The Auditors tab provides a centralized list of all auditors in your system. From here, you can add new auditors, edit details, or remove them as needed. This helps ensure auditor information stays consistent across all audits.
How to Add a New Auditor
Step 1: Navigate to the Auditing > Auditors sub-tab.
Step 2: Click New.
Step 3: Enter all required information into the corresponding fields.
Step 4: Click Continue.
How to Update an Existing Auditor
Step 1: Navigate to the Auditing > Auditors sub-tab.
Step 2: Click the edit icon for a particular auditor.
Step 3: Make any necessary changes to the auditor TraceStation page.
Step 4: Click Save.
How to Remove or Deactivate an Auditor
Step 1: Navigate to the Auditing > Auditors sub-tab.
Step 2: Select any auditor record(s) to be deleted or deactivated.
Step 3: Click the hamburger menu on the upper right-hand side and select “Delete” to permanently remove the auditor or “Deactivate” to temporarily suspend the account.
Step 4: Confirm your decision at the top of the screen.
Deactivation can be reversed whereas deleting an auditor is a permanent adjustment.