Claire Casey – Page 3 – AuditComply Help Center

Conduct Assessments: Schedule List

The schedule list on the Conduct Audit page provides the following details: At the end of each row in the schedule list, there are one of two buttons: Resume or Start. Resume is used to continue an audit that has...

March 21, 2025

Scheduling Assessments: Where To Schedule An Assessment

Scheduler

Scheduling Assessments: Where To Schedule An Assessment

This section outlines the different locations you can schedule assessments within the AuditComply system. Homepage Click the Schedule Assessment button located at the top of the homepage. This will open the scheduling pop up window. Scheduler Navigate to the Scheduler...

March 20, 2025

Scheduler

Scheduler: Schedule List

The Schedule List provides a comprehensive view of all scheduled templates associated with your profile. The schedule list displays the following information for each scheduled template: Schedule ID A unique identifier for each schedule. Scheduled Template The name of the...

March 20, 2025

Scheduler

Scheduler: Schedule List: Actions

The Actions feature on each individual schedule row provides options to edit or delete specific schedules. Edit Schedule To edit a schedule, click on the Actions button at the end of the desired schedule row and select Edit Schedule. A...

March 18, 2025

Scheduler

Scheduler – Download Schedule List

The Download function within the Schedule List allows you to export your schedule list in either PDF or CSV format. The downloaded report will reflect any filters currently applied to the schedule list. If no filters are applied, the default...

March 12, 2025

Scheduler

Scheduler – Schedule List – Bulk Action

The Bulk Action feature within the Schedule List allows you to perform actions on multiple schedules simultaneously, specifically reassigning them or deleting them. Reassign Schedules Check the boxes located at the beginning of each row corresponding to the schedules you...

March 12, 2025

Scheduler

Scheduler – Schedule List – Filters

The schedule list displays all active schedules. Various filtering options are available to refine the list. Filter Date Range The default date range for the schedule list is set for one month prior to and one month after the current...

March 10, 2025

Dashboard

Dashboard: Shortcuts

Notifications The system generates notifications to alert you about various events related to your account, for example Assessment Submitted, Scheduled Downtime or Suspicious Login. Clicking the notification symbol on the dashboard will display a dropdown menu of recent notifications. Clicking...

March 5, 2025

Dashboard General

Dashboard: Quicklinks

The dashboard provides various icons for quick access to system features and external websites. Quicklinks The Quicklink icon displays a sidebar with links related to AuditComply. Click the link icon (highlighted below) to open the sidebar. By default, the sidebar...

March 3, 2025

Templates

Templates: Additional Elements

To enhance your requirements, you can add extra elements based on your specific needs. At the bottom of the right-hand side of the requirement you wish to modify, click the Add Element button. A dropdown menu will appear, displaying all...

February 28, 2025

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Author: Claire Casey

Conduct Assessments: Schedule List

Scheduling Assessments: Where To Schedule An Assessment

Scheduler: Schedule List

Scheduler: Schedule List: Actions

Scheduler – Download Schedule List

Scheduler – Schedule List – Bulk Action

Scheduler – Schedule List – Filters

Dashboard: Shortcuts

Dashboard: Quicklinks

Templates: Additional Elements

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