Editing Audits

Follow the steps below to edit an existing audit:

  1. Select the audit from the list.
  2. Click the Edit button from the top ribbon bar.
  3. The Edit Audit Profile window opens.
  4. Follow on to the steps and make any required changes to the audit profile.
Deactivating an Auditor
  • While you are editing an audit, you will have the option to remove an auditor from the audit. In order to do that, please follow the steps below:
  1. Open the audit profile for editing and to the auditors page.
  2. Select the auditor who needs to be removed from the audit.
  3. Press the ‘Deactivate’ button.
    • This will open the ‘Documents Reassignments’ window.
  4. Choose what to do with the user’s remaining documents.
    1. Leaving the ‘Automatically reassign all documents randomly between existing auditors’ box checked will do just that. The auditor’s remaining documents will be reassigned randomly.
    2. If the box is unchecked, you will be able to choose an auditor to reassign the documents to. Move the selected recipient from the left side of the window to the right side.
  5. Press ‘Add’
  6. Proceed through the remainder of the Edit Audit wizard and press ‘Finish’ to save your changes.