Adding requests

Request documentation from business owners or other stakeholders.

You can create requests manually or use the Generate with AI feature to automatically create request drafts based on your project context. You can generate requests with AI only after the System Admin enables the AI features toggle. For details, see Enable AI features, and then continue to Generating requests with AI.

How it works

Auditors often need to request documentation from business owners and other stakeholders to gather further information.

To request documentation, you add a request and assign it to the appropriate person. Once assigned, the person receives an email notification with a link to access the request, and has the option to add an attachment or post a comment.

Example

Permissions

Only Professional Managers, Professional Users, and Contributor Testers can add requests.

Contributor Testers can add requests from the Requests tab and from controls and procedures that they own. They can only view and update requests that they created or are assigned to as the request owner, and can only delete requests they created.

Steps to add a new request

1. From the Launchpad home page (www.diligentoneplatform.com), select the Projects app to open it.

   If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

   Note

   Diligent One Platform also supports the domain www.highbond.com. For more information, see Supported domains.

   The Projects home page opens.

2. Open a project.

   The project dashboard opens.

3. From the Planning, Fieldwork, or Results tab, click Requests in the Utility Toolbar in the upper right.
4. After the Requests side panel opens, click the + New request button.
5. In the Requests dialog, enter the following information, and click Save:

   Field	Description
   Requester	specifies the name of the person requesting the documentation
   Description	describes the requested information, such as the document name, version number, or department where you might expect to find the information Note Rich text fields cannot exceed 524,288 characters. Tip To enable spell check on rich text fields, do one of the following: Chrome, Firefox, or Safari CTRL + right-click within the field on Windows or Command + right-click on Mac Internet Explorer or Microsoft Edge open your browser settings and turn on spell check / highlighting of misspelled words
   Owner	specifies the name of the person responsible for fulfilling the request The search field operates on the first and / or last name of the person. Select Specify a user... and do one of the following: Specify a user Select a person under the Users list if the person is a licensed user within the Diligent One instance. Specify a contact If your organization uses the Results app, and has configured a Reference Collection, select a person under the Contacts list to specify one of your organization's contacts as the request owner. Manually type in the name of the person and press Enter Use this option if the person is not a user or contact in a Diligent One instance. In addition to the person's name, you can manually type in their email in the Email address field. If duplicate emails exist because the person is both a user and contact, the contact email is filtered out of the search results and only the user email displays. Note If the user has no access or has been assigned the Oversight Reviewer role on the project, the user is sent an unauthenticated link to the request via email, allowing them access to respond to the request.
   CC optional	specifies one or more people that can contribute to the request CC'ed persons are not required to be added as users in a Diligent One instance. Only Professional Managers, Professional Users, or users assigned a Contributor role can update this field. Note If the user has no access or has been assigned the Oversight Reviewer role on the project, the user is sent an unauthenticated link to the request via email, allowing them access to respond to the request. Tip You can press enter, spacebar, comma, tab, or semi-colon to add an email to the CC list. Email addresses are validated before saving.
   Due Date optional	specifies when the request should be fulfilled by
   Email Subject optional	provides the ability to customize the email subject line Note Personalization entered is added onto the original subject line.
   Email Message optional	provides the ability to customize the body of the email Note Personalization entered is added onto the original body text.
   Notification	Note This field is only available if you are updating an existing request item. Send now sends an immediate email to the request owner and CC'ed persons Send [frequency] reminder sends an email to the request owner and CC'ed persons on a specified recurring schedule For more information about recurring reminders, see Sending recurring request reminders.

Generating requests with AI

You can use the Generate with AI feature to automatically create draft requests based on your project context. This helps you quickly identify and prepare the documentation you may need for your audit.

When you use AI to generate requests, the system reviews information already available in the project, including:

• planning details

• associated controls

• control test plans

• existing manual requests

• previously generated AI requests

The AI uses this information to identify potential documentation needs and generate draft requests. Drafts do not send notifications until you review and approve them.

Availability

The AI-generated request feature is only available if AI features have been activated for your organization.

If you do not see the Generate with AI button, contact your System Admin.

How AI-generated requests work

On the Requests page, a new section AI suggested requests is displayed at the top of the page. The Generate with AI button is displayed in the section.

• AI-generated requests appear as Drafts in the AI suggested requests list.

• Drafts contain suggested request information such as Description, Owner, and Due date.

• Drafts do not send notifications until they are approved.

• You can edit, approve, or delete draft requests individually.

Adding requests with AI

To add request with AI, do the following:

1. From the Launchpad home page (www.diligentoneplatform.com), select the Projects app to open it.

   If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

   Note

   Diligent One Platform also supports the domain www.highbond.com. For more information, see Supported domains.

   The Projects home page opens.

2. Open a project.

   The project dashboard opens.

3. In the AI suggested requests section, click Generate with AI.

   • A progress indicator displays (for example, “Generating requests…”).

   • You can stop the process at any time by selecting Stop AI generation.

4. In the AI suggested requests section, select Generate with AI.
   The system shows a progress indicator (for example, Generating requests…).
5. Review the list of draft requests created by AI when the generation completes.
6. Select a Draft item to open it.
   The request opens in the request dialog used for manual requests.
7. Review or modify the request details.
8. Click Approve to finalize the request and send notifications to the request owner.
   Approved items move to the main request list.
9. To remove an unwanted draft, click Delete in the request dialog.

Add multiple requests

For information about adding multiple requests at once, see Bulk importing requests.