Building practical skills in Pentana Audit
Sepia Solutions provides training for Ideagen Pentana Audit to help organisations develop the knowledge and skills required to use and configure the platform effectively.
Training is typically delivered to a group of key users, who play a central role in the implementation and ongoing use of the system. These users form the core team responsible for shaping the system to the organisation’s methodology, supporting other users, and acting as a central point for feedback and further development.
A structured training approach
Training is typically delivered in three stages, each focusing on a different aspect of the platform.
Fundamentals training
The first stage introduces participants to the core features and most frequently used components of Pentana Audit.
This training focuses on:
- Understanding the structure and navigation of the system
- Using key modules and functionality
- Working with the tool in a practical, hands-on way
At this stage, the focus is on learning how the system works in its standard form, before applying the organisation’s specific methodology.
Administrator training
The second stage focuses on the configuration capabilities of Pentana Audit.
Participants learn how the system can be adapted to reflect the organisation’s way of working, including:
- Setting up users, roles and permissions
- Configuring segmentations (pick lists)
- Configuring aliases (terminology)
- Defining the audit universe
- Working with libraries
- Adapting the system to audit methodology
This stage enables organisations to move from using the tool to actively shaping it to their own processes and methodology.
Additional modules and topics
The third stage covers additional components and modules, depending on the organisation’s needs.
This may include areas such as:
- Configuring timesheets
- Setting up Action tracking
- Using risk-based audit scheduling
- Other specialised functionality
Learning by doing
Training sessions are highly practical and include hands-on exercises within the Pentana environment.
Following training, organisations typically continue with workshops, where key users apply their knowledge by configuring the system based on their own methodology and requirements.
Developing internal capability
The objective of this approach is to enable organisations to become self-sufficient in using and configuring Pentana Audit.
By training key users and involving them directly in the setup of the system, organisations build internal expertise that allows them to:
- Maintain and adapt the system over time
- Respond to changing requirements
- Reduce reliance on external support for configuration changes
An alternative approach is to have system configuration carried out externally based on defined requirements. While this may accelerate implementation, the training-led approach helps organisations build internal expertise and maintain greater control over the system over time.
Training and implementation
Training is often delivered early in the implementation process, following installation of the platform.
This ensures that key users understand the capabilities of the system before configuration begins, allowing them to make informed decisions about how the tool should support their methodology.
Supporting your use of Pentana Audit
If you would like to explore how training, workshops, implementation support, tailoring or customisation could help you use Pentana Audit effectively, we would be pleased to discuss your situation and objectives.