Streamline and Control the Information Request Process
The Information Request (IR) module enables auditors to create, prioritize, distribute, and monitor IRs.
A real-time dashboard provides full visibility into the status of each request,
while all communication is captured and stored at the IR level — ensuring nothing is lost in email.
Everything You Need to Run an IR Workflow
- 1 Automatically inherit project data from Project Management
- 2 Use standardized IR language through configurable templates
- 3 Assign priorities and due dates with aging visibility
- 4 Distribute IRs to internal teams, clients, and audit hosts
- 5 Send single or multiple IRs simultaneously
- 6 Automatically generate IR PDFs and supporting folders
- 7 Create reminders and maintain detailed status logs
Creating an IR is Simple and Flexible
Users can select from pre-built templates or create requests from scratch. Once created, all relevant project data is automatically populated from Project Management — eliminating manual entry and improving consistency. The system also generates a PDF copy of each IR and stores it within an organized folder structure, saving time and ensuring proper documentation.
Routed, Reviewed, and Securely Delivered
For organizations using approval workflows, IRs can be routed to a Project Lead for review and approval before being issued.
Once approved, IRs and supporting documentation are securely delivered to the audit host through the system.
Every Stage of the IR Lifecycle, Tracked
The system tracks every stage of the IR lifecycle:
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1Creation
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2Approval
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3Distribution
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4Recipient Access
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5Responses Received
When responses are submitted, dashboard alerts notify the responsible auditor,
ensuring timely follow-up and continuous project progress.
A Complete, Auditable Record of Every Interaction
All communication with audit hosts is captured within the platform, eliminating the need to manage email threads or manually document interactions — creating a complete, auditable record of all activity related to each IR.
IR Log and Status Monitoring
The IR Log provides a comprehensive view of all requests associated with an audit project. Users can:
- 1 Monitor the status of each IR in real time
- 2 Use color-coded indicators to identify critical or overdue items
- 3 Sort and prioritize IRs based on days outstanding
- 4 Send reminders and status updates to audit hosts
- 5 Ensure alignment between auditor and audit host records

