Editing Audits

Once you have created a new caseaudit or opened an existing one, you can edit it at any time. This is useful for editing the caseaudit information or applying the Closed status to casesaudits. You are never locked in with the original categorizations. You can edit the locations and people of interest included in the caseaudit, grant and revoke reviewer access, and add/remove tags.

Only the caseaudit manager or case membersauditors with manager rights can assign rights to other users, as well as revoke the rights of specific users on a particular date. They can also open, view, search, comment, and tag casesaudits on which they have access rights.

IMPORTANT
You must click Save after editing casesaudits or your changes will not be saved. If you are using the Auto-Save feature, be aware that it does not automatically save changes you make to caseaudit parameters.

  • Do one of the following:
  • From the A CaseAn Audit Management dashboard, select a casean audit to edit, and click Edit A CaseAn Audit.
  • In the A CaseAn Audit Overview workspace, click Edit A CaseAn Audit to edit the currently open case.
  • The Edit A CaseAn Audit dialog box is displayed.
  • On the A CaseAn Audit Info tab, edit any of the fields. These are the same fields as when you first created the caseaudit.
  • Click Save.
  • On the A CaseAn Audit Management dashboard, select a a casean audit and click Edit Audit.
  • Select the Locations & People Of Interest tab.
  • In the Locations pane (left), select or deselect the locations to display.
  • In the CustodiansPeople Of Interest pane (right), select the custodianspeople of interest to display. By default, all custodianspeople of interest in the selected archive location(s) are selected.
  • To select specific custodianspeople of interest, deselect the Select all CustodiansPeople Of Interest option, then select the custodianspeople of interest to display.
  • To view only the custodianspeople of interest you selected, select the Display Selected option.
  • To search for specific custodianspeople of interest in the selected archive location, deselect the Display Selected option if you have selected it. Enter the name in the filter search box and press Enter or click the Magnify icon.
  • Click Save.
NOTE
Depending on the size of your organization and archive stores, it may take a few moments for search results to load when searching for specific custodianspeople of interest.
  • In the Overview toolbar, click Edit .
  • The Edit dialog box opens.
  • Select the Tags tab.
  • A list of tags that are currently being used is displayed.
  • The tags displayed depends on the type of caseaudit you are working on. For example, if it is a Supervision, you will not see any tags.
  • Click Add New Tag.
  • A new tag appears at the bottom of the list.
  • Place a check mark beside the new blank tag. Click inside the text box, give the tag a name and press Enter.
  • A red triangle at the corner of the new tag indicates a custom tag.
  • (Optional) To remove a tag, select a tag and click Remove selected Tag(s).
  • Click Save.
  • IMPORTANT
    Enabling Auto-Save does not enable automatic saving of case parameters when editing a case.
  • The new tag is added to the tags at the bottom-right of the Document view. If you removed any tags, they no longer appear in the interface.