You may work with others outside of your iAuditor team, but your use of actions doesn't have to be limited. Assign actions to people outside of your iAuditor team using their email address.  If someone is assigned an action and does not have edit/view actions to the inspection, then they can see the inspection and question from which it came from, but not click through to the inspection.

IMPORTANT NOTE

External assignees cannot comment on the action or upload any images as evidence.

If you wish to add team members as users in your organization to start collaborating, please see our support article here for instructions.

Mobile: Assign an action via email

  1. Log in to iAuditor on your phone or tablet
  2. Go to the “Actions” tab along the bottom
  3. A list of existing actions in your team appears
  4. Click the “+ Create Action” button along the bottom
  5. The actions log screen presents
  6. Insert the action title, description (optional), site (if set up by your team), and priority
  7. In the "assignee" field type in the direct email of the recipient (e.g., [email protected])
  8. Select to assign to that email
  9. Press “Create Action”
  10. The person assigned receives an email, letting them know you've assigned an action
  11. The action will appear in the list for all members of your team
  12. The external assignee can update the status to complete the action

Web app: Assign an action via email

  1. Login to the iAuditor web app
  2. Select the “Actions” menu from the left-hand pane
  3. Your actions list populates with a view of all actions across your team
  4. Click on the blue “Create action” button in the upper-right corner
  5. A pop-up presents with the option to add an action title and description (optional)
  6. A new action's status view presents
  7. From here, you can add an assignee, media, or details to your action, a site, and priority
  8. In the "assignee" field type in the direct email of the recipient (e.g., [email protected])
  9. Select to assign to that email
  10. Update as needed, and select the “back” option. Note: Pressing the blue “Complete” button will change the action’s status to complete, not complete your creation
  11. Your action automatically saves
  12. The person assigned receives an email, letting them know you've assigned an action
  13. The action will appear in the list for all members of your team
  14. The external assignee can update the status to complete the action
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