Systems to connect

• Evidence repository. Set up access to the document location used for audit evidence, control policies and test workpapers. Retain the document URL with a useful title and check it using the reviewer’s normal account.
• Source finance system. Configure a connection if audit work needs source transaction evidence. Agree the reference mapping and the owner of any reconciliation before importing material into a workpaper.
• Identity platform or service desk. For an access control review, agree how the team will obtain evidence of the operational change. Retain the relevant external reference in the corrective response and confirm who can open it.
• Engagement correspondence. Set up the chosen delivery service if the team sends engagement letters externally. Rehearse the recipient and document access as part of that connection.

Assign a responsible person to each connection and agree its permitted organization scope. Test reference matching and document access using the supplier access pilot before increasing the import volume. Keep credentials in the approved connection setup. When a transfer fails, inspect its result and the target record before repeating it. Use the recorded external reference to support the investigation.