Audits: How to add Collaborator, Filter, & Export

How to add a Collaborator in an Audit

1. Click the "Add Audit" and "Add New" button to create a new Audit

2. Select a template

3. Click "Use Template"

4. Add a Cost Center and Configure the Target Score if you'd like

3. Select the "Add Collaborator" box that appears and begin typing the name of the person you want to add and select them from the dropdown list that appears

How to Filter within an Audit

1. Within the Audits dashboard, click into the "Audit Forms' tab

2. Select an Audit

3. Click the "Filter" button to filter the Audit by time period or cost center

How to Export an Audit

1. Within the Audits dashboard, click into the "Audit Forms' tab

2. Select an Audit

3. Click the "Export" button and select the time period of activity which you would like exported