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Working with Entities
Who is this article for?
Audit professionals who need to manage and configure entities within their organisational structure.
Access to Universe and entity management features required
Entities in Ideagen Internal Audit (Aura) represent organisational units or business areas that can be audited, and this article explains how to launch, navigate, and configure entity details.
1. Launching an entity
To begin working with an entity:
- Navigate to Universe
- Org Structure
- Select the entity you wish to work with.
2. Using the entity work navigational pane
The entity work navigational pane provides access to all entity-related functions, organised into four main categories:
Manage
- Entity Home
- Entity Details
- Assign Staff
- Assign Contacts
Work
- Risks, Controls and Tests
- Actions
- Action Updates
Analyse
- Analysis
- Risk Matrix
- Control Matrix
Maintain
- Attachments
3. Configuring entity details
When working within an entity, use the properties panel to view or modify field values. The following fields are available:
| Org Unit | Assign the entity to an organisational unit. |
| Ref | Give the entity a reference code. |
| Title | Give the entity a title, which will appear in the entity window. |
| Type | Link to the Entity Types segmentation. |
| Department | Link to the Departments segmentation. |
| Description | Provide a description for any additional information about the entity. |
| Category | Link to the Entity Categories segmentation. |
| Business Owner | Assign a contact or staff member as the business owner. |
| Owner | Assign a person who acts as the owner for the entity. |
| Active | Select whether the entity is active or not. Only active entities can participate in the scope of planned audits. |
| Retired | Allows entities or processes to remain active but prevents new items (such as actions) from being linked to them. |
| Exclude | Define dummy entities or processes that are automatically excluded from management screens such as Audit Coverage and Risk Exposure. These provide a container for analysis and tracking of findings and actions that would otherwise be unassigned. |
| Processes | Assign processes to the entity (see Entity and Ideagen EHS (Priya)ping). |
| Weight | The weight associated with the item during roll-u |
| Budget Effort | A read-only field showing an automatic calculated sum of all the budget effort from your client universe for the entity. |
| Configuration | Options include the Group Matrix Configuration or any of its local matrix configurations. |
Important: Any change in the Matrix Configuration will clear all current assessments from the entity and relevant open audits. The clearing of current assessments cannot be reversed once made.