Knowledge Base/Help Categories/Scheduling

How do I schedule or assign responsibility?

Stephanie Morgan
posted this on October 13, 2011 02:51 pm

How you go about scheduling or assigning responsibility depends on the type of project. Are you performing a "Risk Assessment" or is it an "Audit Workflow" ?

For Risk Assessments

Click on the "Assessments" Tab and the click "Assign Categories."

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Next, simply select the person responsible and the frequency. This can be changed at any time.

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For Audit Workflows

For full Audit Workflow projects, the process is the same as above.

However, with this type of project you have the option to split responsibilities. This will allow one person to be responsible for the audit review and another individual to be responsible for the risk assessment.

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