Ideagen Internal Audit and Risk Management
Admins | Ideagen Internal Audit and Risk Management
Designed for administrators of the Ideagen Internal Audit and Risk Management next gen system, this curriculum contains courses created to help you better manage your site and its security.
Curriculum content
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Learn how to configure timesheet tasks, set up your working week, and manage reporting periods in your audit system. This short course walks you through the key steps to ensure accurate and efficient time tracking for your team. 6 - 9 mins Learning objectives: ü Navigate and configure timesheet tasks ü Set up your working week and time rules ü Create and activate reporting periods
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In this course, you will learn how to create roles and groups. You will also learn how to assign application rules and permissions to control what users can see and do in the system. 6 - 9 mins Learning objectives: ü Create a role ü Assign application rules and permissions to a role ü Create a group ü Assign users and permissions to a group
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In this course, we'll guide you through the process of creating library phases and linking steps to the phases. 7 - 10 mins Learning objectives: ü Create a library phase ü Create a library step ü Add concerns and sub-steps to a step ü Set phases and steps as active
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In this course, you will learn how to create list elements in Ideagen Internal Audit and Risk Management. You'll learn how lists are used across the solution and how to configure different types of list items. 7 - 9 mins Learning Objectives: ü Understand how list elements are used ü Create and manage list items ü Configure advanced list settings
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In this course, you will learn how to create and manage item types in Ideagen Internal Audit and Risk Management. You'll learn how types control item behaviour and how different item types offer different configuration options. 7 - 8 mins Learning Objectives: ü Understand the purpose of item types ü Create and configure common item types ü Review advanced options for risks and tests
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In this course, you will learn how to create and manage your locations and process universe in Ideagen Internal Audit and Risk Management. You'll learn how locations and processes structure your data, control access, and support reporting across the organisation. 7 - 9 mins Learning Objectives: ü Search records in the list view ü Apply filters to locate specific records ü Use the filter builder to create complex searches
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In this course, you will learn how to create and configure audit types in Ideagen Internal Audit and Risk Management. You'll learn how audit types control audit behaviour, and how to build the structure needed for consistent and effective audits. 8 - 10 mins Learning Objectives: ü Understand audit types and their purpose ü Create and configure an audit type ü Define methodology, roles, and key dates
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In this course, you will learn how to create and manage questionnaires in Ideagen Internal Audit and Risk Management. You'll learn how to build questionnaires, assign them to users, and export responses for analysis. 6 - 8 mins Learning Objectives: ü Create and configure questionnaires ü Add and manage question types ü Assign and export questionnaire responses
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In this course, you will learn how to create and manage principal risks in Ideagen Risk Management. You'll learn what principal risks are, how to create them, and how they support grouping and reporting. 3 - 5 mins Learning Objectives: ü Understand the purpose of principal risks ü Create a principal risk ü Use principal risks to group and report on risks
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In this course, you will learn how to configure mastheads in Ideagen Internal Audit and Risk Management. You'll learn what mastheads are, how they differ across item types, and how to customise them to display the information you need. 4 - 6 mins Learning Objectives: ü Understand mastheads and their purpose ü Configure masthead fields for item types ü Adjust field order and visibility
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In this course, you will learn how to use the audit trail in Ideagen Internal Audit and Risk Management. You'll learn how to track system activity, apply filters, and review changes to support compliance and transparency. 3 - 5 mins Learning Objectives: ü Understand the purpose of the audit trail ü Filter and review audit trail activity ü Access item-level audit trails
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In this course, you will learn how to create and use library content in Ideagen Internal Audit and Risk Management. You'll learn why libraries are useful, how to create library items, and how to build linked ORCT libraries for reuse across the solution. 6 - 8 mins Learning Objectives: ü Understand the purpose of library content ü Create library items for reuse ü Build and activate an ORCT library
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In this course, you will learn how to manage user licences in Ideagen Internal Audit and Risk Management. You'll learn where to access licence management, how to assign licences to users, and how to revoke licences when they are no longer required. 3 - 5 mins Learning objectives: ü Access licensc management in Ideagen Hub ü Assign licences to users ü Revoke licences and manage availability