Summary
Learn how to view transactions categorized on different risk levels and how to leverage that information in an audit plan.
Overview
The transaction and entry details display the control points that contributed to each risk score, allowing deeper investigation of the data. From here you can add the entry to your audit plan or mark it as normal.
Go to the transaction details
From a transaction
From the data table, select a transaction to go to the details.
The transaction is highlighted in the details table. The transaction’s entries will also display on the details table for reference.
The MindBridge score is expanded, displaying all control points included in the score.
From an entry
From the data table, click on an entry to navigate to the details.
The entry will be highlighted in the details table. The transaction and other entries will also display on the details table for reference.
The available risk scores for the entry are displayed below the details table. The risk scores are collapsed so you can quickly compare scores. Expand the risk score to see the control points included in the score.
Navigate from within the details page
Select a transaction or entry within the details page to update the associated risk scores below the table. This will allow you to get a holistic view of risk for the transaction and its entries.
View control points in a risk score
To get more detail on a specific control point, select the information icon in the upper-right corner of the control point tile within the transaction's MindBridge Score. A pop-up window appears that displays additional context about why a control point did or did not trigger.
Add a transaction to the audit plan
To add a transaction to the audit plan, use the create task icon ( ) in line with the transaction on the details table.
A pop-up window appears within which you can add the following details:
- Audit Area (required)
- Sample name
- Assertions
- Description
- Assignee
Once you are satisfied, select Create task.
The transaction is added to the General ledger tab of the Audit Plan.
Mark a transaction as normal
To mark a transaction as normal, use the checkmark icon ( ) in line with the transaction on the details table.
A pop-up window appears within which you can add the following details:
- Audit Area (required)
- Sample name
- Assertions
- Description
Once you are satisfied, select Mark as Normal.
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