Reassigning Audit Sections

A lead auditor with the appropriate rights can reassign sections in an audit to other auditors when in Perform Audit.

NOTE: At least one criteria must be defined in a checklist for this feature to be visible to the user.

1. From the Audit record, click Other Actions > Reassign Sections.
   Result: The Reassign Section window is displayed.
2. Click the Assigned to User drop down for the section to be reassigned and select the new assignee.
3. Enter a reason for the change of assignee in the Comment field.

4. Click the Sign-off button.
   Result: The Sign-off window is displayed.
5. Enter your user ID and password and then click the Sign-off button.
   Result: The Result window is displayed. The Result window is a window that displays after reassigning an audit section and asks the user where they would like to go next, such as to the Audit Detail, to the next step if the same user is assigned, or back to the Portal Page. If the user is assigned to the next step in the workflow then the user will see the option to enter the next step. If the user is not assigned the next step, then this option will not be displayed. Once the window has been signed-off, then the Perform Audit task is rerouted and the sections are assigned to the new users.

See Also

Voiding an Adhoc Audit

Reopening a Voided Audit

Assigning an Audit Result

Managing Audit Meetings

Updating the Team

Viewing the Audit Schedule

Audit End User Steps