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Auditor Workspace & Portfolio

Field Auditor workspace on the CoopPilot Dashboard for conducting verification checklists, managing sub-auditors, reviewing discrepancy tickets, and issuing audit approvals.

1. Overview, KPIs & Recent Activity​

Auditors log into the Internal Audit Portal to access their field workspace on the CoopPilot Dashboard :

  • Assigned Audits Counter: Active audits currently under your direct review.
  • Pending Discrepancy Tickets: Open tickets awaiting your review or resolution confirmation.
  • Recent Audit Activity Feed: Real-time log of sub-auditor checklist updates, document uploads, and board responses.

2. Portfolio > History​

Inspect past completed audits and historical verification records:

  • Search archived audit files by cooperative name or fiscal year.
  • Review historical discrepancy resolution logs and signed verification checklists.

3. Portfolio > Settings (Sub-Auditor Assignments)​

Primary Field Auditors can delegate verification tasks to Sub-Auditors:

  1. Open Portfolio > Settings for an assigned cooperative.
  2. Click Assign Sub-Auditor.
  3. Select assigned Sub-Auditors and delegate specific checklist categories (e.g. Member Registry Verification, Financial Deposit Check).

4. Portfolio > Discrepancies & 5 Severity Levels​

Auditors enforce compliance across all 5 discrepancy severity tiers:

  • L1 (Minor): Typo in member record → Sub-Auditor or Auditor approves fix.
  • L2 (Document Missing): Missing CV or ID copy → Request upload from Coop-Admin.
  • L3 (Capital Deficit): Share deposit gap → Halt audit phase until capital verified.
  • L4 (Statute Defect): Statutory clause missing → Log formal defect requiring assembly vote.
  • L5 (Critical Legal Defect): Fewer than 3 members → Block audit and notify Org Admin.

5. Portfolio > Reports​

Auditors generate field verification reports:

  • Compile pre-approval audit summaries for Org Admin review.
  • Export checklist verification reports with time-stamped auditor signatures.