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Create an audit plan task from a transaction

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Learn how to add a new task to the audit plan directly from a transaction.


Navigate to the Data page

  1. Select the MindBridge icon in the sidebar to go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row to go to the Engagements page.
  3. Select View in line with the desired engagement, or click anywhere in the engagement row to go to the Data page.


Create a task from a transaction

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

  1. Select the plus icon ( + ) in line with the intended transaction.
    A pop-up window appears.
  2. Select an Audit Area from the menu.
  3. Optionally, add a sample name, assertions, and a description.
  4. When you are satisfied, Create task to create the task and add it to the audit plan, and go back to the data table.


Anything else on your mind?
Log in to MindBridge to chat with us, submit a request, or reach out to your assigned Customer Success Manager.


 
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