Chart Level Comments

Chart Level Comments are predefined remarks that allow auditors to document their findings with as much detail as required. Audit Manager includes a variety of default chart-level comments, and you can edit and enhance as desired but you can also add custom comments to meet your specific needs.  Although titled Chart Level Comments these statement can be used at the line level and the chart level.

Choose the desired version of Audit Manager+ to see the relevant steps:

• Audit Manager+ Enterprise
• Audit Manager+ Multi-Account

Audit Manager+ Enterprise

Follow these steps to start working with Chart Level Comments using Enterprise version:

• Navigate to the Admin Manage Audit Settings  Chart Level Comments. The Chart Level Comments screen will be displayed.

• You can navigate to the desired option and follow the step-by-step instructions:

  • Add Chart Level Comments

  • Edit Chart Level Comments

  • Bulk Upload Chart Level Comments

Audit Manager+ Multi-Account

Follow these steps to start working with Chart Level Comments using Multi-Account version:

• Navigate to the Admin Manage Settings  Chart Level Comments. The Chart Level Comments screen will be displayed.

• You can navigate to the desired option and follow the step-by-step instructions:

  • Add Chart Level Comments

  • Edit Chart Level Comments

  • Bulk Upload Chart Level Comments

Add Chart Level Comments

Follow the below steps to add custom Chart Level Comments:

• Click on the Add to define new comment details.
• Select the desired Category and Sub Category from the drop down list.
• Type the desired description in the Short Description and Long Description field.
• Click on the Display checkbox to make the created chart level comments visible in the Audit Worksheet.
• Select Save to confirm and store the new comment.
• Users can delete chart-level comments by selecting the desired comments from the list and choosing Delete from the Actions tab, or by clicking the Delete icon in the Actions field, if required.  Chart Level Comments used in an audit cannot be deleted.
• The Show/Hide option enables users to hide columns in the grid's list section.

Edit Chart Level Comments

Follow the steps below to edit existing Chart Level Comments:

• Use the search bar to find the desired comment.
• Click on the pencil Edit icon from Actions field, to open comment details.
• Update the necessary fields, such as category, subcategory, or descriptions.
• Click Save to apply the changes.

Bulk Upload Chart Level Comments

To add multiple chart-level comments at the same time, use the Bulk Upload using these steps:

• Click on the Bulk Upload. The Chart Level Comments: Bulk Upload window will be displayed.
• Click Download Template to access a preformatted .csv file that allows you to add multiple comments in the correct format and structure. 

Note: Do not modify the titles in the CSV file, do not add or delete columns in the template.  Any changes columns will prevent the successful upload of the comments.

• Enter all desired comment details into the downloaded file.
• Save the file in CSV format on your local device.
• Click in the Upload file area, then browse and select the saved file.
• Click Save to upload all the added chart level comments.  The comments will now be available for auditors in the Audit Worksheet.

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