Welcome to the beta release of our Control Testing Module!
This powerful new tool is designed to help you streamline the assessment, documentation, and sampling of your internal controls, ensuring they are both effective and audit ready. It supports regulatory compliance, fraud prevention, and the confidence you need for evaluations. Currently, this module is available to select beta customers. Interested? Contact your Customer Success contact to learn more.
Features
- Overview of Control Testing Programs - Gain a clear view of your control testing initiatives, with all programs and tasks organized for maximum visibility.
- Create Control Testing Program - Quickly set up a control testing program tailored to your organization’s specific needs, complete with custom tasks and timelines.
- Set Up Conclusion and Sample Tasks - Enable thorough evaluation with individual conclusions for selected activities, ensuring robust analysis and traceability.
- Create a New Test and Select Controls to Test - Easily create new tests and assign relevant controls to be assessed, aligning with internal priorities or regulatory demands.
- Plan Your Test - Define sampling criteria and plan your tests based on internal and external feedback to make the testing process efficient and effective.
- Perform Your Test - Easily generate a list of samples from the sample pool, select activities to test, and add them to the sample test sheet. Evaluate activities and complete sample conclusion tasks seamlessly.
- Review Samples – Review and Perform Sample Conclusion Tasks - Review sampled activities and document individual conclusions, ensuring each step is accounted for and completed.
- Perform Overall Conclusion Tasks and Submit - Finalize and submit overall control testing conclusions with confidence, knowing that all required evaluations have been completed.
Use Cases:
- Streamline the control testing process and reduce time spent on planning, sampling, and documentation
- Eliminate scattered information stored in Excel and emails, consolidating everything in one centralized location.
- Easily track and monitor control testing tasks to ensure all required steps are completed on time and accurately
How To Get Started:
This module is currently available to select beta customers. If you are interested in participating, please reach out to your Customer Success contact to learn more and get access. We’re excited to have you join for this beta release and can’t wait to hear your feedback!
Additional Features:
- Saved view in control program
Choose between gallery or list view in the control program. In the list view, split the controls by a certain tag category. Your selections will be saved!
- Improved explanations for task-based report mapping: Use the tooltips to get started!
- Enabled source mode in text fields such as control description fields that support advanced editions
Bug Fixes:
- Ensures that attached links in control descriptions work sufficiently
- Ensures that links to control activities in email notifications are correct
- Supports small and large line breaks in text fields
- Fixes the formatting of certain text and syntax in free text fields
Learn more