Adding Details of WHO is being audited
Adding contact and company details
Contacts - Who to notify
When you are going to perform an Audit you will want to add details of the person who needs to be notified. This information can be entered directly on the audit page or via the admin section under Administration.
NOTE: Record details of the company or companies you perform audits for in the companies link.
Add a Company
Click on the add company link under contacts
Click on the add company link in the top right corner
Enter the company details and any notes that the auditors will find useful
Site addresses or locations that relate to the company
You can add or remove location by clicking on the + or x
To finish click the required Save button in the bottom right
Adding Contact Details
Under the Administration section click the Add for Contacts
You can now select a location from the companies list or click the blue + to add new. This will reopen the form above so you can enter a new company.
If the contact is a user withing Tracker you can select them from the user drop down and it will populate the details fields for you.
otherwise enter the user details manually.
To finish click Save.