Resources
Free guides, worksheets and checklists for Controllers and finance teams who want to run, prepare or compare a segregation of duties analysis. Start with the five-step method, or jump to the question you have.
Where can I start for free?
If you are choosing between your own team, a consultant, a service or software, start with the checklist to compare review options. If you want to run the work yourself, start with the approach guide.
Free templates and guides
Download free guides, CHECK Method worksheets and sample NetSuite and Workday workbooks. See all free templates and guides.
How do I run a segregation of duties review?
Five steps, one guide for each: Capture Data, Highlight Conflicts, Examine Results, Confirm Safeguards, and Keep a Record of Decisions.
- How Do I Run a Segregation of Duties Review?
- What Reports Do I Need for a Segregation of Duties Review?
- How Do I Find Conflicting Duties in User Access?
- How Do I Tell Whether a Segregation of Duties Conflict Needs Action?
- How Do I Know Whether a Control Reduces a Segregation of Duties Risk?
- What Should I Record After a Segregation of Duties Review?
How do I compare my options?
- Segregation of Duties Review Services: Who Offers Them and How Do They Differ?
- Continuous Monitoring or a Periodic Segregation of Duties Diagnostic?
- Delinea Fastpath, Netwrix Strongpoint or A2Q2 SOD Check?
- What Can You Do Instead of Buying SOD Software?
What do these terms mean?
- Segregation of Duties Review, Analysis, Assessment and Diagnostic: What Is the Difference?
- Access Review vs User Access Review vs Segregation of Duties Review: What Is the Difference?
What does this look like in real situations?
- Can an HR Manager Change Employee Pay Without Approval?
- Who Approves Timesheets When a Manager Misses the Deadline?
- Can One Person Create a Vendor and Prepare Its Payment?
- What If One Accountant Handles the Whole Payment Process?
- Can a CFO Post Journal Entries Without Independent Review?
How do I review segregation of duties in my system?
Step-by-step guides for NetSuite and Workday.
- How to Do a NetSuite Segregation of Duties Review Yourself
- What Is Segregation of Duties in NetSuite?
- How to Run a NetSuite User Report
- How to Run a NetSuite Roles and Permissions Report
- How to Filter a NetSuite Permissions Report
- How to Build Segregation of Duties Rules for NetSuite
- How to Match NetSuite Permissions to Your Rules
- How to Find Segregation of Duties Conflicts in NetSuite
- How to Run a Workday User Access Report
Which free downloads are available?
- How to Compare Segregation of Duties Review Options
- What Approach Can I Use to Prepare or Perform Segregation of Duties Analysis
- 10 Questions Before Your Next Segregation of Duties Review
- SOD Check Method Overview
- How to Capture Data for a Segregation of Duties Review: Capture Data Worksheet
- How to Find Conflicting Duties: Highlight Conflicts Worksheet
- How to Review Segregation of Duties Conflicts: Examine Results Worksheet
- How to Check That a Control Reduces the Risk: Confirm Safeguards Worksheet
- How to Record Segregation of Duties Decisions: Keep a Record of Decisions Worksheet
- How to Run the NetSuite Manage Users Report
- How to Run the NetSuite Show Role Differences Report
- How to Pull the Workday Security Group Assignments Report
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