New User type - Auditor – Obsessive Support

When being audited there is no login that would allow underwriters/auditors to see cases (and the rating matrix for that case) that are underwritten by their company. So for example, a Faraday Audit would involve the Faraday Auditor logging on to a site and being able to VIEW all cases that are underwritten by Faraday. Admittedly if Faraday cover just one of the risk groups they would be able to see the other risk group info but little can be done about that.
This Auditor needs to see all cases (for Faraday) regardless of the Agent.
The Auditor would not be able to view any reports unless specific permission has been granted for those reports.
The Auditor should not be able to edit cases or change their status etc.

Mark Williams 03 September 2013 12:15

This would be extremely useful especially where we have 3 markets for the same scheme all in competition.

Jonny 25 August 2015 11:32

We could really do with this feature asap, its becoming more and more of a task as we develop our schemes and in some circumstances a large amount of cases are reviewed at each Audit and we do not want one insurer to view the others rating ect.

New User type - Auditor

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