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12.0 Work programme template developments
Who is this article for?Users who want to learn more about 12.0 work programme template enhancements.
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In the latest update, version 12.0 introduces significant enhancements to the Work Programme Template functionality, offering users a more streamlined and flexible approach to template design and management. These developments empower users to create and manage templates with greater ease and precision, ensuring optimal alignment with their audit processes and requirements.
1. Work programme templates
1.1 Visible columns
- New columns to confirm the Created by user and Created date have been added to the main Work Programme results.
- These columns are also available for use in the right-click utility to Adjust column layout and grouping.
1.2 Read-only copies
- A Clear all read-only copies button has been added, allowing users to clear all Work Programme Templates downloaded for read-only access at once, rather than clearing each one individually.
1.3 Manage templates
- All options within Manage templates have been updated to allow multi-selection of Work Programme Templates. This includes Retire active or draft template, Restore template from retired status and Remove active status.
1.4 Audit type
- Work Programme templates can now be managed consistently across Linked audit types, meaning that each template can be designated for use only on specific audit types, and will not be available for selection on others. This is controlled in the template Properties menu for existing templates, or as part of the Create template wizard.
1.5 Control type
- Mandatory visibility of the standard Control Type drop-down list has been removed. This is now enabled and disabled via Tools, Configuration, System Configuration then Work Programme Templates.
1.6 Answer lists
- When using many different evaluation options (i.e. answer lists) against Controls and Tests, the system now supports the ability to set a default choice that will be entered into the editor when the user clicks once on the Answer lists button.
- The default setting is also easily interchangeable, by opening the Answer list drop-down menu and simply selecting the relevant set of answers.
1.7 Risk, Control and test description
- New items added to the template design no longer inherit the default text New Item.
1.8 Create new or import Risks and Controls
- It is now possible to configure the system to allow the options to Create new or Import, or both, when adding Risks and Controls to Work Programmes. These options extend to updating Work Programmes within Audit Management and Audit Work.
- This is a global setting achieved through Tools, Configuration, System Configuration, Work Programme Templates then Risk Control Creation.
- When importing Risks from the Enterprise Risk Management module, locating the appropriate Risk item is made easier by the inclusion of the five-digit Unique Reference number. This is provided in brackets following the Risk Name.
1.9 Risk and Control matrix display
- • In recognition of significantly large “master" templates where the volume of Risks and Controls is vast, the matrix layout now includes Risk/Control filters to search for specific areas of the template by the Risk and/or Control Description.
- The existing Change item positions tool has also been updated to include a new Control matrix display order, which allows the user to change the ordering of controls added to the matrix to make it easier to manage in the designer. A shortcut option will revert to Sort by name.
Note: This does not affect the order in which controls are seen when fieldwork is conducted. This can still be adjusted as normal using the Structured element order.