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Nataliia Plakhtii (Deactivated)

Nataliia Plakhtii (Deactivated)

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Request UserID in Docupace.

Creating Audit Review

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Click on Audit Reviews (Domain ID 501)

Rw ui steps macro

To create an Audit Review:

Rw step

Go to Administration (1) > List Domains (2).

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Accessing List Domains

Rw step

Search for (1) and then open the Audit Reviews domain (ID 501).

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Launching Audit Reviews

Rw step

To create a new Audit Review request, click New Audit Reviews.

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Creating New Audit Reviews

Rw step

In Details, set Name, Start Date, and Is Active.

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Providing details for Audit Reviews

Rw step

In User,

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click Add to open the User list.

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Adding User

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From the User list, select the preferred User.

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To complete the Auditor Review setup, click Save.

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Saving information for Auditor Review setup completion

Enable Auditing Documents

Rw ui steps macro
Rw step

To enable Auditor Access, go to Retrieve (1) > Client (2). This will retrieve Client Subfolder or Individual Client Document.

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Enabling Auditor Access

Rw step

On Client Subfolder / Client Documents, select the preferred record, and then click Details.

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Launching Details for Client Subfolder or Client Documents

Rw step

Click on Audit Review or Scroll Down. Click Add to find the Audit Review Set Up.