Conduct an Auditor Performance Review

A performance review works like any other audit job in the Intact Platform. Its purpose is to check whether the auditors meet all the criteria relevant to the CAB.

The following page will walk you through a performance review step by step. If you need more detailed guidance, you can follow the links.

Ξ PERMISSIONS

Permission	Description
Audit (Auditor) - editing	Gives permissions to edit audit tab for auditors
Audit (Auditor) - reading	Gives permissions to read audit tab for auditors
Audit orders and workflow (Auditor) - editing	Gives permissions to access and edit the audit orders tab and the workflow relating to the audit orders of an auditor
Audit orders and workflow (Auditor) - reading	Gives permissions to read the audit orders tab and the workflow relating to the audit orders of an auditor
Certification (Auditor) - editing	Gives permissions to edit certification of an auditor as well as creating and printing certificates
Certification (Auditor) - reading	Gives permissions to read the certification of an auditor
Findings (Auditor) - adding, deleting, editing	Gives the permission to add/delete/edit Findings inside an auditor; Entity - Tab Findings (Auditor)
Findings (Auditor) - editing	Gives the permission to edit Findings inside an auditor; Entity - Tab Findings (Auditor)
Findings (Auditor) - reading	Gives reading permissions to Findings inside an auditor; Entity - Tab Findings (Auditor)
Products (Auditor) - editing	Gives permissions to add/delete/edit products of an auditor
Products (Auditor) - reading	Gives permissions to read products of an auditor

Ξ SETTINGS

Setting	Description
Set up web access for the back office employee and the auditor	How to Grant Web Access
Create an audit order	How to Create Single or Combined Audit Orders per Entity

Ξ USER MANUALS

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How to Conduct an Auditor Performance Review

Ξ AREAS

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Create or Update Entities (CRM)
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Administrate Auditor Qualification (Client) (Qualification)
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Create Incoming & Outgoing Phone Calls (Correspondence)
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Administrate Reviewer Qualification (Client) (Qualification)
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Administrate Self-Assessment Reviewer Qualification (Client) (Qualification)
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Set the Certification Decision and/or Create a Certificate (Review)
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Create Free Invoices (Invoicing)
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Define Services of an Entity (Contracts)
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Define Service or Audit Relevant Information of an Auditee (Contracts)
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Track Working Time as a Reviewer (Review)
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Administer Fields/Crops per Entity (Contracts)
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Administer Livestock per Entity (Contracts)

Conduct an Auditor Performance Review

Ξ PERMISSIONS

Ξ SETTINGS

Ξ USER MANUALS

Ξ AREAS

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