Manually Add Tests

1. Access the work papers.

   There are several ways within the Governance Portal to access work papers. The two most common paths are through the Action Items List and the Internal Audit tab. The Action Item list is the quickest and easiest way for most users.

   1. Via Action Items List
      1. Expand the Favorites & Action Items tab in the left navigation pane.
      2. Expand Action Items.
      3. Expand Work Papers.
      4. Click General Tasks (#).
      5. Click the project name.
      6. Click the Status link for the work paper type.
   2. Via Project Tab
      1. Select the Default GRC context from the context menu.
      2. Click the Projects tab.
      3. Select Pending, Current, or Complete from the Execution group.

         

      4. Click the project name from the project hierarchy tree.

         

      5. Click Expand in the Project section to view the project attributes.

         

      6. Click the Status link for the work paper type in the Project Activity section.

2. Click the Status link for a Testing Details work paper type.
3. Click Add in the Project Testing Details section.

   

4. Enter the name of the test.
5. Click Calendar and select the start and end dates for the test.
6. Select the name of the tester from the drop down list.
7. Select a test type and frequency from the drop down list.
8. Enter a description of the test and information regarding the sample size.
9. Once the test is complete, you can input the results of the test.

   Note: See Update Project Test and Findings for additional information.

10. Click Save.Results