New features in GlobalSuite - Audit Management
Assistance in evaluating Audit Planning
In this version, we have introduced improvements in the Audits module, specifically the "Copy Assessment" functionality, designed to optimize and streamline audit planning. These improvements are aimed at Auditors, allowing them to copy manual assessments between different records, thus facilitating the management of large volumes of data.
Main features
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Copy Assessment:
The values of the manual dimensions of the planning elements can be copied. To do this, first, the 'source' element must be selected using the check, and then, with the 'Copy Assessment' option, this element will be fixed in the table header to use it as a reference.
When the source element is fixed, it is removed from the list of elements. While it is fixed, it is possible to apply filters and sort the table to facilitate the search for specific elements.
After pressing Copy Assessment, the options in the table toolbar will change, showing those related to the assessment copy enabled.
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Show Dependencies:
When selecting the original element, the option "Show > Dependencies" will allow viewing the dependent elements, facilitating the understanding of the relationships between records.
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Paste Assessment:
The assessments of the original element can be pasted into all or several visible records in the table. If filters are applied, it will only paste into the visible elements.
Only manual dimensions will be copied; automatic ones must be updated manually using the "Calculate Planning" option.
For more information about the Audit Management module of GlobalSuite®, you can view the corresponding manual in our Resource Center.