Documentation | User Guide

Documentation | User Guide

Link an agent to an audit case

Step 1 - Go to the page List of Audit Cases

  1. Go to the Audit module;
  2. Choose the Audit Case option;
  3. Click the Audit Cases menu. This action opens the List of Audit Cases page (505:2004);

Step 2 - Link an agent to an audit case

  1. Find the audit case you want to add a agent to;
  2. Click the hyperlink of the Audit Case No. subject of the request. This action opens the Audit Case page (505:1004);
  3. Go to the Audit Officers section;
  4. Click the Create button. This opens the pop up window Add Officer to a Case;
  5. Fill out the required fields (identified by a red asterisk *). For example, Function, Employee Name, etc.;
  6. Click the Save button. This action confirms the addition of the agent and refresh the the Audit Case page (505:1004).