Send an assessment to an auditor

If you have an Admin account, you can assign auditors to respond on behalf of suppliers. Auditor accounts with an Administrative role (Auditor Admin) can assign other auditors to audit supplier assessments.

In this article, we guide you how to:

• Add auditor accounts
• Assign auditors to assessments

If you are in a company network, skip to Assign audit companies.

Add auditor accounts

To get started, you need to add auditors to your company profile. Auditors have limited permissions that do not allow them to view other company accounts unless designated in Accounts Visibility.

1. Click the menu icon  in the top left corner.
2. Click Profile.
3. Select Manage Accounts.
4. Click Add Account.

5. Enter the required contact information of your auditor in the fields provided.

6. Select Auditor (Admin) or Auditor from the Role drop-down.

   The Auditor (Admin) role allows the user to assign other auditors.

7. Click Add.

   Your auditors receive an email with a unique link to access the SupplyShift platform and create their account.

Send assessment to auditor

1. Click the menu icon  in the top left corner.
2. Click Assessments.
3. Select the assessment you want to send to an auditor.
4. Click the Send tab.
5. Select the reporting period, due date (optional), and group(s) of suppliers to audit.

The Email Message is only sent to the suppliers if "show supplier audited data" is checked. Assigned auditors receive a separate email notification.

6. Click Assign auditor.

7. Select an auditor from the Auditor drop-down list.

8. Check Show supplier their audited data? to allow suppliers to see the audited assessment in their profile.

   Auditors can only be assigned one at a time. It is recommended to create a supplier group per auditor or allow an auditor admin to assign others. Suppliers are only able to see responses once the auditor submits the assessment.

Assign audit companies

Members of a SupplyShift network can assign auditing companies in that network.

1. Click the menu icon  in the top left corner.
2. Click Assessments.
3. Select the assessment you want to send to an auditor.
4. Click the Send tab.
5. Select the reporting period, due date (optional), and group(s) of suppliers to audit.
6. Click Assign auditor.

Auditors can only be assigned one at a time. It is recommended to create a supplier group per auditor assigned to the selection of suppliers.

7. Click Assign auditor.

8. Select your desired audit company from the Audit Company drop-down list.

9. Click Send in the top right of the assessment.