Audit Forms Tab


The AUDIT FORMS tab displays a list of all audit forms available to this user in Mobile Auditor. You may want to consider assigning audit forms through a role assignment, rather than assigning forms directly to a user.

 

To add an audit form:

  1. Click the AUDIT FORMS tab on the User Profile page. A list of audit forms currently associated with this user is displayed. Note that if an audit form is associated through a role, the audit form name appears in grey and NO appears in the Direct Link column on the right.
  2. Click the ADD button.

  3. Select the audit forms you want available to this user. To select all forms, click the checkbox at the top of the column. Click the box again to deselect all forms.

  4. Click the SAVE button.

    The audit forms directly associated with this user are added to the list.

 

To change the Download status of an audit form:

By default, all forms you assign to a user will download to Mobile Auditor when this user connects to the server and updates the files in Mobile Auditor.

If you do NOT want this audit form to automatically download to Mobile Auditor, select the form in the list, then click the TOGGLE DOWNLOAD button. Each time you click this button, the value in the Download column of the selected form changes between YES and NO.

 

To remove an audit form:

  1. Click the AUDIT FORMS tab on the User Profile page. A list of audit forms currently associated with this user is displayed.
  2. Select the audit forms you want to remove from this user.
  3. Click the DELETE button.