Configuring and Filtering Audit Management List Screen Views

You can configure the Audits, Workpapers, Findings, and Tasks list screens throughout the Audit Management module to display information from different fields and to filter the information based on specified criteria.

To configure the columns

  1. On the Audit Management menu, select Audits, Workpapers, Findings, or Tasks.

    The list screen appears.

  2. Click the Column Editor icon.
    The Column Selector modal appears.
    Column Selector modal showing available and visible fields with controls to move columns between lists
  3. Configure the fields as necessary by moving items in the Available Fields column to the Visible Fields colum.
  4. Click the Apply button.

To add filters

  1. On the Audit Management menu, select Audits, Workpapers, Findings, or Tasks.

    The list screen appears.

  2. Click the Filter icon.
    The Filter pane appears.
    Filter pane open on the Audit list screen, showing the Filter icon and Add Filter options.
  3. Click the Add Filter button.
  4. Select the criteria by which you would like to filter.
  5. Click the Save button.
  6. Click the Apply button.

To create saved views

  1. On the Audit Management menu, select Audits, Workpapers, Findings, or Tasks.

    The list screen appears.

  2. To create a custom saved view, apply your filters and column views as needed.
  3. Click the View Selector to open the view selector.

    View Selector menu showing saved view options, including existing views and controls to create, edit, or delete a saved view.
  4. Click the Save As button.

    The Create View modal appears.

  5. Complete the required fields.

    Create View modal with fields for View Name and Make this View Public, showing options to name the view and choose whether it is shared with other users.
    Field
    Description
    View Name

    Enter a name for the saved view.

    Make this View Public

    Enable this setting if you would like to allow other users in your tenant to access this view.

  6. Click the Create View button. The custom saved view is now available.

To manage custom views

  1. On the Audit Management menu, select Audits, Workpapers, Findings, or Tasks.

    The list screen appears.

  2. Click the View Selector to open the view selector.
  3. Click the Manage Views button.

    The Manage Views modal appears.

  4. Make changes as necessary. For more information, see Manage Views Screen Reference.
  5. Click the Save button.

Manage Views Screen Reference


The Manage views screen reference.
Field
Description
Set Default View for All Users

Enable this setting if you would like this to be the default view for all users in your organization.

Select Default View

Select the view that you want displayed by default.

View Name

Edit the name of the selected view.

Click the Update button to apply your changes.

Make this View Public

Enable this setting if you would like to allow other users in your tenant to access this view.

Delete View

Click the Delete View button to delete this view.