Bulk Schedule

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Bulk Schedule

Procedure

1.Navigate to Tasks menu on home page.

2.Click on Bulk Audit Scheduler menu.

bulk-audit-scheduler-menu

3.The Bulk Schedule Audit page is displayed.

bulk-audits-step1

4.Select the mode and click on Next button.

5.Mode: Select a questionnaire,an entity and then assign to multiple users

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6.Select Questionnaire/Entity page is  displayed.

bulk-audits-mode1-step2

7.Select questionnaire and entity and click on Next button.

8.Select Users page is displayed

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9.Select Users and click on Next button.

10.Details page is displayed

bulk-audits-mode1-step3

11.Fill in the details and click on Next button

12.Preview page is displayed.

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13.Review and make changes as required and click on Confirm button.

14.The audit creation process will start. The user has an option to cancel the process,if required.

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15.Once the process is finished, the Result page is displayed.

bulk-audits-mode1-result

16.In Step 5, if the second Mode is selected.

a.Mode: Select an user,an entity and then assign to multiple questionnaires

bulk-audits-mode2-select

b.Select User/Entity page is  displayed.

bulk-audits-mode2-step2

c.Select  an entity and user and click on Next button.

d.Select Questionnaires page is displayed

bulk-audits-mode2-step2.2

e.Select Questionnaires and click on Next button.

f.Follow steps 10 to 15 as explained above.

17.In Step 5, if the third  Mode is selected.

a.Mode: Select a questionnaire,an user and then assign to multiple entities

bulk-audits-mode3-select

b.Select User/Entity page is  displayed.

bulk-audits-mode3-step2

c.Select   a questionnaire and user and click on Next button.

d.Select Entities page is displayed

bulk-audits-mode3-step2.2

e.Select Entities and click on Next button.

f.Follow steps 10 to 15 as explained above.