Reassigning a Document to Another Auditor
Sometimes, an Audit Manager needs to reassign a document to another auditor. Follow the
steps below to perform this action.
- Select the audit and choose to view Pending documents for the currently assigned auditor. See the screenshot below:
-
Click the Select button displayed below in the window.
-
Locate the document to be reassigned and check the box for the document on the Grid.
-
Press the ‘Assign To’ button above the Grid. The ‘Assign To’ window will open.
-
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.
-
When you have chosen, press the ‘Assign’ button.