Changelog - Audit
The table below describes the main changes performed in the SoftExpert Audit help center:
Version 3
3.0
Update of the following articles:
- Learn about SoftExpert Audit - Warning box added, video updated with general information about the component, and Execution and Management menus removed from the menu table.
First steps
- Creating an internal auditor - Warning box added, and video on creating internal auditors in requirement audits updated.
- Enabling a requirement audit - Warning box added, updates made to the steps in the Associating an evaluation criterion with a requirement, Associating an internal auditor, and Viewing an audit organization topics, and to the GIFs.
- Creating a category for requirement audits - Video on creating a category for requirement audits updated.
- Planning a requirement audit - Warning box added, and video and images covering the planning of requirement audits updated.
- Defining the scope of a requirement audit - Warning box added, and updates made to the video, steps, and GIFs covering the definition of the scope of a requirement audit.
- Adding objects to the scope of a requirement audit - Warning box added, steps updated in the Associating objects and Closing the planning topics, and GIFs updated.
- Planning a requirement audit using the wizard - Warning box added, updates made to the video, to the steps in the Adding audits from an existing template and Adding audits from an existing audit topics, and to the GIFs showing the planning of a requirement audit using the wizard updated.
- Executing a requirement audit - Warning box added, updates made to the video and steps in the Entering audit results topic, and image of the Audit result screen added.
- Finishing a requirement audit - Warning box added, steps updated in the Finishing a requirement audit topic, and images updated.
- Creating an audit project - Link to the status creation article added to the Adding tasks to the project schedule topic.
- Creating a category for risk and control plan audits - Video on creating a category for risk and control plan audits updated.
- Defining the scope of a risk and control plan audit - Warning box added, updates made to the video, steps, and GIFs covering the definition of the scope of a risk and control plan audit.
- Planning a risk and control plan audit - Warning box added, updates made to the video and images covering the planning of a risk and control plan audit.
- Planning a risk and control plan audit using the wizard - Warning box added, updates made to the video, to the steps in the Adding audits from an existing template and Adding audits from an existing audit, and to the GIFs showing the planning of a risk and control plan audit using the wizard.
- Executing a risk and control plan audit - Warning box added, video and steps updated in the Evaluating objects without accessing the working paper topic, and image of the Audit result screen added.
- Finishing a risk and control plan audit - Warning box added, steps updated in the Finishing a risk and control plan audit topic, and images updated.
Advanced resources
- SoftExpert Audit general parameters - Warning box added, Occurrence tab topic added, and images updated.
- Creating result criteria - GIFs updated in the Creating result criteria and Revising result criteria topics.
- SoftExpert Audit views - Warning box added, information about the prerequisites updated, and Audit view and Audit plan view topics deleted.
- Tracking an audit - Warning box added, steps updated in the Tracking an audit and Deleting an audit topics, and image updated.
- Creating an audit purpose - Image updated in the Creating an audit purpose topic.
- Configuring an auditor level - Image updated in the Configuring an auditor level topic.
- Configuring a test plan - GIF updated in the Configuring a test plan topic.
- Configuring a population type - GIF updated in the Configuring a population type topic.
- Creating population templates for audit tests - GIF updated in the Creating a population topic.
- Associating an audit test - Warning box added, steps updated in the Associating a test plan topic, and GIF updated.
- Executing an audit test - Warning box added, video updated, steps updated in the Executing an audit test without population topic, and GIF showing the execution of an audit test updated.
- SoftExpert Audit widgets - Widgets updated and images added.
- Creating an audit template - Warning box added, information updated in the Creating an audit template topic, and GIF and image updated.
- Creating an audit plan - Warning box added, updates made to the steps, GIFs, and image in the Creating an audit plan and Generating future audits topics.
- Closing an audit - Warning box added, updates made to the Closing an audit topic and to the GIF.
- Audit types - Warning box and audit type images added.
For the changes made in previous versions, check below:
Version 2.2
2.2.4
Update of the following articles:
- First steps
- Finishing a requirement audit - Instructions for finishing a requirement audit revised.
- Executing a risk and control plan audit - Steps for executing a risk and control plan audit revised.
- Planning a requirement audit - Instructions for planning a requirement audit revised.
- Creating an internal auditor - Steps for creating an internal auditor in requirement audits revised.
Advanced resources
- Creating an audit plan - Steps and GIFs used for guidance on creating an audit plan revised.
- Configuring an auditor level - Instructions for configuring auditor levels revised.
- Creating an audit purpose - Steps for creating an audit purpose revised.
2.2.3
Update of the following articles:
Advanced resources
- SoftExpert Audit general parameters - Explanation for the Days until task deadline to consider it close to due date option removed, as it is no longer available in the menu.
2.2.2
Creation of the following articles:
Advanced resources
Update of the following articles:
First steps
- Creating a category for requirement audits - Information added about the new option for creating audits directly under execution.
- Creating a category for risk and control plan audits - Information added about the new option for creating audits directly under execution.
2.2.1
Update of the following articles:
Advanced resources
- SoftExpert Audit widgets - Information about new widgets added: Conformity level found in audits based on risk and control plans, Audit conformity by execution period, and Conformity level found in the audit based on requirements.
- Creating an audit template - Information added about the option for updating requirements automatically.
- Configuring a test plan - Information added about the new security configuration with permission profile.
- Creating population templates for audit tests - Information added about the new security configuration with permission profile.
2.2.0
Creation of the help center with the following articles:
First steps
- Creating an internal auditor
- Creating an audit organization
- Creating an evaluation criterion for requirement audits
- Enabling a requirement audit
- Creating a category for requirement audits
- Planning a requirement audit
- Defining the scope of a requirement audit
- Adding objects to the scope of a requirement audit
- Planning a requirement audit using the wizard
- Executing a requirement audit
- Finishing a requirement audit
- Creating an internal auditor
- Creating an audit organization
- Creating an evaluation criterion for risk and control plan audits
- Creating a category for risk and control plan audits
- Configuring a risk and control plan
- Planning a risk and control plan audit
- Defining the scope of a risk and control plan audit
- Planning a risk and control plan audit using the wizard
- Executing a risk and control plan audit
- Finishing a risk and control plan audit
- Configuring a project type for audits
- Configuring a category for audit projects
- Creating an audit project
- Tracking the progress of an audit project
- Executing and closing an audit project
Advanced resources
- SoftExpert Audit general parameters
- Creating result criteria
- SoftExpert Audit views
- Tracking an audit
- Copying an audit
- Creating an audit purpose
- Configuring an auditor level
- Configuring an evaluation checklist
- Configuring a test plan
- Configuring a population type
- Creating population templates for audit tests
- Creating populations for audit tests
- Associating an audit test
- Executing an audit test
- SoftExpert Audit tasks
- SoftExpert Audit widgets
- Creating an audit template
- Creating an audit plan
- Closing an audit