Monthly Support Webinar - July 2022 - Audits 101: How to Prepare for Easy Auditing

Monthly Support Webinar - July 2022 - Audits 101: How to Prepare for Easy Auditing

Audits 101: How to Prepare for Easy Auditing Webinar

On July 27th 2022, SETWorks hosted a live webinar about how to use SETWorks to make Audits a breeze. You can view the recording below: 



This article reviews how to use the Auditor (Read Only) role effectively. 

This article reviews how to use the Coverage feature in SETWorks.

Custom Activity Record Report

Correction

In the webinar it is stated that the Coverage role will not limit the Auditor from seeing other individuals listed in the billable group record. This was incorrect - in fact the billable group record will only display the names of individuals that the auditor has coverage assigned for. Please reference the Coverage article for more information. 

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