Settings
Modules
Control which features are visible in the sidebar.
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Core Modules
Main features available in the sidebar
Dashboard
Standard and AI dashboards — control heatmaps, SOC reliance status, UAR status, and custom dashboards.
Planning
Audit planning, timeline, scoping documents, memos, and annual plan.
SOC Report Reviews
SOC report analysis, qualifications & exceptions tracking, and bridge letter management.
UAR Reviews
User Access Review — roles to permissions mapping, exception tracking, and SoD conflict identification.
Requests
Audit requests and evidence collection, business and IT request boards, and PBC tracking.
Evidence & Testing Intelligence
AI-powered evidence review against control requirements and workpaper review.
Change Log Review
AI-powered change log review — validates management review, completeness, and accuracy.
Testing
Walkthroughs, design and operating effectiveness testing, workpapers, and test of controls.
Master Data
Sub-sections within Master Data
Scoping & Materiality
Materiality thresholds, significant accounts, and scoping decisions within Master Data.
Dashboard Widgets
Individual widgets shown on the standard dashboard
Control Heatmap
Heatmap grid of controls colour-coded by issue count.
Controls by Application
Control counts grouped by application and system.
Gradient Heatmap
Colour-intensity heatmap reflecting weighted issue volume.
Remediation Status Matrix
Counts of remediation items split by status.
Treemap — Top Controls
Size-proportional tiles for the highest-issue controls.
Heat Bar
Horizontal bar chart of the top controls by issue count.
SOC Reliance Status
Vendor SOC review status summary and outstanding items table.
UAR Status
User Access Review status breakdown and records summary.
UAR Roles Status
Roles-to-permissions review status and exception summary.
UAR Users Status
Users-to-permissions review status and exception summary.
Change Log Status
Change log review status and AI findings summary.