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Managing License Requests

This article describes how to manage incoming license requests as an administrator in AuditXchange.

R
Written by Radha Saikia
Updated over 2 months ago

AuditSoft licensing is an optional service that may be enabled when the Certification Body/Certifying Partner chose to approve all audit license request before an audit can be started. This is mostly used when the Certification Body/Certifying Partner subsidies licensing and/or to confirm the following BEFORE the audit is initiated:

  1. The audited member is in good standing and

  2. the auditor is in good standing.

To initiate a license request, the AuditSoft user follows the standard process to Get a license. Instead of purchasing a license there will be an option to Submit Request for an AuditSoft license (see 1 in screenshot below):

In AuditSoft the license will now show up as License Pending Approval (see 2 in screenshot below) and;

Important: The user (auditor) will not be able to start an audit before the audit request is approved.

Pending Approval Process

The following diagram outlines the major steps in the licensing approval process:

Pending Approval

Once a license request has been submitted to a Certification Body/Certifying Partner, the administrator:

  • will be notified by email that a license request has been submitted

  • and can the log into AuditXchange where the one of three actions can be performed

For each license request, there are four options:

  • Edit - This option allows you to correct any misspelled legal company names or link licenses into teams.

  • Approve - This approves the license for use and sends a notification email to the requestor. An approval cannot be undone by the administrator.

  • Reject - This rejects the license request and allows the administrator to sent a custom notification email to the requestor. An rejection cannot be undone by the administrator.

  • Auto Approve - Approves the request and ads the requestor to the Auto Approve List.

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