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 of the assigned task.

Clicking on either the subject in Pending Tasks or the link in the email will direct the lead auditor to the Assign Auditor(s) form. This form can be divided into three main sections:

  1. Audit Details
  2. Scheduling
  3. Requirements

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