What this is
Field Board for Advisory is a Kanban-style board for controls-based engagements. Each card represents an individual control and shows its framework, who's assigned (agent and human), how long it's been in its current state, and its status. It works alongside the sheet view. When Testing Agents are enabled, dragging a control into Testing starts the configured Testing Agent; firms not yet using agents can run the board in manual mode.
Before you begin
You must be a firm admin to link a sheet and configure Field Board.
Set up Field Board
From your engagement, go to the Admin tab, then the Dashboard tab, and open the Field Board section.
Click Link Sheet to connect a sheet from your engagement to Field Board. This is typically the sheet where your agents will run tests, such as a control matrix.
Select the sheet you want to connect (for example, the control matrix for a SOC 2 engagement), then click Link Sheet.
Select the two agents Field Board can trigger on this sheet: a General Testing Agent and a Sample Testing Agent. Both need to be selected. The Sample Testing Agent kicks off automatically when a sample sheet is present in the Documents column, but Field Board needs the ability to trigger either agent type.
Click Select Agent to confirm your choices.
Once your sheet and agents are configured, Field Board shows all testing that hasn't started yet, and you can kick off testing directly from Field Board.