Assign Auditor Pane

Configuring Audit Instructions

This pane assigns an auditor, provides instructions, and assigns a GA 30# number.

Edit the text or numbers in the data fields, and press the Submit button at the bottom of the page.

Assign Auditor Elements Label Description
Assignment Summary	Data / Text field Type instructions into the Assignment Summary so that the Auditor will know how the transaction is to be processed, including any special handling or other notes. Text that is typed into the Assignment Summary data field will appear in the Auditor’s Queue as Supervisor Notes, which can be useful for internal communication.
Auditors	Dropdown menu All of the auditors available in the system are available for selection on a dropdown menu. Select the auditor in the dropdown list to assign this transaction to that auditor.
GA 30#	Data field (numbers) Create a GA 30# number and type it into the GA 30# data field to track this audit assignment.

Assign Auditor Elements

Label Description

Assignment Summary

Data / Text field

Type instructions into the Assignment Summary so that the Auditor will know how the transaction is to be processed, including any special handling or other notes.

Text that is typed into the Assignment Summary data field will appear in the Auditor’s Queue as Supervisor Notes, which can be useful for internal communication.

Auditors

Dropdown menu

All of the auditors available in the system are available for selection on a dropdown menu. Select the auditor in the dropdown list to assign this transaction to that auditor.

GA 30#

Data field (numbers)

Create a GA 30# number and type it into the GA 30# data field to track this audit assignment.