- Course Instructions
-
How to Use this Course
- Welcome to AuditBoard
-
Welcome to your AuditBoard Implementation!
- Implementation Overview
-
Implementation Process
-
AuditBoard Onboarding Team & Responsibilities
-
Implementation Overview Knowledge Check
- Preparing for your Implementation
-
Define Project Objectives
-
Define Project Scope and Budget
-
Document the Project Plan
-
Track & Refine your Plan
-
Assign Internal Roles & Responsibilities
-
Implement Effective Project Management
-
Configuring Add-Ins & Integrations
-
Preparing for your Implementation Knowledge Check
- FAQs
-
FAQs
- Course Wrap-Up
-
Learning Objectives Review
-
Feedback for this Course
- Course Completion
-
Get Started with Implementation Complete!
Get Started with Implementation
Learn about the implementation process and how you can prepare for a successful implementation!
Get Started with Implementation
Course Description:
Are you ready to start your journey into a smooth implementation? Implementations can be overwhelming but in this course you will gain a foundation of the best practices for initiation and managing a successful AuditBoard implementation. If you are a member of the implementation project team, this course will provide valuable insights to ensure a smooth and efficient implementation journey.
Course Objectives:
At the end of this course, an AuditBoard user will be able to:
-
- Describe the 6 steps in the implementation process
- Develop a project plan to ensure a successful implementation
- Select the applicable add-ins and integrations to be installed
Who should take this course?
This course is designed for users who participate in the Auditboard implementation project.
Approximate Duration:
20 minutes
Last Updated: 6/16/2023
Certification Course Policies
Account Information & Record Retention
AuditBoard’s record retention policy is 5 years. For all CPE courses offered, we will retain the following documents:
- Records of participation
- Number of CPE credits earned by participants
- Results of program evaluations
- Program descriptive materials (course announcement information)
- Program materials
- Evidence that the program materials were developed and reviewed by qualified parties
- How CPE credits were determined
- For Group Live Programs, we will maintain: program outline, agenda, and speaker notes or other documentation that evidences the element of engagement related to course content during each credit of CPE planned for the group live program
AuditBoard will retain the following information for each participant who successfully completes CPE credits as "Records of Participation":
- CPE program sponsor name and contact information
- Participant’s name
- Course title
- Course field of study
- Date offered or completed
- If applicable, location
- Type of instruction and delivery method used
- Amount of CPE credit recommended
- Verification by CPE program sponsor representative
- Sponsor identification number or registration number, if required by the state boards
- NASBA time statement stating that CPE credits have been granted on a 50-minute hour
- Any other statements required by boards of accountancy
- Author/instructor, author/developer and reviewer names and credentials. For the CPA and tax attorney acting as an author/instructor, author/developer and reviewer for accounting, auditing or tax program(s), the state of licensure, license number and status of license should be maintained. For the enrolled agent acting in such capacity for tax program(s), information regarding the enrolled agent number should be maintained.
Additionally, we will provide the participant with the information above in the form of a certificate as soon as possible, but no more than 60 days from learning completion.
Course records will be kept for a minimum of 5 years. They can be removed at your request.
Course Assessment Eligibility for Credit
Participants must successfully complete the course assessment within 1 year of purchase to be eligible for CPE credit. The course will no longer appear as "registered" for a user after that year has expired.
Course Cancellation
AuditBoard reserves the right to substitute speakers or cancel a ‘group internet’ (webinar) or ‘group live’ (Audit Leader Forum) activity in the case of unexpected facilitator availability. In the event that AuditBoard must cancel a webinar, we will notify registered participants as soon as possible via email. Depending on the topic and facilitator availability, webinars will be rescheduled at the discretion of AuditBoard.
If any self-paced course is removed from the course catalog, you will be able to continue your progress (with the exception of webinars courses dependent on live events). We will only remove a course once there are no longer active users utilizing it.
Course Updates
Self-Paced courses are revised as soon as possible in regard to any updates, changes, or new features added to AuditBoard software or changes to relative codes, laws, rulings, decisions, interpretations, etc. and are reviewed once a year regardless of any changes by appropriate reviewers. The latest revision date for the course is listed on the course detail page.
Refunds
We currently do not charge a fee for attending AuditBoard programs, therefore there are no refunds.
Comments, Concerns, Records Requests, or Other Matters
Please feel free to reach out to us at training@auditboard.com
for more information regarding administrative policies such as concerns and refunds.