Managing Auditors in Audit Management

What is This Feature?

This feature allows users to manage a centralized list of available auditors.

Why Does This Feature Exist?

Entering auditor information for individual audits is both cumbersome and time consuming. This feature reduces the amount of time spent managing auditor info.

Add a New Auditor

Step 1: Navigate to the Auditors 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 Auditor Tab.

Step 2: Click the edit gear 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 Auditors 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.

Step 4: Click “Delete” to permanently remove the auditor or “Deactivate” to temporarily suspend the account.

Step 5: Confirm your decision at the top of the screen.