How to assign an audit to an auditor

In case the audit is assigned to be audited via the mobile app, you can drag and drop the audit work order to the selected auditor.

Via "Search by name", you can easily filter out the auditor by typing his name.

Please note that you can drag and drop by clicking on the 6 dots right next to the audit ID. Once the audit work order was assigned, the three dots are no longer visible.

After the audit work order is assigned to the auditor, you need to click on it to activate it, then press "release selected" to send the audit to the selected auditor's mobile app. You will see that the colour of the audit work order will become darker.

If needed, you can remove the audit work order from the auditor by right-clicking and selecting "Delete".

Note: If you don't see the auditor you're looking for in the list, this could be because:

• The auditor doesn't have the "Mobile user" role assigned in their profile, or
• The auditor works for a different certification body (CB)

If the auditor works for another CB, please contact customer support for assistance.

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.