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Microlesson · 5-min read

Risk Assessment Procedures – Inquiry, Observation & Inspection (SA 315)

## Risk Assessment Procedures: Inquiry and Observation & Inspection (SA 315)

### Overview

The auditor uses three risk assessment procedures to understand the entity:

1. Inquiry

2. Observation & Inspection

3. Analytical Procedures

This lesson covers the first two.

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### 1. Inquiry

Inquiry means asking questions of relevant persons — both inside and outside the entity.

Source of InquiryInformation Obtained
Management & Those Charged with GovernanceOverall strategy, significant decisions, internal controls
Internal Audit PersonnelControl weaknesses, prior audit findings
Employees initiating/processing complex transactionsActual transaction flow, system gaps
Legal / Compliance CounselLitigation, regulatory exposure
Marketing / Sales PersonnelMarketing strategies, sale trends, customer contractual arrangements
IT / Information System PersonnelIT-related risks
Risk Management FunctionRegulatory risks impacting financial reporting

> Key Insight: Inquiry alone is not sufficient. It must be corroborated by other procedures.

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### 2. Observation & Inspection

These procedures support and supplement inquiries made of management and others, and provide information about the entity and its environment.

What can be observed or inspected?

  • Entity operations (physical flow of goods, activities)
  • Documents & Records — internal control manuals, business plans & strategy
  • Entity premises and business facilities
  • Management-prepared reports — quarterly management reports, minutes of board/management meetings

> Mnemonic: ODRM — Operations, Documents/Records, Premises/facilities, Reports by management

Worked example

### Example 1

Observation Example: Auditor visits the warehouse and observes that inventory is stored without proper tagging — this supplements the inquiry made to the inventory manager about controls over stock counts.

### Example 2

Inspection Example: Auditor inspects the board minutes and finds that management approved a related-party transaction that was not disclosed in the draft financial statements — a potential ROMM identified through inspection.

⚠️ Common exam mistakes

  • Treating inquiry as a standalone sufficient procedure — SA 315 requires inquiry to be corroborated by observation, inspection or analytical procedures.
  • Confusing 'observation' (watching a process happen, e.g., watching a stock count) with 'inspection' (reading a document). Both are separate procedures though often combined.
  • Forgetting that inquiry can extend outside the entity (e.g., legal counsel, external experts) — not just management.
Reference: SA 315 – Identifying and Assessing the Risks of Material Misstatement through Understanding the Entity and Its Environment — SA 315
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