Audit Assignment and Tracking Application Tool
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
DESCRIPTION
The state of Ohio is seeking a vendor to develop and implement an automated audit assignment and tracking application tool. This tool will facilitate the scheduling and management of audits, incorporating a range of features for automated tracking, communication, and report generation.
Key functionalities include the ability to generate both audit notification letters for potential audit candidates and instruction letters for selected employers. The application should support comprehensive reporting on audit findings and enable audit reviewers to assess audits and reassign them as needed to auditors or supervisors. Additionally, the solution requires an online audit process, allowing employers to respond to audit-related questions and upload payroll and tax documentation for online completion.
The software must feature a user-friendly web interface compatible with current versions of Microsoft Edge and Chrome browsers. Automated communication functionalities are required to send reminders via phone, text, or email prior to audit appointments, as well as to deliver audit instruction letters post-audit. The system should offer both automated and manual audit assignment options, track scheduling and completion, maintain audit account records, record outcomes, and provide robust audit review capabilities.