Who is this article for?

Users managing audit report templates.

No elevated permissions are required.

Templates are used for standardisation and can be configured to auto-populate with information. For reports that contain automation (populate) of data from Ideagen Internal Audit, Office 2007 or later is required (docx/xlsx format files). For general file attachments, any version of MS Office can be used.

This article outlines how to add and delete audit templates.

Adding a template

To add an audit report template:

1. Go to Library.
2. Select Audit Reports Library.
3. Click Add.
4. Select Add Audit Report Template from the menu.
5. Select the template from your local computer.
6. Click OK.

The template will be added to the library.

To configure the template properties, edit and save the following information in the properties panel:

• Department Library - assign the template to a department library
• Ref - reference number for the template
• Title - a title for the template
• Category - categorise the template from a pick list (see segmentations)
• Active state - set whether the report is live, draft or closed. It must be active for it to appear as an option
• Global - set whether the attachment is available to all users
• Roles - select whether the attachment is available to certain users only
• File name - the source file name
• File size - size of the file
• Modified by - name of the person it was last modified by
• Modified time - the time it was last modified
• Populate - read only. Shows whether the report has been coded to auto-populate
• Prompt - select whether you want the system to prompt you to choose whether to auto-populate or not

Deleting a template

To delete an audit report template:

1. Go to Library.
2. Select Audit Reports Library.
3. Right-click the template you want to delete.
4. Select Delete from the menu.