Documentation Index

Fetch the complete documentation index at: https://grantmaster.dev/llms.txt

Use this file to discover all available pages before exploring further.

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Role Guide: Auditor

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Overview

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How Auditor Access Works

1. An Admin grants you access — they configure your email, access window (start and end dates), and scope (which modules you can view)
2. You receive an email invitation with a secure login link
3. You log in during the access window — access is automatically revoked when the window expires
4. All your activity is logged — every page view and export is recorded in the audit trail

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What Auditors Can Access

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Compliance Dashboard (Read-Only)

• Overall compliance score and historical trends
• Category breakdown — financial, operational, reporting, and HR compliance
• Active violations and resolution status
• Upcoming compliance deadlines

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Audit Logs (Full Access)

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Financial Records (Read-Only)

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Time Records (Read-Only)

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Organization Information (Read-Only)

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What Auditors Cannot Do

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Common Auditor Tasks

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1. Reviewing the Compliance Dashboard

1. Navigate to Compliance > Dashboard
2. Review the overall compliance score and trend
3. Examine the category breakdown for areas below threshold
4. Note any active violations for follow-up

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2. Examining Audit Logs

1. Go to Compliance > Audit Logs
2. Set your date range filter to the audit period
3. Filter by entity type (e.g., Expenses, Approvals) or severity (Critical, Warning)
4. Review entries for:
   • Proper approval sequences (submitted → reviewed → approved)
   • Timely processing (no excessive delays)
   • Policy overrides (logged as critical events)
5. Export the filtered logs for your records

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3. Reviewing Expense Records

1. Navigate to the Expenses module
2. Filter by date range, project, or grant
3. For each expense, check:
   • Receipt attachment is present and matches the claimed amount
   • Category is appropriate for the grant’s allowed expenses
   • Approval chain is complete (submitted → approved)
   • Compliance flags (the system marks policy violations automatically)

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4. Reviewing Time Records

1. Go to the Journals module
2. Filter by date range and team member
3. Review:
   • Monthly submission status (all months should be submitted and approved)
   • Effort certification signatures
   • Hours distribution across projects (check for reasonableness)
   • Any returned-for-revision entries and their resolution

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5. Generating Compliance Reports

1. Go to Reports > Report Builder
2. Select Compliance Report
3. Set the date range to your audit period
4. Generate and download the report in PDF or Excel format
5. This provides a structured summary of compliance scores, violations, and trends

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Access Window

• Your access is time-boxed — you can only log in between the configured start and end dates
• When the window expires, your access is automatically revoked
• If you need extended access, contact the organization’s Admin to create a new access grant (existing grants cannot be extended)
• The Admin sets the scope of your access — you may not have visibility into all modules listed above

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Tips for Auditors

• Export audit logs early in your review — they provide the foundation for most audit procedures
• Use filters extensively — the audit log can contain thousands of entries; narrow your view to what matters
• Check for policy override events — these are logged as critical severity and indicate where standard processes were bypassed
• Review effort certifications — they are a key compliance requirement for many donors
• Download financial reports rather than manually compiling data — the Report Builder generates structured, consistent outputs
• Note your access window end date — plan your review to complete before access expires

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Permissions Summary