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.

*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 Collector(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. Evidence Collectors & Dates

Users can access the Evidence Collectors & Dates accordion. Similar to the Schedule Audit task, within this accordion, users have the ability to assign evidence collectors to requirements, 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.

• 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 apply the entered dates for the respective rounds in the grid.

  **An evidence item must 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.