Filed under Workpapers.com News
Among the very biggest challenges we face trying to build all of you an incredible audit management system is bringing clarity to the intent of the features we build. Auditors all around the world refer to the same things many different ways depending on their team’s internal practices, the type of auditor they are, etc. So, believe it or not, we spend an enormous number of hours carefully considering the language we use, trying to bring clarity to the system. It really is an incredible challenge.
Today we are making relatively significant change to bring more clarity to something that has bothered us for a very long time, the “Project Files” tab. The intent of this tab is to give the audit team a place to store project-level documents that don’t fit within any particular fieldwork procedure. These are usually planning related files such as audit scoping activities, notification letters, etc. or documents related to the audit results, such as the final report. However, many auditors confuse this with being the place to simply store ALL of their documents in the audit.
In order to help with this, and make the flow of work in the audit more clear as well, we have split the “Project Files” tab into two new tabs called simply “Planning” and “Results”.
With this change, the audit team will be able to clearly separate out the planning phase of the audit from the results and wrap-up phase. It is much more intuitive and should make the intended use of those areas much more clear. We’re really happy with this change and hope you will be also.
All of the existing Project Files in the system have been automatically placed in the correct tab, planning or results. Additionally, any time you want to move a set of documents from the results tab to the planning tab, or vice-versa, simply click the link in the left bar of that document set.
As part of this shuffle, the Status tab was also shifted to the right so it lives over with the other project management related tabs. As always, if you have any questions about the changes to the tabs or just want to let us know what you think, do not hesitate to submit a help request or email us at help@workpapers.com, and thanks so much for all of your support.
