Who is this article for?

Ideagen EHS users creating an audit program.

Audit creation access is required.

An auditor is a professional who performs assessments of an organization's operations, systems and even financial records to ensure that they are in compliance with relevant laws, regulations, and standards, and that the information being reported is accurate and reliable.

To achieve this users can identify the Lead Auditor(s) and the Audit Team Member(s) for each of the locations assigned to an Audit Program. 

This article outlines:

1. How to Add Auditors / Team Members
2. How to Remove Auditors / Team Members
3. Further Reading

Important Note: This article outlines the steps needed to add and remove auditors to an existing Audit program. If you are assigning auditors and team members whilst creating a brand new Audit Program please visit How to Create an Audit Program.

1. How to Add Auditors / Team Members

1. Click Modules, and then Audit Management.
2. Click Manage Audits.
3. Search for and open the audit you need to update.
4. Expand Audit Setup.
5. Click Auditors / Team Members.
6. Select the relevant Location.
7. Select the Type of Auditor:

• • • Lead Auditors: Auditors responsible to taking the lead in the audit.
    • Audit Team Member(s): Other users, such as supporting auditors.

8. Select the team members you would like to join the team.
9. Use the directional buttons to move them to the Selected Audit Team Members on the right.

10. Click Save.

2. How to Remove Auditors / Team Members

1. Click Modules, and then Audit Management.
2. Click Manage Audits.
3. Search for and open the audit you need to update.
4. Expand Audit Setup.
5. Click Auditors / Team Members.
6. Select the relevant Location.
7. Select the Type of Auditor:

• • • Lead Auditors: Auditors responsible to taking the lead in the audit.
    • Audit Team Member(s): Other users, such as supporting auditors.

8. Use the directional buttons to move them to the Select Audit Team Members on the left.
9. Click Save.

3. Further Reading

• How to Create an Audit Program