Changing the Review Status for Audited Sessions

You can use the review status to keep track of audited sessions. For example, if you have a formal review process, you can change the state of sessions to indicate whether they are in the queue to be reviewed, have been reviewed, are awaiting some type of action, or should be deleted. For each change of state, you can add comments to more fully document what’s been done or if any follow-up by another auditor is required.

By default, all audited sessions start with a review status of None.

To update the review status for a session:

1. Open Audit Analyzer and navigate to the session.

2. Select the session in the right pane, right-click, then select Update Review Status.

3. Select the appropriate new status.

   For example, select To be Reviewed if the session requires a review or To be Deleted if the session has no activity requiring further review or data that must be retained.

4. Type any notes for yourself or other auditors in the Comments dialog box, then click OK.

Viewing status history

The changes you and other auditors make to the review status for a session are recorded and cumulative, so that you can view the complete status change history for any session.

To view the status change history for a session:

1. Open Audit Analyzer and navigate to the session.

2. Select the session in the right pane, right-click, then select Properties.

3. Click the Review Status tab.

   Changes to the review status are listed with the most recent change at the top of the list and proceeding back in historical order. You can select any review status change in the list to see who made the change and any comments recorded when the change was made.

Adding comments to a session

The comments associated with a session are cumulative. For example, if you select To Be Reviewed and type a comment, then later change the state to Reviewed with another comment, both comments are displayed on the Comments tab if you view the session’s Properties.

You can also add comments to a session without changing its review status. To add comments to a session without changing the review status, right-click the session, select Properties, then click the Comments tab. You can use this tab to record detailed information about sessions of interest. You can also use the Review Status attribute to find sessions by review status, and the Comment attribute to find sessions by comment text.

Reviewing and deleting your own sessions

By default, you can update the review status, add comments, and delete your own sessions if you have an audit role with the appropriate permissions. However, there are installation wide options to prevent any users from updating the review status or deleting their own sessions. These installation-wide options take precedence over your audit role permissions. Depending on how these options are set, you might be prevented from updating the review status and adding comments to your own sessions, prevented from deleting any of your own sessions, or prevented from both. If either installation-wide option is set, you might be blocked when you attempt to add a comment or delete a session.