Compose Audit Report

Audit Report

The Audit Report module allows users to generate specific documents based on the layouts defined in the PDF Templates AR module. It provides a dynamic interface to fill in variable data, manage tables, and generate final PDF or DOCX files.

Feature / Field	Audit Manager	Audit Partner	Audit Staff	Notes
All Fields	Visible	Visible	Hidden	Only Manager or Partner Can Edit Doc

Basic Info & Configuration

The Basic Info tab is used to initialize the document and link it to a master template.

Linked PDF Template: Select a pre-existing template. This determines the content and variables available in the next tab.
PDF/Word Doc Uploads: You can optionally upload static versions of the document for record-keeping purposes if the dynamic generation is not required for a specific instance.

Variable Text Based PDF

This tab renders the content from the linked template. The system automatically detects variables (placeholders) and creates specific input fields for them.

Dynamic Fields

Based on the variable suffix defined in the template, different input types will appear:

Standard Text: Simple input boxes for text replacement.
Date Fields (_DATE): A calendar picker to ensure correct date formatting.
Dropdowns (_BLANK): A selection list for standard status options (e.g., Standalone, Consolidated).
Paragraphs (_PARA): A rich-text editor for entering longer descriptions.

Table Variables (`_TABLE`)

If the template contains a table variable, a dynamic table builder appears.

Define Columns: Enter column headers separated by commas (e.g., Name, Age, Role).
Set Columns: Click the Set Columns button to initialize the grid.
Add Data: Use the Add Row button to insert data rows.

Document Generation

Once all variables are filled:

Generate PDF / DOCX: Click these buttons to create the physical file on the server. The system replaces all placeholders with your input data.
Load Latest Template: If the master PDF Template has changed, click this to refresh the content. Warning: This may overwrite current inputs.
Add Letterhead: Check this box to apply the firm's letterhead to the generated file.

Possible Error Messages and Remedies

Error Message	Remedial Action
Only QC Partner can Create/Edit/Delete	This action is restricted. You must have the "Audit Partner" or "Audit Manager" role to manage these documents.
Cannot delete or cancel because Client [Name] is linked with [Document]	This document is currently linked to another record (such as a Checklist or Issue). Remove the link in the related document before deleting.
PDF Not Exist Please Generate	You are trying to view the document before it has been created. Click the Generate PDF button first.
Please set table columns first	You clicked "Add Row" on a table variable without defining the headers. Enter comma-separated column names and click "Set Columns" first.