Creating Question Profiles

Controls groups can be organized into question profiles. Question profiles enable you to assign one set of questions to one location or to multiple locations. A profile can contain one or more controls groups and be designated as a certification or assessment profile.

  To create profiles:

  1. Select Metadata > Locations.

    The Locations screen is displayed.

  2. Select the Financial Controls tab.

  3. Select a location.

    Note:

    Repeat this procedure to assign questions to additional locations.

  4. In the Certification (302) or Assessment (404) menu, click Edit.

    The Certification Profile ior Assessment Profile dialog box is displayed.

  5. Click Add.

    The Enter Profile Name dialog box is displayed.

  6. For the new profile, enter a name.

  7. Click OK.

  8. From the Certification Profile dialog box, add controls groups to the profile:

    1. From Available Groups, select a group.

    2. Click The Add Group button. to add the group to the Group Profile table.

    3. As needed, repeat steps a and c.

    4. Click OK.