Step 1: Go to the 'USER ADMIN' menu and then select 'AUDIT MANAGEMENT'
Audits are listed to the left and detail information about any selected audit is listed on the right. A variety of action icons are contained in the toolbar above the audit detail view...
Step 2:Use your pointing device to select an audit from the left list
Step 3: Press the 'Share Audit' action icon to 'share the audit' with another AIR-INSITE user...
The area beneath will change to reveal the following view...
In the 'shared with' text box, enter the user email address of the AIR-INSITE user you wish to share the audit with (Note this must correspond with the email address of the AIR-INSITE user account!). In the Access 'pick list' decide whether you want the AIR-INSITE user to have VIEW or VIEW & EDIT rights for the audit being shared. Use the email body area to add any information you would like to add in the email.
When ready, use the 'SHARE & SEND' action button at the bottom of the page.
The audit is now SHARED and an email has been sent from the AIR-INSITE server to the email address of the AIR-INSITE user informing them that the shared audit is available for VIEW or VIEW & EDIT.
- The use of the 'shared' status icons in lists displayed across the AIR-INSITE website
- The info box will guide you when entering a AIR-INSITE users email address correctly
- Use the status 'pick list' to observe SHARED status and to manage sharing rights (grey / no select is the pre-shared state)
- Change status as necessary and use the SHARE & SEND button to execute any change