When an audit has been completed, it is submitted, through the software, to AuditXchange. Each certifying partner has their own AuditXchange portal, from which to view all submissions and data collected.
After an audit has been submitted the Q/A process will be initiated and there are several parties involved that are notified of changes to the audit status.
These users include:
Auditor: one that performs the audit by observing and documenting the relevant information, and submits it to their certifying partner.
Association Admins: certifying partner department lead, who assigns audits to reviewers, and is able to view all information within AuditXchange. This user has the highest level of control in their association profile.
Reviewer: employed by the certifying partner to review submitted audits, who can perform the Q/A after being assigned the audit by their administer. This user has limited permissions. Please contact AuditSoft Support ([email protected]) if you, the certifying partner admin, wish to upgrade a reviewer account to an administer account to better suit your workflow.
Company admin: this is a user whose information is pulled from the company contact information in the Company Details section of the audit. They receive access to their Company Scorecard after the first audit is submitted and then has access to all following audits accepted and store in their company profile. Please contact AuditSoft Support ([email protected]) if you, the company contact, wish to update the company admin user information.
This chart shows which events trigger an email notification in AuditXchange. Each green checkmark indicates that an email notification will be sent to users with the role in that column when the action on the left is performed. The red X indicates when a notification will not be sent.
Action | Auditor | Associations Admins | Reviewer | Company Admin |
New audit submitted | 
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Unassigned audit with changes updated | 
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Unassigned audit with no changes updated | 
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Unassigned audit with no changes but a new note updated | 
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Audit withdraw | 
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Reviewer assigned | 
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Send auditor note | 
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Reviewer requires revision | 
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Assigned audit is updated | 
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Assigned audit is withdrawn by association admin | 
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Assigned audit is moved from pending to in review | 
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Assigned audit is accepted by association admin | 
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Accepted audit is undo acceptance (with note) by association admin | 
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Assigned audit is accepted by reviewer | 
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|  (if company user does not have pending invitation) |
Reviewer rejects audit | 
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