An auditor is the user responsible for completing audits. Follow these steps to add a new auditor to Telus Audits.
From the Home page, click Manage assessors:
Click Actions and select Create Assessor:
This will then take you to the latest version of the Auditor Creation/selection screens
Begin typing in an email address for your new assessor, or, if they already exist on the system as a contact/user, select their name from the dropdown
If, when checking the email in question, the system detects a valid email address, it will progress on to the assessor creation screen
Type in appropriate details for first and last name, along with the company name - Normally an expiration date for the assessor is a good idea, to ensure that they do not have undue access to the system
If the user is totally new, and needs to also log into the Telus Audits system, tick "Create user" then click the green create button, to create the assessor
If the user needs to access client-specific audits, then they may need a "Global approval" created for them
To do this, click the checkbox to select the assessor, then click "Create Global Assessor Approvals"
Then, once in this menu, click "Create new assessor approval"
Then, select the assessment type, input a start and end date, and confirm if the auditor should be able to publish and view assessments of that type, before clicking "create"
The new auditor will have been added to the list of Auditors associated with the Certification Body. To check this list, from the Home screen, click on Manage a Certification Body. Then double click on the Certification Body’s name, and finally click Auditors in the menu to see the auditor list.
Alternatively, simply enter back into the Manage assessors screen