Instructions:

1. To start inputting actions into AuditDesk – first select "Add New Report" at the top right of the screen:

   

2. Within the "Report Details" screen – you will find several fields to fill out for your respective report:

   

   As a minimum – all mandatory fields (with the red * ) need to be filled out before a new report can be created. These fields include:

   1. Report Name
   2. Detailed Description

   3. Organisation Unit (select your Guardian OrgUnit from the sidebar on the right):

      

3. For the "Responsible Person"" field, you can either type a name in the text field or select the magnifying glass icon, to the right, to select from a list of existing users currently in auditdesk.

   If you can’t find the name you are looking for, you can also invite the user in the free text box at the bottom of the sidebar.

   
4. Once all the relevant fields have been filled in – click save.
5. You need to save the report details first to attach a source document
6. You can click the History button to see the audit trail of changes for the respective report
7. Once you have saved the report, you can now create actions (based on recommendations) for this report – click the "New Action button" to create a new action.

See also:

    Audit Action screen for how to create a new action.