Creating an Audit Profile

In Trial Interactive, before creating an Audit Profile, we would need to know the various roles that need to be assigned to users to perform audits:

  1. Auditor: Users under this role can see only the documents they audit.
  2. Auditor manager: Users under this role can see audit results of all auditors and can provide their own review comments to documents. Only editors and higher level users fit this role.
  3. Audit Responder: Users under this role are responsible to take actions on issues cited by auditors in the documents. Only editors and higher level users fit this role.
    Note: Quality Review Profiles can be created from either the Documents Cart or from the Documents Quality Review Settings module.
    Creating an Audit Profile involves the following steps in sequence:
  1. Filling the General Information
  2. Selecting Auditors
  3. Selecting Audit Managers
  4. Selecting Audit Responders
  5. Selecting Statuses
  6. Viewing Audit Summary

    Each of the above is discussed in separate topics available from the left panel of this topic help.