How to assign a Job to an Auditor

Labels: heat app assign a job choose auditor

To assign a Job to an Auditor:

    1. Navigate to Home > Client > Client List 
    2. Choose "Edit" to select a Client from the list.
    3. From Client Home Screen > WAP > Audit Information
    4. Under Site Assessment Section, look for "Auditor" and choose from the pulldown tab.
    5. Set the Job Status to "Scheduled."
    6. Set an Assessment Date on the Job.
    7. Click "Save"

The Job is now available to the Auditor and (if using the HEAT App) ready to be downloaded to the mobile application by the assigned auditor.

In order to View or Edit a Client or Job on the iPad HEAT App, Auditors must have the Job assigned to their user name.   

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