13. Audit Summary Report

In this section, users can access a summary report of all audit plans.

Search Panel

All fields inside the search panel act as search boxes. Any value inputted inside them will be, upon request, searched for in the grid and, if possible, retrieved.

1. Executed Date: This is a date picker that allows users to filter by the executed date of the audit.
2. Audit Plan ID: This is a numeric field that allows users to filter by the audit plan ID.
3. Audit Plan Name: This is a text field that allows users to filter by the name of the audit plan.
4. Filter: This button retrieves the list of requests that match with the search (based on the values you entered).
5. Clear Filter: This button clears the filters that were used in the previous search.

Grid

Inside the grid, audit plans are organized by values derived from the Plan & Execute Audits workflow.

1. View: This button allows users to view an audit report.
   • In viewing mode, users cannot make any modifications. They can, however, view details in supplemental forms and access/download any available templates.
     • For more details on templates, click here.
2. Export to Excel: This button allows users to export the grid to Excel.