage their work better.
- Personalized homepage for auditors to manage their work better.
- Consolidated tasks landing page to manage all the tasks assigned to the users and their groups.
- Centralized compliance and risk library.
- Audit scoping, planning, and execution.
- Control design and operating effectiveness testing, process walkthroughs, interviews, and other audit activities.
- Continuous monitoring of controls through key indicators and evidence collection.
- Issues landing page for managing and remediating observations and issues.
New:
- Added Audit Period Start and Audit Period End fields to Engagement records to enable auditing of past or future periods within an ongoing engagement.
- Authority document, citation and control objective lists visible for feature roles.
Changes:
- Engagement planned start dates and end dates behaviour has been changed to remove rollups on the basis of Audit tasks.
Fixed:
- Fixed CORAL theme issues on engagement overview page.
- Fixed Polaris dark theme issues.Fixed security defects.
Following GRC applications must be installed and active:
- GRC: Audit Management (com.sn_audit)
- GRC: Common Workspace Elements (com.sn_grc_workspace)
Permissions and roles:
- Role required to install the app: System Admin (admin)