Who is this article for?

Users who want to learn about Work Programme Template Reports

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This article outlines and overview of Work Programme Template Reports within Adding Recommendations, Availability conditions, Informed Items.

1. Work Programme Template Reports
2. Further Reading

1. Work Programme Template Reports

1. This option allows the user to generate reports based on the Work Programme Template
2. To do this select the New Report option from the toolbar

3. This will activate a wizard which will guide the user through creating a report

4. The user now has two options to
   1. Use a report template already installed within Internal Audit
   2. Save the selected details and filters as a new memorised report
5. Select the relevant option and then select Next
6. The user is prompted to make a single selection Select a Work Programme Template to include in the report
7. The screen displays a list of available templates that can be included in the report. The user can choose the options to see only Work Programme templates in their local store, only if there are items in the user’s local store at that time

8. Select Finish to complete the generation of the report. The report will then appear on the user’s screen and can be edited and saved to an audit file within
   1. Internal Audit
   2. Audit Management
   3. Generated Reports
9. You can also choose to print

2. Further Reading

1. Pre-Defined Recommendations
2. Available conditions
3. Creating Availability Conditions
4. Editing Availability Conditions
5. Informed Items
6. Changing the Properties of a Work Programme Template
7. Creating A Risk Control Matrix
8. Saving and Closing a Work Programme Template
9. Checking the Status of a Work Programme
10. Submitting a Work Programme Template for Review
11. Reviewing a Work Programme Template
12. Approving a Work Programme and Marking as Active
13. Downloading/Updating a Work Programme Template
14. Importing/Exporting a Work Programme Template
15. Manage Templates