OpsAudit | Administrator Live-training Session

This 1.5 hour session is designed to show Administrators how to update, customize, and maintain their OpsAudit environment post implementation.

Prerequisites: AuditBoard Academy | Admin Learning Path

In this session, we'll cover the essential features for managing your company's audit categories and sections, audit templates and forms, and risk assessment templates as an OpsAudit Administrator. Note: this course will cover our current implementation best practices of using Teams permissions. If you do not currently have Teams permissions configured, you can attend this session to learn more about Teams and reach out to your CSM (Commercial + Enterprise) or Support (Digital) to discuss revamping your permissions to Teams.

Who should take this session?

This session is designed for users typically assigned to the OA - Admin team in AuditBoard.

Duration:

1.5 hours

Learning Objectives:

• Manage Audit Categories
• Customize field layouts for Overview and Results page
• Designate require fields
• Add new audit sections
• Configure Drop-Down options
• Create audit templates
• Create audit forms
• Set risk-based audit frequency

DISCLAIMER: You may not be able to perform all of the actions shown or see all of the same data fields and user interface elements shown in this webinar. This webinar covers the full extent of AuditBoard workflows. Feature availability and user capabilities within AuditBoard depend on your organization's product subscriptions, configuration, and permission settings and may not reflect the more standardized interface and roles shown in this webinar. If you have any questions about your role or the configuration of your AuditBoard environment, please reach out to your organization's Platform Administrator.