AuditSoft licensing is an optional service that may be enabled when the Certification Body/Certifying Partner chose to approve all audit license request before an audit can be started. This is mostly used when the Certification Body/Certifying Partner subsidizes licensing and/or to confirm the following BEFORE the audit is initiated:
The audited member is in good standing and
The auditor is in good standing.
Request a license
To initiate a license request, the AuditSoft user (auditor) follows the standard process to Get a license. Instead of purchasing a license there will be an option to Submit Request for an AuditSoft license (see 1 in screenshot below):
In AuditSoft the license will now show up as License Pending Approval (see 2 in screenshot below) and;
Important: The user (auditor) will not be able to start an audit before the audit request is approved.
Pending Approval Process
The following diagram outlines the major steps in the licensing approval process:
License Approval
Important: For TEAM license see below
Once a license request has been submitted to a Certification Body/Certifying Partner, the administrator will be notified by email that a license request has been submitted
For each license request (see 3), there are four options:
Edit (see 4) - This option allows you to correct any misspelled legal company names or link licenses into teams for more info see Editing Pending Licenses .
If a license request has a similar name to that or another license it will be flagged with a warning icon (also see TEAM license see below) .
Approve (see 5) - This approves the license for use and sends a notification email to the requestor. An approval cannot be undone by the administrator.
Reject (see 6) - This rejects the license request and allows the administrator to sent a custom notification email to the requestor. An rejection cannot be undone by the administrator.
Auto Approve (see 7) - Approves the request and ads the requestor to the Auto Approve List.
Team Licenses
For team audits 2 or more users (auditors) will work together to complete a single audit. For team audits it is crucial that all users have licenses with the EXACT same company name.
Note: Not all audits with the same name are team audits. There are for example multiple companies with the same name that could be audited separately like major chain stores: Walmart, Home Depot, etc.
To ensure that team licenses have the exact same name click Edit
In Confirm license details view you can:
Edit the license name (see A) or
You can click on a license with a similar name (see B) to copy the name
If you click on an existing license:
the license name will be updated to match the selected name and
if it is a team audit check the box to join the team (see C) of the existing auditor.
Confirm.
The implication of joining an audit team:
The first approved license is assigned to the Lead Auditor
Only the Lead Auditor can electronically submit the final audit