Audit Planning Per Month
Select PlanSmart
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Select Planning
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Click on Audit Planning per Month
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Filter the report as required
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Click on Show Report
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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.
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If no planning month has been allocated click on Update.
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Select the Planning month
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Click on Save Details
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A green checkmark will now appear along with the relevant user once the planning month has been saved.
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Select Planning
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Click on Audit Planning per Month
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Filter the report as required
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Click on Show Report
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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.
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If no planning month has been allocated click on Update.
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Select the Planning month
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Click on Save Details
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A green checkmark will now appear along with the relevant user once the planning month has been saved.
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Updated on: 31/10/2024
Thank you!