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Course Overview and Introduction

Course map

Section 0 | Orientation: the course and Guided Intelligence

0.1 Welcome and what this course covers

0.2 About Guided Intelligence and why this platform exists

Section 1 | Account setup and login

1.2 Logging in and staying secure

1.3 Settings and making the app comfortable

Section 2 | Finding your way

2.1 The layout: sidebar, header, and where everything lives

2.2 Home dashboard tour

Section 3 | Dashboard features and audit setup

3.1 How an audit gets created: BORIS, client managers, and you

3.2 Audit setup, step by step

3.3 My Audits, My Teams, My Reports

3.4 Document Review at a glance

Section 4 | The digital workbook and capturing evidence

4.1 Workbook structure: the shape you already know

4.2 Recording findings and the attainment scale

4.3 Three ways to capture: typing, voice, stylus

4.4 Attaching and organising evidence

Section 5 | Audit tools in depth

5.1 Interviews: recording, transcription, and consent

5.2 Annotations and highlights

5.3 Corrective actions: the CAR table

5.4 Tracking tables: attendance, training, daily tracking

5.5 Smart assists: RAG assist, risk flags, and tracers

Section 6 | Generating and editing the report

6.1 What the AI does, and what it never does

6.2 Generating: summary, full report, corrective actions

6.3 Editing and disciplined review

6.4 Sign off and export: Word, PDF, PRMS

Section 7 | Document review deep dive

7.1 The checklist and uploading provider documents

7.2 Running the AI review and reading the results

7.3 Turning review output into audit prep

Section 8 | Wrap-up and the pilot

8.1 A full audit, end to end

8.2 The pilot: what happens next, feedback, and support

8.3 Your pre-pilot checklist and final knowledge check

Quiz

INTERACTIVE

Survey/Feedback

CONFIRM BEFORE RECORDING

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Production notes

Welcome to "Getting Started with the Guided Intelligence App for Auditors," your comprehensive guide to transitioning from traditional paper-based auditing to a streamlined, highly efficient digital workflow. In today's fast-paced auditing environment, maximizing efficiency, accuracy, and data security is absolutely paramount.

Welcome to "Getting Started with the Guided Intelligence App for Auditors," your comprehensive guide to transitioning from traditional paper-based auditing to a streamlined, highly efficient digital workflow. In today's fast-paced auditing environment, maximizing efficiency, accuracy, and data security is absolutely paramount. This course is specifically designed to equip field auditors, client managers, and compliance professionals with the essential skills needed to master the Guided Intelligence platform from top to bottom. Throughout this interactive training journey, you will explore the core functionalities of the application, starting from basic account setup, role permissions, and secure login procedures, to navigating the intuitive home dashboard. We will dive deep into the digital workbook, teaching you how to seamlessly record findings using versatile input methods like typing, voice-to-text transcription, or a stylus. You will also learn how to effectively attach, organize, and annotate digital evidence directly within the app. Furthermore, you will discover how to leverage advanced AI-driven tools, such as the AI document review engine, smart RAG assists, and automated report generation, all while maintaining your critical professional judgment and oversight. By the end of this course, you will be fully prepared to conduct end-to-end digital audits, manage Corrective Action Requests (CARs), and confidently participate in the upcoming pilot program. Embrace the future of auditing and transform your daily workflow with Guided Intelligence!

Getting Started with the Guided Intelligence App for Auditors

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            <p>The auditing profession relies heavily on precision, meticulous evidence gathering, and rigorous reporting. For years, these critical tasks have been accomplished through traditional written workbooks and manual tracking methods. However, to enhance efficiency and accuracy in the field, transitioning to a fully integrated digital workflow is now essential. This training program is designed specifically for experienced auditing professionals to facilitate a seamless transition from paper-based methodologies to the Guided Intelligence application. By leveraging this platform, auditors will maintain their rigorous professional standards while benefiting from streamlined data capture, centralized evidence organization, and advanced analytical tools that support, rather than replace, professional judgment.</p>

<p>Throughout this comprehensive curriculum, the instruction will systematically guide users through the complete lifecycle of a digital audit. The coursework begins with foundational elements, including secure account setup, dashboard navigation, and the initial creation of an audit file. From there, the focus shifts to practical field applications, demonstrating how familiar concepts—such as the attainment scale, Corrective Action Request (CAR) tables, and evidence logging—are translated into an intuitive digital format. Participants will explore advanced functionalities including voice-to-text capture, digital annotations, AI-assisted document reviews, and automated report generation. Ultimately, this training ensures that professionals are fully equipped to execute end-to-end audits within the Guided Intelligence app and are thoroughly prepared for the upcoming pilot program.</p>
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