Update
  • 25 Feb 2022
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Update

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記事の要約

Update

To edit an existing Auditor, follow the sequence below:

  1. Click on the Auditors page in the Navigation panel.
    create1.png

Auditors - List page

  1. Next, find your desired Auditor and click on the Pencil icon in the Actions column before it.
    update2.png

Auditors - Update icon

  1. An immersive Update window form appears where you can edit the fields viz. First Name , Last Name , ID proof , Email, Contact Number, Address Line 1, Address Line 2, Country, State, City and Zipcode, Preferred Language of that Auditor.

You cannot change the Type of an Auditor once selected.

update3.png

Auditors - Update window form

  1. Additionally, click on the External Network User checkbox as well as the Set as System Auditor checkbox if required.

You cannot see the Set as System Auditor checkbox if the Auditor is external. Likewise, Set as System Auditor checkbox is disabled if the System Auditor is already selected.

update5.png

Auditors - Update window form

  1. Click on the Next button to move on to the Master Table section.
    update4.png

Update window - Master Table section

  1. Here, select or deselect any Master Table as you need. Likewise, you can also enable or disable the Download or Upload buttons as needed.

  2. Furthermore, you can also delete or add columns that you want from the Master Table. Just click on the Cross icon beside a particular column to delete it. Click on the +Add More option to add new columns from the Master Table.
    update6.png

Update window - Master Table section

  1. Click on the Update button to successfully update the Auditor.

  2. A notification Workflow auditor updated successfully. appears at the bottom left of your screen once the process is completed.
    unoti2.png

Update notification

If a notification Your web browser may have encountered an issue. Please try again. appears at the bottom left of your screen, understand that the update process failed due to technical errors.
In such cases, try clicking the Update button once again else repeat the entire update procedure once again.

unoti1.png

Error notification



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