Audit Planning Per Month
Select PlanSmart
Select Planning
Click on Audit Planning per Month
Filter the report as required
Click on Show Report
This report will display all of your clients marked for the Audit service and their relevant planning month as well as the user assigned to that client.
If no planning month has been allocated click on Update.
Select the Planning month
Click on Save Details
A green checkmark will now appear along with the relevant user once the planning month has been saved.
Select Planning
Click on Audit Planning per Month
Filter the report as required
Click on Show Report
This report will display all of your clients marked for the Audit service and their relevant planning month as well as the user assigned to that client.
If no planning month has been allocated click on Update.
Select the Planning month
Click on Save Details
A green checkmark will now appear along with the relevant user once the planning month has been saved.
Updated on: 31/10/2024
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