User Guide — QA Reviewer

As a QA Reviewer, you ensure audit work meets professional standards (IIA IPPF), organizational policies, and methodology requirements.

Your Role

Area	Responsibility
Engagement QA	Review completed engagements against quality standards
Workpaper Review	Detailed assessment of workpaper quality
Finding Validation	Verify findings are complete and accurate
Standards Compliance	Ensure IIA IPPF compliance
Trend Analysis	Track quality trends across the audit program
KRI Configuration	Configure quality-related KRIs

Conducting a QA Review

Step 1 — Select Engagement

Navigate to QA → + New Review → select the engagement to review.

Step 2 — Choose Review Template

Select a template aligned to your methodology:

• IIA IPPF Compliance — full IPPF standards checklist
• Workpaper Quality — focused workpaper assessment
• Report Quality — report-specific review
• Custom — organization-specific checklist

Step 3 — Complete Assessment

For each checklist item:

1. Review the relevant workpapers, findings, or reports
2. Rate each item: Compliant, Partially Compliant, Non-Compliant, N/A
3. Add comments explaining your assessment
4. Attach evidence of review observations

Step 4 — Score and Submit

The system calculates an overall quality score based on your ratings. Submit the review for tracking.

Permissions

Permission	Access
QA reviews	Create, conduct, and submit
Workpapers	View all (read-only)
Findings	View all (read-only)
Reports	View all (read-only)
KRI Config	Configure quality KRIs
AI Companion	Access for analysis

Tips

1. Be consistent — use the same standards across all reviews
2. Document specifics — cite exact workpaper references for non-compliance
3. Track trends — use QA Analytics to identify systemic issues
4. Recommend training — suggest training for recurring quality gaps