Creating an Audit Group

When you create an audit group, you are creating a folder to contain specific audits that you want to execute together.

1. Select Analysis>Audits. The Audit Manager appears.

2. From the Audit menu, select New>Group. The Create Audit Group window appears.

3. In the Code field, enter the unique, user-defined identifier of the audit group.

4. In the Display field, enter the name to appear throughout the system.

5. Click OK. to save the new Audit Group and close the Create Audit Group window. The new group will appear in the Audit Manager Tree View.

Adding Audits to the Audit Group

1. To add audits to the Audit Group, right-click on the Group and select the New Audit option from the popup menu. A list of available audits appears.

    

2. Click to select the desired audit from the list. The Create Audit window will open, displaying a description of the audit in the General tab.

3. Click the Settings tab to reveal the audit settings.

4. If changes to default settings are desired, click the Edit icon . The Create Audit Setting window will open.

5. Input the new settings in the fields provided, then click OK to save changes and exit the Create Audit Setting window. Or click the Use Default button to change field values to default settings. Or click Cancel to close the Create Audit Setting window without saving changes.

6. When satisfied with Audit settings, click OK from the Create Audit window to save the audit and exit the Create Audit window.

7. When satisfied with Audit settings, click OK from the Create Audit window to save the audit and exit the Create Audit window. Or click Cancel to exit without saving the audit. Saved audits are displayed in a subfolder corresponding to the type of audit (Bill or Channel).