Chapter 3: Assign (Scheduling)

3.1 Scheduling Overview
Using the calendar and the scheduling wizard, audit schedules can be made ranging from a day to over a year. Each template type (LPA, 5S, etc.) has its ...
Wed, 30 Sep, 2020 at 8:16 AM
3.2 Scheduling Audits
The EASE scheduler lets you easily create recurring audits for one or more users. These factors are considered when scheduling audits: Document Max (De...
Tue, 7 Sep, 2021 at 1:38 PM
3.3 Editing Scheduled Audits
Click a day/cell in the calendar with an assigned audit. Clicking a day on the calendar that contains scheduled audits will pull up a list of the aud...
Wed, 30 Sep, 2020 at 8:16 AM
3.4 Removing Audits
There are two ways to remove scheduled audits, via the Reassign button in the right upper corner or by clicking on a scheduled day in the Calendar. Usin...
Wed, 30 Sep, 2020 at 8:17 AM
3.5 Using the Calendar
Clicking a day (cell) on the calendar that contains scheduled audits will pull up a list of the audits scheduled for that day. Highlight and click on the ...
Tue, 7 Sep, 2021 at 1:42 PM
3.6 Reassigning Audits
If you have completed your audit schedule and need to reassign one or multiple audits you can do this through the Reassign feature in the Assign section.Fir...
Tue, 8 Dec, 2020 at 12:03 PM