QBR Audit allows you to complete technology audit based on the Healthcheck template you assign to a client.
To start click QBR Audit on the left menu which will open a progress status page with many options and navigation controls.
Fill out the form with
- Current status, recommendation and client decision
- Score the control by selecting appropriate health or security risk score
- Update Last Check Date
- Select flags under Misc section (this will group the controls on the vCIO Dashboard as well as the QBR report)
- Optionally: add a project (this will show up on the Budget & Roadmap page, ticket or link to asset or another healthcheck
Then move forward to the next control by pressing the > icon
You can also review, update, add or remove current controls using the grid view filters and sorting controls which can help with bulk editing.