Page Comparison

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1. Click To-Do List in the left-hand navigation.
   
   
   
   
2. The page displays with all your assigned items.
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Accessing the To-Do List from Email Notifications

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1. Select from one or more of the drop-down menus:
   1. Related to - This filters the page by audit.
   2. View by type - This narrows the display by assessment, request due by and task.
   3. Due by - This displays items due on the selected date.

   4. New comments - This shows only assignments with unread comments.
      
      

      Infotip
      title NOTETIP
      As selections are made, the page updates in real time.

      
      

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1. Click View beside the desired item.
   
   
   
   
2. The page displays with three steps.
   
   
   
   
3. Read the objective, controls, description, and test plan information and requirements in Step 1.

4. Review

   requests mapped to the control and

   information in Step 2, then upload evidence, add links, and/or enter comments in the Comments text field.
   
   

   Tip
   title TIP
   The actions needed on Step 2 will vary depending on whether your assigned item is an assessment, request, control or issue.

   
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5. Click Send.
   
   

   Tip
   title TIP
   Please note that information inserted into the Comments text field does not get exported when evidence is downloaded. However, it will always be viewable in the application.

   
   

6. Provide the conclusion in Step 3.
   1. Design - Select from the following:
      1. Effective.
      2. Ineffective.
      3. N/A.
   2. Operational effectiveness - Select from the following:
      1. Effective.
      2. Ineffective.
      3. N/A.
7. Click Complete Assessment to submit the task.

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1. Click the Submitted Items box. The page displays with only the items you've completed.
   
   
   
   

   Tip
   title TIP
   Alternatively, click the To-Do Items box to return to your assigned items.

   
   

Viewing Incoming Items

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The To-Do List automatically defaults to your current list that needs immediate attention. However, you can quickly see the items that will be added to your To-Do list once the current assignee submits information or verifies a submission. These are typically items that you are listed as a reviewer or a verifier.

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To view upcoming tasks, complete the following steps:

1. Click the Upcoming items box.
2. The page refreshes with those items that will be placed in your To-Do items once an assignee completes the requested action.

Reassigning a Task

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