Updated Articles

  1. Impersonate Another User

    Instructions on how to impersonate non-administrative users in Core.
  2. Sending a Document Request

    Overview Users can request specific documents for their audits from an Audit Client. Audit Clients can be another user in the organization that we are auditing one of their process or controls. User Account Requirements The user account used...
  3. Adding a New Document Request to an Internal Audit Project

    Overview Users can request specific documents for their audits from an Audit Client. Audit Clients can be another user in the organization that we are auditing one of their process or controls. User Account Requirements The user account u...
  4. Sending Document Requests to Audit Clients

    Overview Users can request specific documents for their audits from an Audit Client. Audit Clients can be another user in the organization that we are auditing one of their process or controls. All document requests not sent to Audit Clients be...
  5. Viewing an Audit Plan and Status Summary Report

    Overview The Audit Plan and Status Summary report gives a user insight into an Audit Plan and its attached Internal Audit Projects including Internal Audit Project statuses, access to individual Internal Audit Projects, and Audit Plan budget st...
  6. Assessing Risk Management Output for an Internal Audit Project

    Overview To check which risks should be included in the internal audit plan, click the desired organization in the Risk Management Output for Internal Audit section. Doing so will display a heat map that measures a risk's inherent risk sc...
  7. Adding a Report to the Home Screen (Starred Reports)

    About starring a report in Resolver Core, which will then add it as a tab in your nav bar for easy access.
  8. Moving an Internal Audit Project to Fieldwork

    Overview Before moving the audit plan to the Fieldwork state, you must fill out the Define & Review Audit Scope and Document Requests sections. User Account Requirements The user account used to log into Resolver must be added to ...
  9. Adding an Existing Document Request to an Internal Audit Project

    Overview Users can use an existing document request to a control. User Account Requirements The user account used to log into Resolver must be added to either the Internal Audit Leads or Internal Audit Managers user group. Required Informa...
  10. Configuring Formulas on Forms

    Information on formulas and how they can be displayed on configurable forms in Resolver Core.