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  Last updated v9.8.0

Audit Selection Search

This screen will provide a document selection method for department auditors to pull a percentage of documents for specific processor(s), queue(s), Document type(s), dates, etc.  Once a selection of documents has been made via the search options, they can be sent to an audit queue for review.

Select Search Criteria

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The Select Search Criteria area provides criteria options allowing an auditor to select a specific set of documents to be reviewed/audited for the current department.  Use these options and click the Search button to review the list of documents returned.  Performing this initial search does not pull a document into an audit status or queue.  That function will be performed in the next section.

General Criteria (Tab)

• Queue (Optional):  Select a queue from this list to limit the audit search results to documents that have been processed through that specific queue.  Leave as default for all queues.
• Document Type:  Select a document type from this list to limit the audit search results to this specific document type.  Leave as default for all document types.
• Processor:  Select a processor from this list to limit the audit search results to this specific processor.  Leave as default for all processors.
  • **A processors is defined as the user that completed a document through a queue.
• Include Already Audited:  Selecting No (default) in this field will only pull documents that have not already been audited in the auditing module.  Selecting Yes will pull documents that have already been audited for a re-audit.
• Percentage:  Taking the other search criteria into account, what percentage of documents should the system pull for audit consideration?
• Start Date:  The beginning date in a range of when the document was originally processed in IWS.
• End Date:  The ending date in a range of when the document was originally processed in IWS.

Click the Search button to show the resulting documents.

Document Indexes (Tab)

This tab is only enabled if a Document Type is selected from the list in the General Criteria tab.

• Index Fields (Optional):  If a document type is selected in the General Criteria tab, the index fields associated with that document type will be displayed in this tab.  These index fields can be used to further narrow down the search results and allow for more refined audit selection criteria.  Use any combination of criteria from the General Criteria tab and this indexes tab.
  
  • This tab is completely optional and does not need to be used even if a document type is selected in the General Criteria tab.

Click the Search button below the index field list to show the resulting documents.

Selection Results

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After searching for documents to audit, the Selection Results area shows the results of that search.  Documents listed here meet the criteria specific in the search criteria section.  To move forward and send all resulting documents to an audit queue, simply select an existing audit queue from the Send Audits To Queue list and click the Send To Queue button.  All documents will then be sent to the specified audit queue.  Sending documents to an audit queue does not affect their status in other workflow queues or in the search areas of the system.

Options prior to sending documents to an audit queue.

• User the column headers to sort through the results.
• Click the View Document button on any row to preview the document.
• If there are documents in the results that do not need to be audited, toggle the Exclude option to ON for that row.

Once all options have been reviewed, select an existing audit queue from the Send Audits To Queue list and click the Send To Queue button.  The documents selected will now be available in that audit queue under the Auditor Audits menu option.  The search criteria will be cleared and a new audit search can be performed.