Portal User Input

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Portal User Input

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icon_alert2 This function is not available if the standard is in response mode.

 

If your system is configured with the Xitracs Portal™, users with access to the portal can be assigned to provide input to one or more sections of a compliance report.

 

If there are no portal users assigned, an icon with a red bar icon_group-notassigned will appear. Click on the portal user icon to add one or more icon users to the selected row.

The portal icon will display icon_group-no once portal users are assigned and will turn green if there is input available. Click on the icon to view the input which can then be copied into the narrative and evidence as appropriate.

 

The Notify via email link will generate an email to the relevant portal users advising them of the assignment.

Note: Portal users are managed separately from Xitracs users. See Xitracs Portal for more information.