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Communicating with external auditors

Updated over 2 weeks ago

Roles and permissions

The following users can communicate with external auditors using the Activity Feed on an audit:

  • Anyone with manager or contributor permissions for the audit.

You can communicate with auditors via the audit Activity Feed’s or via the Activity Feed on a specific request.

  1. From the left menu, select Audits.

  2. Select your audit.

  3. Do one of the following:

    • Click the Activity Feed icon in the upper-right corner to discuss the entire audit.

      audit-activity-feed.png

    • Select the Requests tab, select the request you want to discuss, and then scroll to the Activity Feed in the right pane.

      activity-feed-request.png

  4. Enter your comment, and then select the Make comment visible to external auditors checkbox.

    make-comment-visible.png

  5. Press Enter.

    The auditor can now see your comment.

Note: Be sure to select the Make comment visible to external auditors checkbox every time you want to interact with the auditor via the Activity Feed.

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