Summary
Adding tasks to your audit plan allows you to streamline your investigations by focusing on specific line items.
Learn how to create a new task and add it to the audit plan.
Go to the Data table tab
- Select the icon in the MindBridge sidebar.
You will go to the Organizations page. - Select View in line with the desired organization, or click anywhere in the organization row.
You will go to the Engagements page. - Select View in line with the desired engagement, or click anywhere in the engagement row.
You will go to the Data page. - Select View Analysis in line with the desired analysis.
You will go to the Analyze page. - Select the Data table tab.
Tip: If you are already in an analysis, simply use the sidebar ( ) to open the Analyze menu (
), then select the name of the analysis you want to see and go to the Data table tab.
Create a task from a transaction or entry
Note: The data table defaults to view entries. To see transactions, open the View menu and select Transactions.
- Select the plus icon ( + ) in line with the intended transaction or entry.
A pop-up window appears. - Select an Audit Area from the menu.
- Optionally, add a sample name, select an assertion, and add a description.
- When you are satisfied, select Create task to add the new task to the audit plan and go back to the data table.
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