Intelex

Adding auditors and their credentials

by Mike Finch Updated on

From the search bar, locate the Audit management tool

Auditor (AFW) Inventory : Intelex 6.6.16.2 and 6 more pages - Work - Microsoft​ Edge

Choose Settings - More. Here you can select the Auditor to add and auditor or you can select Qualifications or Subject matter expertise to add entries or auditors to these entries.

Settings : Audit Management : Intelex 6.6.16.2 and 6 more pages - Work - Microsoft​ Edge

With Auditor option open, you can add a new auditor by choosing Add Entry

Auditor (AFW) Inventory : Intelex 6.6.16.2 and 6 more pages - Work - Microsoft​ Edge

Choose from External or Internal auditor. ESI auditors will be classified as Internal

Auditor (AFW) Inventory : Intelex 6.6.16.2 and 6 more pages - Work - Microsoft​ Edge

Select the site where the auditor is based. Then select the employee from the lookup by choosing Select.

Auditor : Intelex 6.6.16.2 and 6 more pages - Work - Microsoft​ Edge

Search for the person you need to add as an auditor by putting a check mark against their name and clicking Select.

Auditor : Intelex 6.6.16.2 and 6 more pages - Work - Microsoft​ Edge
Auditor : Intelex 6.6.16.2 and 6 more pages - Work - Microsoft​ Edge

Click Save to reveal the other choices for this auditor

Auditor : Intelex 6.6.16.2 and 6 more pages - Work - Microsoft​ Edge

You will now see the option to add Qualifications to this auditor. Click on Add Entry

Auditor : Intelex 6.6.16.2 and 6 more pages - Work - Microsoft​ Edge

Put a check mark against all of the standards etc. this auditor is qualified to audit against and choose Select in the lower right corner of the page.

Auditor : Intelex 6.6.16.2 and 6 more pages - Work - Microsoft​ Edge

The chosen qualifications will always show when this auditor is picked for an audit. You can also remove entries here by using the Detach Entry option. To create a list of Subject Matter expertise, click on Add Entry against this topic.

Auditor : Intelex 6.6.16.2 and 6 more pages - Work - Microsoft​ Edge

Make as many selections as required from the list and click Select when done.

Auditor : Intelex 6.6.16.2 and 6 more pages - Work - Microsoft​ Edge

All of the above detail will be added to this auditors record. By putting a check mark against the auditors name you can, if required, delete this auditor.

Auditor (AFW) Inventory : Intelex 6.6.16.2 and 6 more pages - Work - Microsoft​ Edge

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