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Before users can attempt to manage audits, they must be assigned the correct access levels. Follow the steps below to assign the access levels:

Step-by-step guide

  1. Select Operations > People > Personnel. The Personnel screen is displayed.

  2. Filter the Personnel screen according to your requirements.


    • Enter filter criteria in the text-box and click [Filter].
    • Select a value from the Department drop-down list to view personnel located in a particular department.
    • Select a value from the Base drop-down list to view personnel located in a particular base location.
    • Select the Show In-Active tick box to include personnel that are no longer active in the system. This includes personnel which have ceased employment with your organisation.
  3. Click [Details] to view detailed personnel information. If you do not have the required access level to view personnel details, a warning is displayed.

  4. Select ‘Access Levels’ from the Personnel Profile pane.

  5. Click [Edit].

  6. Select all the applicable access levels in the ‘Audit’ group.


    Access Level

    Description

    View Audits > View Self

    Allows users to view and complete audits where they have been assigned as the ‘Auditor’.

    View Audits > View All

    Allows users to view all audits regardless of whether they have been assigned as the ‘Auditor’.

    Create Audits > Modify All

    Allows users to create new audits.

    Audit Administration > Modify All

    Allows users to change the setup of the Audit module.

  7. Click [OK].



Auditing Module Guide:

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