Audit Report Templates

{planning.name}

Name of the Audit Plan.

{planning.description}

Plan description.

{planning.status}

Plan status.

{planning.date}

Plan date (configurable format in template).

{planning.planningMethodology}

Planning methodology.

{#planning.riskAnalysis}

• {analysis.name}

{/}

List of risk analyses associated with the plan.

{#planning.roles}{role.name} {/}

List of roles in the Audit Plan.

{#role.employees}

• {employee.name} {/}

List of employees for that role. For example, if a bullet list is desired.

{#planning.items}

Start of the list of items associated with the plan.

{item.name}

Name of the associated item.

{item.category}

Item category.

{item.riskAnalysis}

Risk analysis associated with the item.

{item.associateWorks}

Audit works associated with the item.

{item.dim_alias.dimension.value}

Value of the item's dimensions, using the alias configured in the methodology.

{/}

End of the list of items associated with the plan.

{#planning.auditWorks}

Start of the list of works associated with the plan.

{auditWork.name}

Name of the audit work.

{auditWork.type}

Type of work.

{auditWork.responsible}

Responsible for the work.

{auditWork.status}

Work status.

{auditWork.description}

Work description.

{auditWork.date}

Work date.

{#auditWork.items}

• {item.name}{/}

Items associated with the work with bullets.

{auditWork.scheduledStartDate}

Scheduled start date.

{auditWork.scheduledEndDate}

Scheduled end date.

{auditWork.actualStartDate}

Actual start date.

{auditWork.actualEndDate}

Actual end date.

{auditWork.progress}

Work progress (percentage).

{auditWork.auditPlan}

Audit Plan to which the work belongs.

{/}

End of the list of works associated with the plan.

{AuditWork.alias}

Configurable work field, using the alias defined in Settings > Audit Methodologies > General

{AuditWork.name}

Work name.

{auditWork.type}

Type of work.

{auditWork.responsible}

Responsible.

{auditWork.description}

Description.

{auditWork.objectives}

Objectives.

{auditWork.requester}

Requester.

{auditWork.status}

Status.

{auditPlan}

Associated audit plan.

{auditWork.expectedStartDate}

Expected start date

{auditWork.expectedEndDate}

Expected end date.

{#auditWork.workTeams}

Start of the work team list.

{workTeam.role}

Role within the work team.

{workTeam.employee}

Employee associated with the role.

{workTeam.type}

Types of auditor.

{workTeam.plannedHours}

Planned hours for that member.

{/}

End of the work team list.

{#auditWork.documentations}

Start of the documentation list

{documentation.name}

File name.

{documentation.extension}

File extension.

{documentation.date}

Date.

{documentation.description}

Documentation description.

{/}

End of the documentation list

{auditWork.executionMethodologies.items}

Execution methodology for Items.

{auditWork.executionMethodologies.risks}

Execution methodology for Risks.

{auditWork.executionMethodologies.controls}

Execution methodology for Controls.

{#auditWork.scope}

Start of the Scope list.

{item}

Item included in the scope.

{category}

Item category.

{categoryPath}

Category path / hierarchy.

{riskAnalysis}

Risk analysis associated with the item.

{dim_alias.dimension_name}

Name of the item's dimensions (methodology alias).

{dim_alias.dimension.value}

Item dimensions (methodology alias).

{dim_alias.dimension_alias}

Alias of the item's dimensions (methodology alias).

{/}

End of the Scope list.

{#auditWork.scope}
{#dimensions}{dimension_name}{/}

Example List of dimensions by item.

{#auditWork.scope}{item}

{category}

{riskAnalysis}

Alias: {dim_U1.dimension_alias}

Name: {dim_U1.dimension_name}

Value: {dim_U1.dimension_value}

Goods delivery service

Services

Operational risk analysis

Alias:U1

Name: Item risk

Value: Medium

Technical support service

Services

Operational risk analysis,

Security risk analysis

Alias:U1

Name: Item risk

Value: High

{#auditWork.executionItems}

Start of the list of execution items for the work.

{executionItem.name}

Item name.

{executionItem.category}

Item category.

{executionItem.categoryPath}

Category path / hierarchy.

{executionItem.riskAnalysis}

Risk analysis associated with the item.

{#executionItem.dimensions}

Start of the list of execution dimensions for items.

{dimension_name}

Dimension name.

{dimension.value}

Dimension value.

{dimension_alias}

Control dimension alias.

{/}{/}

End of the list of job execution items and the list of dimensions.

{#executionItem.risks}

Start of the list of execution risks for the work.

{risk.name}

Risk.

{risk.taxonomy}

Risk grouping (taxonomy).

{risk.riskAnalysis}

Risk analysis associated.

{#risk.dimensions}

Start of the list of execution dimensions for risks.

{dimension_name}

Risk dimension name.

{dimension.value}

Risk dimension value.

{dimension_alias}

Control dimension alias.

{/}{/}

End of the list of job execution items and the list of dimensions.

{#executionItem.controls}

Start of the list of job execution controls.

{control.name}

Control name.

{control.riskAnalysis}

Risk analysis associated with the control.

{#control.risks}

- {risk.name}{/}

Start and end of the list of risks associated with the control.

{#control.dimensions}

Start of the list of control execution dimensions.

{dimension_name}

Control dimension name.

{dimension_value}

Control dimension value.

{dimension_alias}

Control dimension alias.

{auditWork.project.level}

Level

{auditWork.project.name}

Project name.

{auditWork.project.remainingDays}

Remaining days.

{auditWork.project.expectedStartDate}

Expected start date.

{auditWork.project.expectedEndDate}

Expected end date.

{auditWork.project.realStartDate}

Actual start date.

{auditWork.project.realEndDate}

Actual end date.

{auditWork.project.estimatedTime}

Estimated time.

{auditWork.project.dedicatedTime}

Dedicated time.

{auditWork.project.estimatedCost}

Estimated cost.

{auditWork.project.realCost}

Actual cost.

{#auditWork.project.tasks}

Start of the list of project tasks.

{task.level}

Task level in the tree.

{task.name}

Task name.

{task.description}

Description.

{task.type}

Type.

{task.responsibles}

Responsibles.

{task.remainingDays}

Remaining days.

{task.requestDate}

Request date.

{task.expectedStartDate}

Expected start date.

{task.expectedEndDate}

Expected end date.

{task.realStartDate}

Actual start date.

{task.realEndDate}

Actual end date.

{task.estimatedTime}

Estimated time.

{task.dedicatedTime}

Dedicated time.

{task.estimatedCost}

Estimated cost.

{task.realCost}

Actual cost.

{task.status}

Status.

{task.priority}

Priority.

{task.progress}

Progress percentage.

{/}

End of the list of project tasks.

{#auditWork.workingPapers}

Start of the list of working papers.

{workingPaper.code}

Working paper code.

{workingPaper.name}

Working paper name.

{workingPaper.type}

Working paper type.

{workingPaper.description}

Description.

{workingPaper.attachment}

Associated attachment.

{#workingPaper.relatedRecords}

• {name}
  {/}

Start of the list of related records.

{/}

End of the list of working papers.

{#planning.roles}{role.name}

{role.employees|join:' - ' }{/}

Audit Team

Cristina R.- Pedro S.- Elena P.

Workflow Role

Daniel T - Ana M. - Diego R.