Testing Overview

The Execution tab is where audit fieldwork happens. You execute procedures, collect evidence, record test results, and document exceptions.

The Execution tab

The Execution tab organizes your work by objective. Each objective expands to show its procedures, with status badges, assignees, and progress indicators.

Procedure cards

Each procedure card shows:

• Title and brief description
• Status badge (Not Started, In Progress, Testing Complete, etc.)
• Assigned auditor
• Due date (with overdue warning if past due)
• Progress — number of samples tested vs. total

Click on a procedure to open its detail page and begin testing.

Testing workflow

1. Open the procedure from the Execution tab
2. Add sample items — manually or by importing from a spreadsheet
3. Test each sample against the defined attributes
4. Record results — Pass, Fail, or N/A for each attribute
5. Document exceptions when attributes fail
6. Complete the workpaper with a conclusion
7. Submit for review when done

Sub-tabs in Execution

Tab	Purpose
Workpapers	View procedures grouped by objective, access testing sheets
Findings	View and manage findings created from this engagement
Evidence Requests	Send and track PBC requests to management
Interviews	Access interview records for this engagement

What's next

• Sampling — How to select and add sample items
• Workpapers — Document your testing work
• Exceptions — Handle failed test results
• Evidence Requests — Request documents from management