Getting Started
The Local Content audit workflow
From engagement setup to final PDF — a complete map of the eight stages every report passes through, with the typical output of each.
8 min readUpdated 15 April 2026
Every Local Content engagement in the platform is broken into discrete, addressable stages. You can move forward and backward freely until the report is locked at sign-off. The matrix below shows what is produced in each stage and what evidence is expected.
| # | Stage | Output produced | Evidence expected |
|---|---|---|---|
| 1 | Engagement setup | Entity profile, fiscal period, team roles | Commercial registration, audited FS PDF |
| 2 | Client onboarding | Client user accounts + section ownership | Engagement letter signed by client |
| 3 | Income lines | Revenue split: local vs export, computed totals | Sales register, top-N invoices, customs docs for exports |
| 4 | Labor (§3) | Monthly grid by employee + nationality + components | Payroll register, IDs/iqamas, contracts, GOSI report |
| 5 | Suppliers (§4) | Supplier ledger ranked by spend, with classification | AP ledger, supplier statements, top invoices, CR/IL |
| 6 | Capacity & depreciation (§5–§7) | Training, R&D, supplier-development, asset register | Training certificates, vendor contracts, fixed-asset list |
| 7 | AUP procedures | Each procedure answered, reviewed, approved | References inside the model + linked evidence |
| 8 | Review & export | Partner sign-off, locked PDF + Excel | Review-points cleared, partner electronic stamp |
Stage indicator
The numbered indicator at the top of every report page shows your current stage and lets you jump directly to any prior step. A green check means the stage passed validation; an amber dot means there are open clarifications or sampling gaps.