Auditor Setup

The Auditor Setup page is used to configure the Auditor Dashboard. The Auditor Dashboard provides several visuals to help with identifying and addressing potential risks at your organization and provides an in-depth analysis of

Enable the Auditor feature

Before you can configure Auditor, you must perform the following steps:

  1. Confirm that the tenant has an Analytics license assigned to it.
  2. Enable the feature switch.
    1. Go to Application Setup > System Configuration > Feature Switch.
    2. Select Auditor and click Edit.
    3. Select Yes and click Save.
  3. Assign the appropriate permissions to users. The Auditor Setup pages and Auditor dashboard are only available to users with the appropriate permissions. Grant access to the Auditor dashboard and Setup pages by setting these access control points to Allowed in each user’s profile:
  4. To set up the Auditor run, complete the Auditor Setup building blocks.

To configure the Auditor Dashboard

  1. Enter a duration
  2. Exclude locations
  3. Include locations
  4. Select the primary location type
  5. Select rates
  6. Select the sub location type

Launching an Auditor run

The Auditor run is a scheduled batch process that occurs on the first day of every month and covers the number of months configured in the Auditor Duration setting. We recommend that you only manually launch the Auditor run to determine whether it is running correctly after making modifications to the Auditor setup.

The default setting for the duration of months in which the Auditor run occurs is four. The Auditor is a batch process that runs on the first day of every month. If the duration is four and the Auditor is running on January, 1, 2022, the months covered in the run will be September, October, November and December of 2021.

To launch an Auditor run, click Run Auditor