Configuring Audit Attribute Groupings

You can create groups of attributes which appear on the Audit, Findings, and Workpaper Details screens. Attributes can only be assigned to one group at a time.

To configure attribute groups

  1. On the Audit Management menu, select Setup > Attribute Manager.

    The Attribute Manager screen appears.

  2. Click the View button for the attribute type in which you want to configure a group.
  3. Go to the Groups tab.
  4. Click the Add Group button.
    The Add Group modal appears.
    The Add group modal with fields for Group Name and the Cancel and Save buttons.
  5. In the Group Name field, enter a descriptive name for the group of attributes.
  6. Click the Save button.
  7. Click the Manage Attributes button.
    The Manage Attributes modal appears.
    The Manage attributes modal showing Available Attributes and Group Attributes lists with horizontal and vertical arrow buttons to move and reorder attributes.
  8. Use the horizontal arrow buttons to move available attributes into the group.

    Use the vertical arrow buttons to change the ordering of the attributes within the group.

  9. Click the Save button.
  10. Create additional groups, as necessary.

To localize/translate the name of an attribute group

  1. On the Audit Management menu, select Setup > Attribute Manager.

    The Attribute Manager screen appears.

  2. Click the View button for the attribute type in which you want to localize/translate the name of an attribute group.
  3. Go to the Groups tab.
  4. Click the Translate icon button for the group name you want to translate.
    The Update Term modal appears.
    Note:

    Adding a translation to the name of the group will not change the name in the Attribute Manager, however, the translated values will appear on the Audit, Findings, and Workpaper Details screen.

  5. Configure the fields as needed.
  6. Click the Save button.

To delete attribute groups

  1. On the Audit Management menu, select Setup > Attribute Manager.

    The Attribute Manager screen appears.

  2. Click the View button for the attribute type in which you want to localize/translate the name of an attribute group.
  3. Go to the Groups tab.
  4. Click the Delete icon on the attribute group you want to delete.
    The Delete Group modal appears.
    The Delete group modal with confirmation message and Cancel and Confirm buttons.
  5. Click the Confirm button.