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Audit Type

To begin using auditor, the user will need to set up Audit Types.

Add / Edit Audit Type

The user navigates to Administration>Manage Selections.

Note

This function can only be performed by permissions associated to an Administration token.

  1. In the left pane under Auditor, select Audit Type.
  2. Click on the Add Selection.
  3. A new entry will be in the list called "New Selection"
  4. Click on New Selection and a grid will be displayed.
  5. Click Edit - the user will have the ability to Change the Display Value.
  6. The user can also add a description of the department.
  7. Once the Display has been changed, click the update button. The Selection will be updated with the new display value in the list.
  8. The check box above the grid will set the new selection to Active when checked. If the box is unchecked, the selection is set as Inactive. When the new Item is added, it will be displayed in the tree view to the left of the grid. Selections are not added alphabetically- the user can drag and drop Selections to change the order.

Selections cannot be deleted. Instead the user can make a Selection inactive by following step 8 above.