Auditee

User Level

End-user participant in audit processes, responsible for completing tasks, providing information, and engaging with the audit and evaluation system.

Role Overview

Level 1 - Participant Authority

Auditees are the foundation of the P3M system, actively participating in audits, completing assigned tasks, and contributing to organizational improvement through their engagement and feedback.

Key Capabilities

Task Completion

  • • Complete assigned tasks
  • • Submit required documents
  • • Meet deadlines and requirements
  • • Track task progress

Audit Participation

  • • Participate in audit sessions
  • • Provide requested information
  • • Answer audit questions
  • • Collaborate with auditors

Communication

  • • Communicate with team members
  • • Ask questions and seek help
  • • Provide feedback and suggestions
  • • Participate in discussions

Schedule Management

  • • View personal calendar
  • • Schedule appointments
  • • Set reminders and notifications
  • • Manage availability

Self-Assessment

  • • Complete self-evaluations
  • • Set personal goals
  • • Track progress and achievements
  • • Reflect on performance

Profile Management

  • • Update personal information
  • • Manage notification preferences
  • • Upload profile picture
  • • Set privacy settings

Typical Daily Activities

Morning Routine

  • • Check dashboard for new tasks
  • • Review notifications and messages
  • • Plan daily activities
  • • Check calendar for appointments

Task Management

  • • Work on assigned tasks
  • • Submit completed work
  • • Update task status
  • • Communicate progress

Audit Participation

  • • Attend scheduled audit sessions
  • • Provide requested documentation
  • • Answer auditor questions
  • • Review audit findings

Social Engagement

  • • Participate in team discussions
  • • Share knowledge and experiences
  • • Collaborate on projects
  • • Provide peer support

Key Responsibilities

Task Responsibilities

  • • Complete assigned tasks on time
  • • Maintain quality standards
  • • Follow established procedures
  • • Communicate any issues promptly

Audit Responsibilities

  • • Participate actively in audits
  • • Provide accurate information
  • • Be available for scheduled sessions
  • • Implement recommended improvements

Professional Development

  • • Engage in learning opportunities
  • • Seek feedback and improvement
  • • Share knowledge with colleagues
  • • Stay updated with procedures

Team Collaboration

  • • Support team objectives
  • • Communicate effectively
  • • Contribute to team discussions
  • • Maintain positive relationships

Access Permissions

Full Access

  • • Personal dashboard and tasks
  • • Assigned audit participation
  • • Social collaboration features
  • • Personal calendar and scheduling
  • • Resource library (view)
  • • Profile and settings management

No Access

  • • User management functions
  • • Audit creation and configuration
  • • Organization settings
  • • System administration
  • • Advanced analytics
  • • Department management

Getting Started as an Auditee

1

Complete Your Profile

Set up your personal information and preferences

2

Explore Your Dashboard

Familiarize yourself with the main interface and features

3

Check Your Tasks

Review any assigned tasks and their deadlines

4

Join Team Discussions

Participate in social features and team collaboration

Quick Actions

My Tasks

View and complete assigned tasks

My Calendar

Check schedule and appointments

Team Chat

Connect with your team

Tips for Success as an Auditee

  • • Stay organized and keep track of your tasks and deadlines
  • • Communicate proactively with your team and supervisors
  • • Be prepared for audit sessions with required documents
  • • Ask questions when you need clarification or help
  • • Take advantage of learning opportunities and feedback
  • • Participate actively in team discussions and social features