• Click on Report and then click on Planning Reports on the left side.

• Click on Generate report on top right corner of window.

• Select start and end date by clicking on calendar icon.

• Add report name in the space provided and then click on Add Report in order to generate planning report

• Report will appear on the main Planning report window. User can View, Edit and Delete the report by clicking on respective icons.

• After clicking on Edit icon, Audit planning report will open. Report name and Dates will be pre populated by system.

• User need to populate Executive summary, Audit planning Methodology, Risk Assessment summary, Organization strategy and Summary of Risks.

• User can Add additional information by clicking on Add Heading.

• Populate area provided for heading and description and click on Add Heading at the bottom of the window.

• Added heading can be edited or deleted by clicking on respective icons

• File can be added by clicking on Choose file and then clicking on Upload button.

• Click on Save report to save the changes made.

• Click on back Icon on the top of the screen to go to the main Planning report window.

• After Saving the report, Publish button will appear on the main Planning report window. Click on that to Publish the report.