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Workpapers

A workpaper documents all the work performed for a procedure — the testing sheet, results, exceptions, evidence, and your conclusion.

The testing sheet​

The testing sheet is a grid where rows are sample items and columns are testing attributes:

  • Click a cell to record the result: Pass, Fail, or N/A
  • Failed cells are highlighted and prompt you to document an exception
  • Progress is tracked automatically as you fill in results

Recording results​

For each sample item, test each attribute and record:

ResultWhen to use
PassThe item meets the attribute criteria
FailThe item does not meet the criteria — creates an exception
N/AThe attribute is not applicable to this item

Procedure conclusion​

After completing all tests:

  1. Review your exceptions and overall results
  2. Write or generate a conclusion summarizing your work
  3. Click Draft Conclusion to have AI generate a conclusion based on your test results
  4. Edit the draft as needed

Submitting for review​

When your workpaper is complete:

  1. Change the procedure status to Testing Complete
  2. A supervisor reviews the workpaper, testing sheet, and conclusion
  3. They can approve the procedure or send it back for rework

Attaching evidence​

Link supporting documents to your procedure:

  1. Click Evidence in the procedure detail
  2. Upload files or link to engagement documents already in LOQI
  3. Evidence is attached to the workpaper record

What's next​