Work Paper Analysis - Complete a Meeting & Interview Work Paper

The meeting and interview work paper allows you to capture meeting and interview notes as well as log who attended the meeting and when it was conducted.

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 Meeting and Interview work paper type.

   

3. Click Edit in the Meeting and Interview Project Form section.
4. Enter a description of the meeting or interview.

   Note: You may also change the meeting name.

5. Click Calendar and then click a date when the meeting was held.

   Note: The Attendees field is pre-populated with attendees linked in the Meeting and Interview Attendees section.

6. Click Save.
7. Click the Action Menu and click Link Attendees in the Meeting and Interview Attendees section.
8. Click the Action Menu to utilize a saved search or create and execute a new search.
9. Select the checkbox next to each user name that attended the meeting.
10. Click Save.
11. Click Unlink next to a name to remove them from the meeting attendee list.
12. Click OK twice in the warning boxes.