SOXHUB for Owners

SOXHUB for Owners

Learn to complete tasks assigned to you from SOXHUB using WorkStream. Eligible for CPE credit.

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About this course

SOXHUB for Owners

This QAS Self Study course is eligible for CPE Credits


0.5 CPE Credits in Computer Software & Applications

Program Level: Basic

Prerequisites: None

No advanced preparation required

Course Description:

Find out how you can streamline your organization's audit process using AuditBoard to simplify communication and requirements gathering. The focus will be on completing WorkStream tasks relevant to your SOXHUB projects.

Course Objectives:

At the end of this course, an AuditBoard user will be able to:

    • Describe where to find details on your assigned tasks
    • Identify key elements of a Control page
    • Recognize the different types of questions that can be in a WorkStream Survey
    • Describe how to complete PBC Requests for SOXHUB in WorkStream
    • Describe how to complete Control Certifications for SOXHUB in WorkStream
    • Demonstrate how to complete audit tasks through WorkStream

Who should take this course?

This course is designed for users who are designated in the Owner role and need to know how to complete tasks using WorkStream.

Approximate Duration:

30 min

Course Policies

Review the policies that govern this course

Last Updated: 06/07/2023


AuditBoard is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 

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:

  1. Records of participation
  2. Number of CPE credits earned by participants
  3. Results of program evaluations
  4. Program descriptive materials (course announcement information)
  5. Program materials
  6. Evidence that the program materials were developed and reviewed by qualified parties
  7. How CPE credits were determined
  8. 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.

×

Curriculum30 min

  • Course Instructions
  • How to use this Course
  • Disclaimer
  • Handling Owner Responsibilities
  • Owner Dashboard
  • Control Page Overview
  • Survey Question Types
  • PBC Request Completion for Control Owners
  • Control Certification Completion for Control Owners
  • WorkStream Survey Completion Walkthrough
  • Handling Owner Responsibilities Knowledge Check
  • Course Assessment
  • SOXHUB for Owners Course Assessment
  • Course Wrap-Up
  • Learning Objectives Review
  • Feedback for this Course
  • Course Completion
  • SOXHUB Owner Use Cases Complete!

About this course

SOXHUB for Owners

This QAS Self Study course is eligible for CPE Credits


0.5 CPE Credits in Computer Software & Applications

Program Level: Basic

Prerequisites: None

No advanced preparation required

Course Description:

Find out how you can streamline your organization's audit process using AuditBoard to simplify communication and requirements gathering. The focus will be on completing WorkStream tasks relevant to your SOXHUB projects.

Course Objectives:

At the end of this course, an AuditBoard user will be able to:

    • Describe where to find details on your assigned tasks
    • Identify key elements of a Control page
    • Recognize the different types of questions that can be in a WorkStream Survey
    • Describe how to complete PBC Requests for SOXHUB in WorkStream
    • Describe how to complete Control Certifications for SOXHUB in WorkStream
    • Demonstrate how to complete audit tasks through WorkStream

Who should take this course?

This course is designed for users who are designated in the Owner role and need to know how to complete tasks using WorkStream.

Approximate Duration:

30 min

Course Policies

Review the policies that govern this course

Last Updated: 06/07/2023


AuditBoard is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 

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:

  1. Records of participation
  2. Number of CPE credits earned by participants
  3. Results of program evaluations
  4. Program descriptive materials (course announcement information)
  5. Program materials
  6. Evidence that the program materials were developed and reviewed by qualified parties
  7. How CPE credits were determined
  8. 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.

×

Curriculum30 min

  • Course Instructions
  • How to use this Course
  • Disclaimer
  • Handling Owner Responsibilities
  • Owner Dashboard
  • Control Page Overview
  • Survey Question Types
  • PBC Request Completion for Control Owners
  • Control Certification Completion for Control Owners
  • WorkStream Survey Completion Walkthrough
  • Handling Owner Responsibilities Knowledge Check
  • Course Assessment
  • SOXHUB for Owners Course Assessment
  • Course Wrap-Up
  • Learning Objectives Review
  • Feedback for this Course
  • Course Completion
  • SOXHUB Owner Use Cases Complete!

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:

  1. Records of participation
  2. Number of CPE credits earned by participants
  3. Results of program evaluations
  4. Program descriptive materials (course announcement information)
  5. Program materials
  6. Evidence that the program materials were developed and reviewed by qualified parties
  7. How CPE credits were determined
  8. 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":

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.

×