Who is this article for?

Users who need to understand Candidate audits.

No special access or permissions are required.

Candidate Audits are temporary audit records created within a Planning Period that become full Audits once confirmed, allowing you to plan and manage your audit schedule effectively.

1. Understanding Candidate Audit visibility

Candidate Audits are not visible to users outside of a Planning Period. Once a Candidate Audit is Confirmed it becomes a full Audit and becomes as visible as any other Audit created outside of the Planning Period.

Candidate Audits that are Confirmed should have a Planned State of Planned to indicate they are part of the audit plan. If an Audit is created outside of the Audit Period it should have the Planned State of Added.

Any Audits removed from the Plan should have the Planned State of Removed. This will give an idea of how closely the audit plan was followed.

2. Reviewing Candidate Audit attributes

A Candidate Audit has the following attributes:

• Ref - a unique reference for the audit
• Title - the audit title
• Period - audit year
• Departments - please refer to Administration > Staff > Associating Staff to a Department
• Scope - select the appropriate interface and tick the relevant boxes. Audit Scope can cover multiple processes across multiple entities
• Prior Audit - a single Prior Audit is selected within an Audits definition section
• Description - please refer to Administration > Staff > Associating Staff to a Department
• Purpose - this is a Rich Text Field
• Budget Effort - budget number of effort to be spent on the audit
• Planned Effort - planned number of effort planned for the audit
• Planned Start Date - planned start date (used in conjunction with actual dates for comparison). Used with the data grid fields of Planned Start Date Variance and Planned Start Date Period
• Planned End Date - planned end date (used in conjunction with actual dates for comparison)
• Candidate State - Candidate or Confirmed

3. Modifying Candidate Audit attributes

The attributes, for example Scope, can be modified freely.

• When the Scope of a Candidate Audit is set the system automatically calculates the associated Budget Effort (calculated from each Entity Process Period)
• If the total of budget effort is non zero the system will override any value you have already entered on the candidate audit
• If the total of budget effort is zero the system will not override the value you may have already entered

4. Confirming Candidate Audits

Once you have checked the details of the Candidate Audits and made any appropriate modifications they can be confirmed either through the right click menu or through the relevant command on the Ribbon.

1. Select an Audit (or multiple audits).
2. Select Confirm Candidate Audit to create a full accessible audit from the candidate Audit.

The default grouping is by Candidate State and the confirmed audits will move down the data-grid into this grouping.

5. Removing Confirmed Audits

It is possible to Remove the Confirmed Audit by using the relevant command from the Ribbon. Doing so will delete the full audit and all data associated with it. The originating candidate audit will re-appear.

6. Getting Prior Candidate Audits

Use this option to select candidate audits (which have not been confirmed already) from an alternative planning period.