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Nataliia Plakhtii (Deactivated)

Nataliia Plakhtii (Deactivated)

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Introduction

Auditor access Access allows individuals users with Auditor Access the appropriate rights to see items that are deemed necessary for auditing purposes.

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  1. Creating Auditor Access

  2. Creating Audit Review

  3. Enabling Auditing Documents

  4. Accessing Auditor Account

  5. Disabling Audit - Upon Completion

Creating Auditor Access

Request UserID in DocupaceYou can request the Auditor Access rights from Docupace. To do so, reach out to Docupace Support.

Creating Audit Review

Rw ui steps macro

To create an Audit Review:

Rw step

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

Accessing List Domains

Accessing List Domains

Rw step

Search for In Name (1) and 2), enter “Audit Reviews,” 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.

Creating New Audit Reviews

Creating New Audit Reviews

Rw step

In Details, set Name, Start Date, and Is Active.provide information for:

  • Name. Enter a name for the new Audit Review request.

  • Start Date. Set a starting date for the request processing.

  • Is Active. Select “Yes” from the list.

Providing details for Audit Reviews

Providing details for Audit Reviews

Rw step

In To open a User list, click Add to open the User list.

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go to User (1) and then click Add (2).

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Adding a User

Rw step

From the a User list, select the preferred User.

Selecting a UserImage Modified

Selecting a User

Rw step

To complete the Auditor Review setup, click Save.

Saving information for setup completion

Saving information for Auditor Review setup completion

Enable Auditing Documents

Rw ui steps macro

To enable auditing documents:

Rw step

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

Enabling Auditor Access

Enabling Auditor Access

Rw step

On In Client Subfolder / Client Documents (1), select the preferred record, and then click Details (2).

Launching Details for Client Subfolder or Client DocumentsImage RemovedLaunching Details for Client Subfolder or Client DocumentsImage Added

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.

Go to the Audit Review tab (1) and then click Add (2).

Adding the Audit Review RecordImage Added

Adding the Audit Review Record

Rw step

To assign the Audit Review record to a Client Subfolder/Client Document, click Audit Review Set Up.

Assigning the Audit Review record to a Client Subfolder or Client DocumentImage Added

Assigning the Audit Review record to a Client Subfolder/Client Document

Rw step

To save the Audit Review record, click Save and Close.

Tip

Tip: If you need to enable auditing other documents, repeat the flow for all the preferred Client Subfolders and Client Documents.

Saving the Audit Review recordImage Added

Saving the Audit Review record

Auditor Access

Rw ui steps macro

To enable Auditor Access:

Rw step

Log in to Docupace using the Auditor user role.

Rw step

Search for all documents:

  1. Go to Retrieve > Client.

  2. Go to Client Subfolder or Client Documents.

  3. Select Search to get results of all “flagged” documents.

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Searching documents

Disable Audit – Upon Completion

Rw ui steps macro

Once the Audit Review process is complete, perform the following issues:

Rw step

Disable the Audit Review and remove a user:

  1. Go toAdministration > List Domain > Audit Reviews.

  2. Go to the User tab.

  3. Select a checkbox next to a User.

  4. Change Is Active to “No.”

  5. To remove a User, click Remove.

Disabling the Audit ReviewImage Added

Disabling the Audit Review