Description
This page allows you to view the home page for this audit plan. An audit plan consists of the expected scope, goals and conduct of the audit.
Page Preview
Page Flow Diagram
Click the diagram to manipulate and zoom. Traverse the diagram using Click-and-Drag motions. Fullscreen
Fields
Details
LabelTypeDescriptionMandatory
PriorityAUDIT_PLAN_PRIORITYIndicates the importance of the audit plan.No
Creation DateCURAM_DATEThe date the audit plan was created.No
Created ByUSER_FULL_NAMEThe user who created the audit plan.No
StatusAUDIT_PLAN_STATUSThe status of the audit plan.No
Record StatusRECORD_STATUSThe record status is used to indicate if the audit plan has been logically deleted.No
PurposeAUDIT_PLAN_PURPOSEThe purpose of or type of audit.No
Coordinator
LabelTypeDescriptionMandatory
CoordinatorUSER_FULL_NAMENo
Schedule
LabelTypeDescriptionMandatory
Start DateCURAM_DATEThe date the audit is scheduled to commence.No
End DateCURAM_DATEThe date the audit is scheduled to end.No
Schedule Comments
LabelTypeDescriptionMandatory
Schedule CommentsCOMMENTSNo
Audit Plan Progress
LabelTypeDescriptionMandatory
Audit Plan ProgressBIRT_REPORTNo
Case Sample Details
LabelTypeDescriptionMandatory
Percentage Of CasesAUDIT_PLAN_PERCENTAGE_CASESThe percentage of cases to be audited.No
Number Of CasesAUDIT_PLAN_NUMBER_CASESThe number of cases to be audited.No
User SelectedCURAM_INDICATORIndicates if the user has selected specific cases to audit rather than letting the system produce a random sample based on selection criteria.No
Audit Plan Comments
LabelTypeDescriptionMandatory
Audit Plan CommentsCOMMENTSNo
Recent Transactions
LabelTypeDescriptionMandatory
TypeAUDIT_PLAN_TRANSACTION_CODEThe type of the transaction.No
DescriptionXML_DESCRIPTION_STRINGLabel for the description field.No
Date TimeCURAM_DATETIMEThe time that the transaction occurred.No
Created ByFULL_NAMEThe user that invoked the transaction on the audit plan.No
Links and Actions
Page Level Actions
LabelDescription
[Change…]Click the Change link to change the coordinator of the audit plan.
Add ScheduleClick the Add Schedule link to enter schedule details for the audit plan.
Add Summary FindingsClick Add Summary Findings to add summary findings for the audit plan.
CompleteClick the Complete link to complete the audit plan.
DeleteClick the Delete link to delete the audit plan.
Delete ScheduleClick the Delete Schedule link to delete schedule details for the audit plan.
EditClick the Edit link to modify the audit plan header information.
Edit ScheduleClick the Edit Schedule link to update schedule details for the audit plan.
Edit Summary FindingsClick Edit Summary Findings to edit the summary findings for the audit plan.
Generate Random Case SampleClick the Generate Random Case Sample link to generate a case sample list.
Search for Cases to AuditYou can click the Search for Cases to Audit link to search for cases to audit.
Select Specific Cases to AuditYou can click the Select Specific Cases to Audit link to select specific cases to audit based on case reference, client reference and client name.
View Summary FindingsClick View Summary Findings to display the summary findings for the audit plan.
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2s %3s %4sLinkNo
%1s %2s %3s %4sLinkNo
An entity identifier cannot be null.LinkNo
An entity identifier cannot be null.LinkNo
An entity identifier cannot be null.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
A row identifier cannot be null.LinkNo
More than entity of type '%1s' with key value '%2s' found in the cache.LinkNo
More than entity of type '%1s' with key value '%2s' found in the cache.LinkNo
More than entity of type '%1s' with key value '%2s' found in the cache.LinkNo
Multiple Business Intelligence report configuration records were found for the report name %1s.LinkNo
No Business Intelligence report configuration was found for the report name %1s.LinkNo
No Business Intelligence report viewer configuration found.LinkNo
No database access is allowed at this point.LinkNo
No database access is allowed at this point.LinkNo
No database access is allowed at this point.LinkNo
No row manager set which contains the optimistic lock.LinkNo
System configuration error - Unable to retrieve system user details from the database. Please contact your system administrator.LinkNo
System configuration error - Unable to retrieve system user details from the database. Please contact your system administrator.LinkNo
The Auditor does not have access to this Case Audit Type.LinkNo
The Auditor does not have access to this Case Audit Type.LinkNo
The Coordinator does not have access to this Case Audit Type.LinkNo
The Coordinator does not have access to this Case Audit Type.LinkNo
The login ID %1s does not map to a user name.LinkNo
The login ID %1s does not map to a user name.LinkNo
The login ID %1s does not map to a user name.LinkNo
When page is submitted
None
Related Entities
Technical Information
Page IDCaseAudit_viewAuditPlan
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Case Audit\Audit Plan\Home\CaseAudit_viewAuditPlan.uim
Page Load InterfaceAuditPlan.getAuditPlanFocusAreaChart, AuditPlan.viewAuditPlan, AuditPlanTransactionLog.listRecentTransactions
Page Submit Interface
Linked From PagesComplete Audit Plan (AuditPlan_confirmCompletePlan), Add Focus Areas (CaseAudit_addAuditPlanFocusAreas), CaseAudit_listActiveAuditPlans, CaseAudit_searchAuditPlan