Getting Started: Navigating AuditMiner for TPA Workpapers

This article details how to navigate, customize your view, and log out.

Navigating

Manage Engagements

Here you can view all engagements, create new engagements, and view the status of each engagement.

Step 1

Learn how to create an engagement.

Manage Users

Here you can view all users and their role.

Step 2

Learn how to add or deactivate users.

Manage Clients

Here you can view all created clients and add additional clients.

Step 3

Learn how to create a client.

Firm Testing Setup

Admin users are able to modify testing procedures and sampling that will flow through to all future engagements. Please note that procedures and sampling may be modified at the plan level as well.

Step 4

Learn how to modify firm testing setup

Resources

See this article for a comprehensive list of resources available to help answer your questions.

How to Customize Your View in the Manage Engagements Screen

Column Order

Select and drag the handle next to the header to move to your preferred location.

Step 9

Pinning Columns

Select the handle next to the header, and select "Pin Column."

Step 10

Filtering

Select the sort button and modify the applicable criteria to filter. 

Step 11

Column Selection

To view all available columns, click the below icon and modify applicable columns to be included in the page display.

Step 12

How to Log Out

Select your email in the bottom corner.

Step 13

Select "Logout."

Step 14