Reading time 2 mins

Introduction

• There are two options when reassigning audit allocation in bulk:

• You can choose to reassign the owner of the audit (Audit Owners). An audit owner has responsibility for ensuring the audit is completed and by default is assigned the audit workflow to complete.

• If you wish to reassign some of the workflow steps of an audit to another individual, this can be done via Audit Workflows. This reassigns the workflow step whilst retaining the original audit owner.

Audit Owners

• Navigate to the Administration panel > Bulk Assignment > Audit Owners.

• NB: You may see an icon called ‘Audit’, please note this is regarding the previous version of the Audit tool which will be deactivated in the future.

• You will be shown a range of search options, including:

  • Assigned to - this allows you to select the individual whose audit you wish to reassign.
  • Where audit name is - search for a specific audit by its template name. This is optional and if left blank all audits will be shown.
  • With a due date range of - filter your results to look at audits due within a specific timeframe. This is optional and if left blank all audits will be shown.

• Select Search to find all the audits you wish to reassign.

• Choose the audits you wish to reassign. You can choose to select individually or use the Select Page option. Please note, if your search has multiple pages of audit workflow steps, you will need to select the audits on each page if you wish to reassign more than one page at a time.

• Once chosen, please use the ‘Continue’ icon to move forward and reassign.

• Next, select who should be reassigned the audits. You can individually select a user against each audit, or you can select one user for all of them. In our example below, we have chosen the same person for all the audits (1), but this can be amended for individual ones if required (2). Select ‘Complete’ to confirm your selection (3).

• You will be asked to confirm your selection and, once confirmed, you will receive a success message. Your audits have been reassigned.

Audit Workflows

• Navigate to the Administration panel > Bulk Assignment > Audit Workflows.

• NB: You may see an icon called ‘Audit’ eas above], please note this is regarding the previous version of the Audit tool which will be deactivated in the future.

• Select Audit Workflow and you will be shown a range of search options, including:
  • Assigned to - this allows you to find audit workflow steps assigned to a specific user. 
  • Where audit name is - search for a specific audit by its template name.  
  • Where the section or workflow step is - select the specific element of the workflow step to reassign.  This may be a section of questions, the action plan review step, or the authorisation step.
  • With a due date from / to - filter your results to look at audits due within a specific timeframe.
• Select one or more options to find the audit workflow steps you wish to reassign.  Select ‘Search’ to find the workflow steps.

• In the example below, we are searching for all the audit workflow step assigned to a user, for a specific audit, due July to September.  We are not looking at a specific section or workflow step.

• Choose the audit workflow steps you wish to reassign.  You can choose to select individually or use the Select Page option.  Please note, if your search has multiple pages of audit workflow steps you will need to select the audit workflow steps on each page if you wish to reassign more than one page at a time.

• Once chosen, please use the ‘Continue’ icon to move forward and reassign.

• Next, select who should be reassigned the workflow steps.  You can individually select a user against each audit workflow step, or you can select one user for all of them.    In our example below we have chosen the same person for all the workflow steps (1), but this can be amended for individual ones if required (2).  Select ‘Complete’ to confirm your selection (3).

• You will be asked to confirm your selection and, once confirmed, you will receive a success message.  Your audit workflow steps have been reassigned.

FAQ

Do audit workflow steps show in End Dated Users?

What permissions do I need for this feature?