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Workspace Overview


This article provides an overview of the auditor workspace. The auditor role is typically assigned to individuals who need 'read-only' access to faculty outside professional activity data. The auditor workspace includes four sections:

  • Forms in Process
  • All Activities
  • Annual Certifications
  • All Faculty

Forms in Process

The 'Forms In Process' tab shows all prior approval forms within your assigned department/unit that have not yet received final approval/acknowledgment. In this section, you will see forms that are at different stages of the prior approval workflow. 

Top half of approver workspace
To view all prior approval forms that are currently in process: 

  1. Confirm you are in the correct fiscal year. You can toggle between fiscal years to view forms.
  2. You can filter the forms by type and the current state of the form.
  3. You have the option of viewing the form details by selecting the form or you can select the faculty's name to view the faculty details page. 
    • Form- displays the form details. 
    • Faculty details page- shows the faculty's workspace details

All Activities

The 'All Activities' tab shows all activities regardless of the status. 

The Forms In Process section of the Auditor website


Annual Certifications

The 'Annual Certifications' tab shows annual certification reports that have not been submitted, forms that are processing through the approval workflow, and annual certification forms that have received final approval/acceptance.

The All Activities section of the Auditor website

 

Last Modified: 2021-08-31 13:31:39.939782-07