11.4. Assign Collector(s)

After the team leader selects the Establish Contact button in the Schedule Audit form, the lead evidence collector will receive a notification in their Pending Tasks prompting them to assign collectors for the audit.

!This task only applies if a requirement is linked to a test. If none of the requirements are linked to a test—or if a requirement is linked to a test but the test itself is not connected to any evidence—the Assign Collector(s) task will not be sent out.

They will also receive an email informing them of the assigned task.

Clicking on either the subject in Pending Tasks or the link in the email will direct the lead evidence collector to the Assign Collector(s) form. Similar to the Schedule Audit form, this form provides details about the audit plan and includes the Participant Selection & Audit Schedule accordion. While all fields in this accordion are set to read-only, it serves as a means for users to review the audit schedule and its assigned participants.

Listed below are the other notable features in the form:

1. Evidence

Users can access the Evidence accordion. Similar to the Schedule Audit task, within this accordion, users have the ability to assign evidence collectors to evidence items, making necessary modifications to existing assignments. Users can also specify or modify the dates for the rounds of evidence collection.

!If the same date is set for both the first and second rounds of evidence collection, the user will later receive them in the same task. If different dates (either start or end) are set, however, the user will receive the rounds as separate tasks on the respective days.

!To assign a collector to a specific evidence item, simply click inside the corresponding Collector column. Similarly, to set the dates for each round of evidence collection, click inside the Round [No.] columns that correspond to the specific evidence item. Selections can be saved by clicking the Save Changes button or simply clicking outside the grid. To discard selections, click on the Discard Changes button.

• Round 1 Start: This is a date picker that allows users to input/select the start date for the first round of evidence collection.
• Round 1 End: This is a date picker that allows users to input/select the end date for the first round of evidence collection.
• Round 2 Start: This is a date picker that allows users to input/select the start date for the second round of evidence collection.
• Round 2 End: This is a date picker that allows users to input/select the end date for the second round of evidence collection.
• Select All Evidence: This button allows users to select all evidence in the grid.
• Deselect All Evidence: This button allows users to deselect all evidence in the grid.
• Set Entered Dates: This button allows users to set the entered dates for the respective rounds in the grid.
  • An evidence item must first be selected in the grid for the dates to be set.

*To access additional options or perform actions related to the grid, please utilize the kebab menu ( ) located in the upper rightmost corner.

2. Submit Collectors

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

• Submit Collectors: This button allows users to submit the selected collectors to the team leader for review and confirmation.