Create Projects

The Create Projects section allows the user to Create a New Project, Import Claims and Assign Audits. and assign audits to projects.

Step 1.
To create a new project, click 'Create a New Project.'

Manage Projects Image 1.

Step 2.
Give the project guideline a name, expected start date, and due date as required. You can also go through and add any additional setting to your guideline, then click 'Save.'

Manage Projects Image 2.

Step 3.
To edit a specific project guideline, click the 'Edit' icon in the row of the project you would like to edit. 

Manage Projects Image 3.

Click 'Save' after making the desired changes.

Step 4. 
To assign audits without records, click the 'Assign Audits to Project' button. This allows you to create blank audits for the project.

Manage Projects Image 4.

Complete the form fields and click 'Submit.' The only required filed is the 'Audit Project.'

Manage Projects Image 5.

To assign audits with records to a project, see the 'Records' tab.

Watch this video to learn about this topic more in-depth