As an administrator you can receive email and/or SMS notifications about your “personally” assigned audits, tasks and actions.
As a “Responsible Administrator” you can also receive notifications about audits, tasks and actions which have been assigned to, or completed by others, based on your location.
To set up or edit your personal or administrator notifications, please follow the instructions outlined below.
Setting up or editing notifications for a administrator
Reports can be generated to export data from your package. We have various default reports to choose from and recommend generating the report relevant to the data you wish to export. This data can be narrowed down based on the filters applied to the ...
You can easily set up and regenerate reports using the same filters as your previous reports. You'll be able to select only from the saved reports. Just follow the instructions below to get started! Executing a previously set up report Click on the ...
Based on your permissions, you will have the ability to add roles to assign against your administrator users. These roles will assist managing the access your admins have within your package. You will allocate a set of permissions relevant to the ...
All administrator users are assigned an admin role which has a set of permissions assigned and determines their access. Administrators with the relevant access have the ability to review and update the permissions assigned to each admin role. This is ...
If you require an extra audit, additional to the currently scheduled audit(s) there is an option to add one using the “New Extra Audit” button. To set up a new extra audit, please follow the instructions outlined below. Create a new extra audit ...