Manually Selecting a Sample of Cases

If an audit coordinator chooses to manually select cases for audit the following options are available:

Select Cases to Audit
This option may be used if the audit coordinator knows the case reference, client reference or client name for the cases they wish to be audited.
Search for Cases to Audit
If the above details are not known, the audit coordinator can search for cases to audit using the queries described above. Once a selection of cases has been identified through the use of a query, the audit coordinator then has the option to add or remove individual cases from the audit plan.

Note that once an audit coordinator has chosen to manually select a list of cases, the option to randomly generate a list of cases will no longer be available. Cases may however be manually added to or removed from the list.