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Audit/Branch Exam Management

Scheduling, conducting, following up and closing out the requisite internal inspections of OSJ, branch and non-branch locations can be a complex and time-consuming task.

The Audit/Branch Exam Management tool offers a streamlined, automated solution for conducting internal audit and branch exams – from audit/exam creation to scheduling to resolution.

By automating many of today’s manual processes, your staff is freed up to focus on what matters most – creating a culture of compliance and mitigating compliance risk.

Features

  1. EXAM FORMS
    EXAM FORMS
    0
    Create an unlimited number of exam forms including question branching, help for examiners, and links to relevant policies or procedures.
  2. SCHEDULING
    SCHEDULING
    1
    Easily identify which offices have not been scheduled. Schedule an exam to multiple offices. Filter or sort offices by state, region, or custom attributes. > Produce a schedule of all upcoming exams
  3. EXIT LETTERS
    EXIT LETTERS
    2
    Create templates for each type of exit letter. Automatically populate letters with deficiencies in each section of the exam, data regarding the office, personnel who participated in the exam, and instructions to the examiner for completing the letter