In case the audit is programmed to be audited via the mobile app, you can drag and drop the audit work order(s) to the selected auditor via the Scheduler section in the web portal.
Via "Search by name" and "Search for Audit ID or Title, you can easily filter out the auditor and work orders.
Please note that you can drag and drop by clicking on the 6 dots right next to the audit ID. Once an audit work order is assigned, the six dots are no longer visible.
Once the audit work order is assigned to the auditor, click on it to activate it. Then, select "Release Selected" to send the audit to the auditor's mobile app. You’ll notice the audit work order changes to a darker colour, indicating it has been successfully released.
If needed, you can withdraw the audit work order from the auditor by right-clicking and selecting "Delete".
For assigning work orders to the mobile app, find additional information here.
To assign the audit work order via the portal, press the two people icon on your right-hand side:
Press on "Add member"
Select the applicable role by pressing on the first field of the pop-up window:
Select the applicable person from the second field:
You can filter out the applicable person by typing her/his name.
