Questions? We have answers.

Create a task for the Audit Plan

  • Updated

Summary

Creating tasks allows you to streamline your investigations by focusing on specific entries of interest. Tasks are shared across the engagement through the Audit plan, where they are stored and managed, and can be accessed by anyone with access to the engagement.

Learn how to create new tasks for your engagement's audit plan.


Go to the Data table tab

  1. Select the logo in the MindBridge sidebar.
    You will go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row.
    You will go to the Engagements page.
  3. Select View in line with the desired engagement, or click anywhere in the engagement row.
    You will go to the Data page.
  4. Select View Analysis in line with the desired analysis.
    You will go to the Analyze page.
  5. Select the Data table tab.

Tip: If you are already in an analysis, open the Analyze menu ( Analyze_menu_icon ) within the sidebar, then select the name of the analysis you want to see and go to the Data table tab.


Create an Audit Plan task

Note: The data table defaults to displaying entries. To see transactions, open the View menu at the top of the table and select Transactions.

You may create a task for one or more entries or transactions at a time. Once created, the data table will use the Status column to display the task status of each entry and transaction with a task assigned to it.

  • To create a task for a single entry or transaction, open the more actions menu ( More actions menu icon.svg ) in line with the intended transaction or entry, then proceed to step 1 below.
    Note: If you expand a transaction, you can also use the create task icon ( Add_task_icon.svg ) next to an entry to create a task for it.
  • To create a task for multiple entries or transactions, check the boxes to the left of each desired entry or transaction, or check the box on the left side of the header row to select all of the tasks on the page. A bulk action bar appears when a checkbox is selected. If you want to select all of the tasks available across all pages, use Select all.
    When you are satisfied with your selections, open the Actions menu in the bulk actions bar then proceed to step 1 below.
  1. Select Create task.
    A pop-up window appears.
  2. Select an Audit area from the menu, or enter your own then press enter/return on your keyboard to save it as an option for future tasks.
  3. Optionally:
    • Enter or select a sample name to add the task to a sampling group. When creating samples, you will be able to select this group to prioritize it in sampling.
    • Enter or select an audit area to add the task to a category of your choice. When creating samples, you will be able to select this audit area to prioritize it in sampling.
    • Add a description to explain the purpose of the task
    • Select an assignee to handle oversight of the task.
  4. To remove selections within a field, use the X icon to the left of each item you want to remove.
    To remove all selections from a field, use the X icon on the right side of the desired field.
  5. When you are satisfied, select Create task(s). The new task(s) will be added to the Audit Plan page, and you will go back to the Data table dashboard. 

Select Cancel anytime to discard the task and go back to the Data table dashboard.


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


Related articles

Was this article helpful?