Summary

Procedures is used to guide auditors through repeatable workflows within General Ledger (GL) analyses. Procedures provide step-by-step navigation, track progress, and document work as it happens. Admins can define procedures from scratch or start from MindBridge templates such as Journal Entry Testing (JET) and Sampling approaches. Auditors can launch these workflows directly within analyses, making audit work more consistent, efficient, and easier to document.

Procedures also support notes, activity logging, and export to Excel, ensuring work is documented for audit files.

Learn more about Procedures below.

Overview

Procedures allow you to:

• Launch guided workflows from within analyses
• View a list of steps with descriptions and action buttons
• Navigate directly to the correct analysis page for each step
• Mark steps complete as work progresses
• Minimize and reopen the Procedures sidebar without losing context
• Switch views in the sidebar (In progress, All procedures, Start new)
• Add notes and review the Activity Log for audit documentation
• Export notes and activity logs to Excel
• Add notes and automatically log activity for audit files
• Export notes and activity logs to Excel
• Resume in-progress procedures at any time
• Auto-create procedures that are always required in every analysis

Procedures panel

The Procedures panel appears on the right side of an analysis.

• Each step includes a description and buttons to either navigate to the relevant page or mark the step complete.
• Use the kebab menu to switch between views: In progress, All procedures, or Start new.
• Select X to minimize the panel while keeping your procedure active.

Progress is saved so you can close MindBridge and return later without losing your place.

Log and document work

Use the panel tabs to capture work as you go:

• Notes: Record conclusions and evidence for each step
• Activity Log: Automatically records who completed each step and when

Export notes and activity

Select Export in the Procedures panel to download Notes and Activity Log to Excel. The export reflects the current procedure context and can be added to the audit file.

Create and manage Procedures

Admins can define firm-specific workflows within the library settings.

1. Go to Admin > select a Library with GL analysis type.
2. Open General Ledger > Procedures tab.
3. Select Create.
4. Choose:
   1. From scratch: Build each step manually.
   2. From template: Start from a MindBridge template such as Journal Entry Testing (JET) or Monetary Unit Sampling (MUS).
5. Configure each step with a Title, Description, and when creating from scratch, a Primary action.
6. Optional: Enable Auto-create so a procedure is created automatically in every analysis.
7. Select Save to save your Procedure.

Use Procedures

Auditors can start or resume procedures from multiple entry points:

From top-level navigation

• Select a recent procedure from the top panel or use the table at the bottom to access others.

From within an analysis

• Open the right-side panel.
• Select an existing procedure to continue work, or create a new procedure.
• Follow the guided steps and use the buttons to complete each action.

Anything else on your mind? Chat with us or submit a request for further assistance.