Reassigning a Document to Another User

Reassigning a Document to Another Auditor

Sometimes an Audit Manager need to reassign a document to another auditor. Please follow the steps below to perform this action.

1. Select the audit and choose to view Pending documents for the currently assigned auditor. See the screenshot below:

   

2. Press ‘Select’
3. Locate the document to be reassigned and check the box for the document on the Grid.
4. Press the ‘Assign To’ button above the Grid.

   

   • The ‘Assign To’ window will open.
5. You may leave the box checked to allow the system to randomly reassign the reviewer or you may uncheck the box and manually pick a new reviewer.

   

6. When you have chosen, press the ‘Assign’ button.