11.3. Assign Auditor(s)

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

*An email notification will also be sent to alert them of the task. For more information on email notifications and their role in the application, click here.

Clicking on either the subject in Pending Tasks or the button in the email will direct users to the Assign Auditor(s) form. Similar to the Schedule Audit form, this form provides details about the audit and includes the Participants & 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. Requirements & Auditors

Users can access the Requirements & Auditors accordion. Similar to the Schedule Audit task, within this accordion, users have the ability to assign auditors to requirements, making necessary modifications to existing assignments.

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

2. Submit Auditors

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

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