Audit desk was purpose built to support users better track and manage their outstanding actions. There are a number of data visualisations and interactive features to enable this:

1. Reports Register Table
2. Data Visualisations & Filtering
3. Summary Tiles

1. Reports Register Table
   • This is the main table that holds all reports and enables navigation into a specific action (by clicking on the Report Name hyperlinked in blue).
   • You can sort the table data by clicking the column header of the field you want to sort by
   • The table only displays reports where there are still outstanding actions (also shows completed but not yet confirmed) – to also show confirmed reports, click the “Show Confirmed Reports” toggle checkbox
   • The progress bar is simply a visualization that calculates the number of outstanding actions (i.e. not confirmed) as a percentage of the total number of actions within a report
2. Data Visualisations & Filtering

   Graphs and other visualisations have been incorporated into Auditdesk to give users a quick glance view of what items need particular attention.

   • The bar graph on the far left shows all Open Actions by Risk. This graph collects all Risk data at an action level and displays the consolidated view of outstanding actions.

   • The pie chart shows the status of all outstanding actions (at an action level). To quickly view items that need to be confirmed – generate a listing by clicking the “Status Validation” report in Quick reporting

   • To quickly navigate to a specific list of open actions, use the filter section above the graphs. The available filter parameters are:

     • Company (Based on your GuardianERM org units)
     • Action Status (Not yet started, In Progress, Completed)
     • Responsible Person
     • Report Type (Internal Audit, External Audit)
     • Text Search
     • Current Financial Year (This includes all items for the current Financial Year AND outstanding actions from prior years)
3. Summary Tiles
   • The summary tiles give the user a way to quickly identify actions that need attention
   • The key display metrics for tracking audit actions are:

   Tile	Description
   Open Actions	Shows the total number of actions currently open across all reports. Quick Report: "Open Recommendations"
   Due in the next 90 days	Indicates how many open actions are approaching their due date in the next 3mths
   Actions Overdue	Displays the total number of actions past their due date. This only includes actions that have either the status “Not yet started” or “In Progress”. Quick Report: "Overdue actions"
   Overdue > 30 Days	Shows a subset of overdue actions that are more than 30 days late. These are items that need urgent attention.

   • Additionally, if you click on a specific summary tile, a slideout bar shows you a listing of all the specific actions where you can click through to a particular action