Propose, approve, launch, and close audit plan

These sections describe the process involved in completing an audit plan workflow.

Propose

  1. Select Propose to submit the audit plan for review.

    The status of the audit plan is now Pending approval.

    Note

    • This action only changes the status of the audit plan. When in Pending approval or Approved status, you can export this proposed plan in PDF format to share with stakeholders and receive feedback.

    • You must include at least one audit and fill all the required fields to complete this action.

    • If you have not allocated the audit plan’s total hours, the app informs you that you have remaining budgeted hours for the audit plan.

    • If you have over allocated the audit plan’s total hours, the app informs you that the Audit’s budgeted hours exceed audit plan budget.

  2. Reviewers can request changes and to process those requests, select Revert to draft.

  3. Optional: In the Comment field, enter a comment to provide information about the modification.

  4. Select Revert.

  5. After you have made the requested changes, select Resolve.

Approve and launch

  1. After you receive approval, select Mark as approved.

    The status is now Approved.

  2. After you mark it as approved and select Launch to begin implementing the audit plan.

    The status changes to In progress.

Note

  • If you attempt to launch the audit plan before its start date or after its end date, a warning message displays that you can only launch Audit plans if the current date is between the audit plan's start date and end date.

  • In this case, you can select Revert to draft and change the date to launch the audit plan from the current date.

Close

  • When the audit plan is implemented, select Close audit plan and select Close.

    The status shows Closed.

Note

If you attempt to close the audit plan before its end date, a warning message displays with an option to close the audit plan.

If you select Close, the audit plan status becomes Closed.