Adding a New Auditor

To add a new auditor:

1. Click the NEW button at the top of the User page. A new User Profile page opens to the General Info tab.
   
   
2. Enter the user's name in the fields provided.
3. The top section of the page includes all general information, such as name, address, phone number, etc. Enter a name for this user and any additional optional information that you want to include. Note that required fields are noted with a red asterisk (*).
4. Be sure the ACTIVE checkbox is checked.
5. The lower section of the window contains fields for configuration data. If this user will need access to Mobile Auditor, a Mobile Auditor configuration file must be assigned.
   • DOWNLOAD FOLDER - If this user will be required to download files to a PC or handheld device, a download folder must be specified. Basically, anyone conducting an audit needs to have a download folder assigned.

     Typically, the following options are available:

     • PPC - used for conducting audits on a pocket PC device.
     • MAPC - used for conducting audits on a PC or pen tablet computer
   • CONFIGURATION - All users should be assigned a Mobile Auditor configuration file. All existing Mobile Auditor configurations appear in the drop-down list.
   • WEB SITE LANGUAGE - This is the language that the auditor sees once they sign on to the RizePoint website. All available languages appear in the drop-down list.
   • MOBILE AUDITOR LANGUAGE - This is the language of the files that are downloaded to Mobile Auditor PC or Mobile Auditor PPC. All available languages appear in this drop-down list.
   • RECEIVE ADMINISTRATIVE NOTIFICATIONS - Leave this box unchecked, as typically this task is not assigned to auditors.
   • In the CAPACITY field, specify the total number of audits that this auditor may conduct during the time period specified in the CAPACITY PERIOD drop-down list in the field below.
6. Click the SAVE button.
7. Click the AUDIT COMPANY tab, then click the ADD button.
   
   
8. Select the audit company associated with this auditor.
   
   
9. Click the SAVE button.
10. Click the ROLES tab, then click the ADD button. Note that all required associations are made through the role assignment.
    
    
11. Select the roles that you want to assign to this user.
12. Click SAVE.

SETTING UP WEBSITE ACCESS

The auditor must have website access in order to download audit forms, upload audit results, etc., so you will need to provide the user with a username and password.

1. Click the CHANGE USERNAME/PASSWORD button.
   
   
2. Enter a username for this auditor.
3. Enter a password in the NEW PASSWORD field.
4. Enter the password a second time in the CONFIRM NEW PASSWORD field.
5. Click the SAVE button at the top of the window.