10.1.3. Assign Auditor(s)

Once the Establish Contact button has been selected in the Schedule Audit form, the lead auditor will receive a notification in their Pending Tasks informing them that they need to assign auditors for the audit.

They will also receive an email informing them that they have a new task to do.

Clicking on either the subject in Pending Tasks or the link in the email should direct the lead auditor to the Assign Auditor(s) form. This form is composed of two main sections: Audit Details and Plan Details.

1. Audit Details

Users cannot make any direct modifications in this section of the form. They can, however, perform Excel-related activities (export, import, and create an Excel template).

2. Plan Details

Users can make some direct modifications in this section of the form—only in the Requirements tab, however.

Scheduling

Users cannot make any direct modifications in this tab. It is used primarily to provide users with information about the audit plan and highlight the importance of establishing contact with auditees.

• Establishing Contact with Auditees

Requirements

Users can make direct modifications in this tab.

1. Auditor: This is a single-select dropdown field that retrieves the list of users. It allows you to select only one value at a time from the dropdown.
2. Assign Auditor: This button allows you to assign the selected user as the auditor for all selected requirements in the grid.
3. Select All: This button allows users to select all requirements.
4. Deselect All: This button allows users to deselect all requirements.
5. Inline Edit: This button allows users to edit inside the Requirements grid. Here, it specifically allows users to manually assign the Auditor and select/deselect the Select checkbox.
   • To edit inline, select the requirement that you want to edit and click on the Inline Edit button.
     
   • Click on either the Save button to save your changes or the Cancel button to cancel them.
6. Excel Template: This button allows users to generate an Excel template of the grid.
7. Import from Excel: This button allows users to import data (inside columns) from an Excel sheet into the grid.

3. Submit Auditors

At the bottom of the Assign Auditor(s) form, there is the following button:

1. Submit Auditors: This button allows users to submit the selected auditors.