Controls & Audit
Short answer: Controls & Audit keeps your firm’s control records.
Controls & Audit keeps your firm’s control records.
- What’s recorded: Control, Area, Owner, Frequency, Last tested
- Steps: Effective → Needs attention; Needs attention → Effective. The database only allows these moves.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
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