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Creating the Audit Universe
Who is this article for?Users who want to learn about Creating the Audit Universe
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This article outlines the process for Creating the Audit Universe.
1. Creating the Audit Universe
- An item can be added to the Audit Universe by selecting the Add item icon. This will then present the user with two options
- Add sub item to selection
- Add item at same level as selection.
- Add sub item to selection will create a new sub item that is linked to the currently selected item.
- Add item at same level as selection will create a new item at the same level as the currently selected item.
- Once an item has been created, within the Details section, enter the Name and, if required, Description of the relevant item.
- The expand icon the top right-hand corner of the description field can be selected to open up the text editor window. This includes formatting tools such as cut, copy and paste and a spellchecker:
- The Type dropdown list allows the user to categorise the items in the Audit Universe. Each of the types in the list can then be linked to a metadata template to allow custom fields to be added to items corresponding to their type.
- A default Type can be selected via the Default type for new items dropdown menu. This type will then be automatically applied to new items.
- Users can also choose to further classify the different sections of the Entity Universe structure using an Icon.