Training

General Guidance Setup of the Workbook Instructions, Definitions, Framework Tabs: The first three tabs of the workbook include key instructions, definitions, and the conceptual framework. Institution Tabs: There is one data collection tab for each institution. This is where you will review the questions relevant to the institution you are auditing and enter the appropriate…

Quick-navigation:1. Overview of Workbook Setup 2. Setting up the Workbook for Distribution to Auditors3. Consolidating the Data from Multiple Institutions after Data Entry is Complete4. Copying and Pasting Dashboard Charts and Tables 1. Overview of Workbook Setup Protected Worksheets All of the worksheets (tabs) are protected and only cells in which data needs to be…