To create/edit multiple Evidence Requests at once, select Import from the Evidence Requests tab.
Then select the applicable Compliance Program, and click Download Evidence Request List.
Once the template downloads, populate the following fields:
- Internal ID: This will be system generated and can be left blank for new Evidence Requests items. For existing Evidence Requests items, do NOT modify this Internal ID
- Process (Required): Associate your Evidence Request to a specific process from the selected Audit Project
- Type (Required): Select type of Evidence Request you’d like to create between General, Sample, and Population (Please ensure that you type your selection in lower case).
- Phase (Optional): Associate your Evidence Request to a specific testing phase for the selected Audit Project
- Associated Control(s) (Optional): Associate your Evidence Request to specific control(s) for the selected audit project. Select none, one, or multiple
- Associated Key Report(s) (Optional): Associate your Evidence Request with specific Key Report(s) for the selected audit project. Select none, one, or multiple
- Associated Risk(s) (Optional): Associate your Evidence Request with specific Risk(s) for the selected audit project. Select none, one, or multiple.
- Associated Operation(s) (Optional): Associate your Evidence Request with specific Operation(s) for the selected audit project. Select none, one, or multiple.
Status (Required): Describes status of existing Evidence Requests. Please ensure that you type your selection in lower case, and that new requests have a status of "draft".
- Evidence Request Name (Required): Evidence Request short description
- Request Description (Required): Full request details
- Due Date (Optional): Set a due date for the recipient
- Requester (Required): Add Requester(s) email address.
- Recipient List (Required): Add Recipient(s) email address from your existing list of contacts or create a new contact
Importing Your Completed Template
Once you have completed the template, select your file, and click Import.
New Requests (Draft Status): Newly imported requests will appear on the main Evidence Requests page with a status of 'in draft'. They do not send emails automatically.
Existing Requests: Modified existing requests will automatically update with the changes from your Excel template.
Important: Do not modify the Internal ID column for existing requests before importing, or your changes will not map correctly.
Sending Drafted Requests
To initiate the email notification campaign for your newly imported draft requests:
Navigate to the main Evidence Requests page.
Click into the specific draft request to open the details view.
Click the green Send Request button in the Email Messages component.
Please see Responding to Evidence Requests (Recipient’s Guide) for further detail.