Audit
Name Data Type Size Comments
The primary unit of work to be performed
ActionCount int16 Count of child actions
ActualEffort decimal (18,2) Number of days the audit actually took (if not using Retain)
ActualTime decimal (18,2) The amount of time actually recorded (for e.g. in Retain) for this Audit
ActualToActual decimal (18,2) Difference between Actual Effort and Actual Time
AttachmentCount int16 Count of child attachments
AuditReportCount int16 Count of child audit reports
BudgetEffort decimal (18,2) Number of days the audit is budgeted to take (if not using Retain)
BudgetTime decimal (18,2) The amount of time budgeted for this Audit
BudgetToActual decimal (18,2) Difference between Budget Time and Actual Time
BudgetToBudget decimal (18,2) Difference between Budget Effort and Budget Time
BudgetToPlanned decimal (18,2) Difference between Budget Time and Planned Time
ClosedTime datetime Date/time when the item was closed
Conclusion richtext Unlimited rich text conclusion
Conclusion_Plain string Plain text equivilent of the corresponding rich text field
Confidential boolean Whether or not the audit is confidential
DepartmentNames string List of names of the related departments
Description richtext Standard unlimited rich text description
Description_Plain string Plain text equivilent of the corresponding rich text field
EntityNames string List of names of the entities of the item
FindingCount int16 Count of child findings
HasOfflineCheckOuts boolean Whether or not the audit has any child items checked out
HasPrior boolean Whether or not the item has been "rolled forward" from another
MilestoneCount int16 Count of child milestones
Name string (555) Constructed from the Ref and Title
OrgUnit1Names string List of names of the first-level org units of the item
OrgUnit2Names string List of names of the second-level org units of the item
OrgUnit3Names string List of names of the third-level org units of the item
OrgUnit4Names string List of names of the fourth-level org units of the item
PlannedEffort decimal (18,2) Number of days the audit is planned to take (if not using Retain)
PlannedTime decimal (18,2) The amount of time already planned (for e.g. in Retain) for this Audit
PlannedToActual decimal (18,2) Difference between Planned Time and Actual Time
PlannedToPlanned decimal (18,2) Difference between Planned Effort and Planned Time
ProcessArea1Names string List of names of the first-level process areas of the audit
ProcessArea2Names string List of names of the second-level process areas of the audit
ProcessArea3Names string List of names of the third-level process areas of the audit
ProcessArea4Names string List of names of the fourth-level process areas of the audit
ProcessNames string List of names of the processes of the item
Progress int16 Percentage of the audit which has been "completed"
Purpose richtext Unlimited rich text purpose
Purpose_Plain string Plain text equivilent of the corresponding rich text field
Ref string (50) Standard short reference
RetainID int32 ID of corresponding item in Retain
ScopeNames string List of entity/processes which are covered by the item scope
Title string (500) Standard short title
Actions Action 1:M Link to child Actions
Approval SignOff 1:1 Link to Sign Off which contains when the record was Approved and when
Attachments Attachment 1:M Link to child Attachments
AuditAssignments AuditAssignment 1:M Link to child Audit assignments
AuditReports AuditReport 1:M Link to child Audit reports
AuditState AuditState M:1 Whether the item is "draft", "open", "completed", "approved" or "closed"
BusinessOwner Person M:1 Person who is responsible for the item in the business (used for permissions)
Candidate CandidateAudit 1:1 Link to parent Candidate Audit
ChildActions Action 1:M Link to all child actions (i.e. including ones linked indirectly)
ChildAttachments Attachment 1:M Link to all child Attachments (i.e. including ones linked indirectly)
ChildFindings Finding 1:M Link to all child findings (i.e. including ones linked indirectly)
ChildNotes Note 1:M Link to all child Notes (i.e. including ones linked indirectly)
Client Client M:1 Link to parent Client
ClosedBy Person M:1 Link to Person who closed the item
Completion SignOff 1:1 Link to Sign Off which contains when the record was Completed and when
Configuration MatrixConfiguration M:1 Link to (matrix) configuration which applies to item
Confirmation SignOff 1:1 Link to Sign Off which contains when the record was confirmed and when
CurrentMilestone Milestone M:1 Link to current miilestone
Departments Department M:M Department to which the item is assigned (used for permissions)
Director Person M:1 Special Person on the Audit when picked they are automatically assigned to it
DocumentRequests DocumentRequest 1:M Link to child Document Requests
EndMilestone AuditMilestone 1:1 Link to end milestone
Entities Entity M:M Link to child entities
EntityCurrents Entity 1:M Link to entities for which this is the "current" Audit
EntityLasts Entity 1:M Link to entities for which this is the "last" Audit
EntityProcessCurrents EntityProcess 1:M Link to Entity/Processes for which this is the "current" Audit
EntityProcessLasts EntityProcess 1:M Link to Entity/Processes for which this is the "last" Audit
Findings Finding 1:M Link to child Findings
Leader Person M:1 Special Person on the Audit when picked they are automatically assigned to it
Manager Person M:1 Special Person on the Audit when picked they are automatically assigned to it
Milestones AuditMilestone 1:M Link to child milestones
NextAudit Audit 1:1 Link to the item into which this was "rolled forward"
NextCandidate CandidateAudit 1:1 Link to the item into which this was "rolled forward"
Objectives Objective 1:M Link to child Objectives
OfflineCheckOut OfflineCheckOut 1:1 Link to child check out which contains who/when item was checked out
Period AuditPeriod M:1 Basic segmentation (may later be used for scheduling)
PlanState PlanState M:1 Whether the Audit is "Planned", "Added" or "Removed"
Preparation SignOff 1:1 Link to Sign Off which contains when the record was prepared and when
PriorAudit Audit 1:1 Link to the item from which this was "rolled forward"
Problems Problem 1:M Link to child problems
Processes AuditProcess 1:M Link to child audit/processes
Questionnaires AuditQuestionnaire 1:M Link to child Questionnaires
Rating AuditRating M:1 Basic segmentation
ReportMilestone AuditMilestone 1:1 Link to report milestone
ReviewPoints ReviewPoint 1:M Link to child Review points
Scope EntityProcess M:M Entity/Processes (i.e universe matrix) which are covered by the Audit
SignOffState SignOffState M:1 Whether the item is "Open", "Completed" or "Approved"
StartMilestone AuditMilestone 1:1 Link to start milestone
TimeSheetLines TimeSheetLine 1:M Link to child Time Sheet lines
Type AuditType M:1 Basic segmentation
WorkPlans WorkPlan 1:M Link to child work plans