To edit a Program, a Manager or Admin would click on the kebab (three dots) on the very right of the Audit Project. You will see a few options in the drop-down.
- Edit: This will direct you to the “Edit Program” page that will allow you to edit the Program Name, Program Period, Start/End Period, and Time Zone.
- Revise RCM: This will direct you to a page where you are able to manage your RCM for that Program. From here, you will be able to download your existing RCM, make changes, and upload the new version. For more information on maintaining your RCM, please check out the Bulk Edits to your RCM help article.
- Revise Tests: This will direct you to a page where you are able to manage your Testing Procedures and Assignees. For more information on editing your Testing details, please check out the Bulk Edits to Tests help article.
- Make a Copy: Making a copy of the Program will copy all associated risks, processes, certifications, tests, and controls. We recommend Making a Copy to roll forward your Program to the next fiscal year.
- Rebuild Cloud Storage: This will reestablish FloQast’s connection to the FloQast Compliance Management folders in your Cloud Storage.
- Customize RCM Fields: Add your own Custom Fields to your Programs.
- Deactivate: Deactivating a Program will allow users to abandon a Program. Once deactivated, it will be removed from your Active Program library and moved to your Inactive Program library. Programs within the inactive Program library can always be reactivated by clicking “Reactivate.”