Audit Quality Charter

Note: Only Partners are authorized to make changes.

Creating an Audit Quality Charter

To create a new Audit Quality Charter, click on New from the list view. Fill in the required fields and click the Create New Audit Quality Charter button to complete the process.

Note: The version number should be unique.

Create Audit Quality Charter — Creating an Audit Quality Charter

Basic Info Permissions

Feature / Field	Audit Manager	Audit Partner	Audit Staff	Notes
Version	Hidden	Hidden	Hidden	Only Visible To QC Partner
Issue Date	Hidden	Hidden	Hidden	Only Visible To QC Partner
Is Latest	Hidden	Hidden	Hidden	Only Visible To QC Partner
Approved By	Hidden	Hidden	Hidden	Only Visible To QC Partner
Audit Firm Checkbox	Hidden	Hidden	Hidden	Only Visible To QC Partner

Adding Firm-Level and Engagement-Level Quality Lists

After creating the Audit Quality Charter, you can add both the Firm-Level Quality list and the Engagement-Level Quality list. The interface for both tables is the same.

You can use the Add Default Row option to add predefined rows to each table.

Firm-Level Quality Permissions

Feature / Field	Audit Manager	Audit Partner	Audit Staff	Notes
Firm Level Quality Add Row Button	Hidden	Hidden	Hidden	Only Visible To QC Partner
Firm Level Quality Add Default Rows Button	Hidden	Hidden	Hidden	Only Visible To QC Partner
Firm Level Quality Edit Button	Hidden	Hidden	Hidden	Only Visible To QC Partner
Firm Level Quality Delete Button	Hidden	Hidden	Hidden	Only Visible To QC Partner

Engagement-Level Quality Permissions

Feature / Field	Audit Manager	Audit Partner	Audit Staff	Notes
Engagement Level Quality Add Row Button	Hidden	Hidden	Hidden	Only Visible To QC Partner
Engagement Level Quality Add Default Rows Button	Hidden	Hidden	Hidden	Only Visible To QC Partner
Engagement Level Quality Edit Button	Hidden	Hidden	Hidden	Only Visible To QC Partner
Engagement Level Quality Delete Button	Hidden	Hidden	Hidden	Only Visible To QC Partner

Generating PDF

You can generate a PDF of the Audit Quality Charter by clicking the Audit Quality Charter button.

Errors You May Get

Error Message	Remedial Action
Only QC Partner can edit this document	Ensure the logged-in user is the designated QC Partner before editing.
Version should be unique.	Use a unique version identifier that hasn’t been used before.
Only QC Partner can submit this document	Verify that the submitting user is the assigned QC Partner.
Firm Level Quality should not be empty	Fill in the Firm Level Quality details before submitting.
Engagement Level Quality should not be empty	Fill in the Engagement Level Quality before proceeding.

Global Actions & Document Operations

Permissions regarding the overall management of the Audit Quality Charter.

Feature / Field	Audit Manager	Audit Partner	Audit Staff	Notes
Delete Button	Hidden	Hidden	Hidden	Only Visible To QC Partner
Save Button	Hidden	Hidden	Hidden	Only Visible To QC Partner
Submit Button	Visible	Visible	Visible