# Managing Auditor Profiles, Roles, & Qualification Criteria

If [configured by your Admin](/en/lr/61887104/), QMS can capture key demographic information about auditors, and manage the variety of qualifications that may be required for an auditor to perform any given role on various types of audits. Demographic information is at the discretion of your organization, but may include information such as primary and secondary spoken languages or travel authorizations. This type of information helps address scenarios where it can be difficult to know which personnel are authorized to perform a role on an audit.

The Auditor Profiles & Qualifications feature's core objects are:

  * _Auditor Profile_: Representing each auditor in your organization, data describing them, and information regarding their status towards qualifications for various roles they are eligible to perform in your organization's auditing programs.
  * _Auditor Role_: Representing the various Roles that auditors may perform during audits, and the qualifications required to perform them.
  * _Qualifications to Complete_: Represents the unique set of qualifications that must be completed to qualify for one or many auditor roles.
  * _Role Qualification Status_: Represents the status of an auditor's progress towards qualification for an auditor role.

## Creating Auditor Profiles

The _Auditor Profile_ object stores, and is related to, information which you can use to determine the qualification of a potential auditor and allow that auditor to be selected in the Quality Team of any given _Audit_ record. _Auditor Profiles_ are generally kept quite simple, but yours may have additional configured fields beyond those described in this article, at the discretion of your organization.

To create an _Auditor Profile_:

  1. Navigate to an _Auditor Profile_ custom object tab or to **Business Admin > Auditor Profile**.
  2. Click **Create**.
  3. Fill in the required details.
  4. Select a **User** to associate the _Auditor Profile_ to.
  5. Click **Save**.

Once saved, the profile may have _Auditor Roles_ associated with it, indicating that this profile is tracking qualifications against those roles, via the _Auditor Qualification Status_ section on the _Auditor Profile_ page layout.

### Auditor Qualification Status

The _Auditor Qualification Status_ section on the _Auditor Profile_ object detail page is the central repository of, and primary point of interaction for information related to an auditor's readiness to be assigned on _Audit_ records. In this section, you can add _Auditor Roles_ and manage their associated qualifications. If there are no roles available in your Vault, you or an Admin may need to [define _Auditor Roles_][1].

#### Adding Auditor Roles to an Auditor Profile

To add _Auditor Roles_, click the **+ Auditor Roles** button in the _Auditor Qualification Status_ section of an _Auditor Profile_ record detail page, and select from the _Auditor Roles_ available in your system.

#### Removing Auditor Roles from an Auditor Profile

If you remove an _Auditor Role_ from the _Auditor Qualification Status_ section of an _Auditor Profile_ record detail page, Vault deletes all standard related object records associated with the _Auditor Role_. When a related _Role Qualification Status_ record is deleted from an _Auditor Profile_, Vault also deletes any _User Role Setup_ records associated with the _Role Qualification Status_ record.

## Defining Auditor Roles {#defining-auditor-roles}

_Auditor Roles_ represent the duties that an auditor may need to perform in various types of audits. Roles are generally defined with a _Name_ and a _Description_. _Auditor Roles_ are intended for use with one or more _Role Qualification Criteria_ describing the requirements needing to be satisfied in order for an _Auditor_ to be qualified for this role.

### Creating Auditor Roles

To create a new _Auditor Role_:

  1. Navigate to an _Auditor Role_ custom object tab or to **Business Admin > Auditor Role**.
  2. Click **Create**.
  3. Fill in the required details. This should include any [fields to be used](/en/lr/61887104/#create-user-role-setup) for ensuring Auditors with this role gain the appropriate rights throughout the system.
  4. Select an **Application Role** to associate the _Auditor Role_ to. This will be used to ensure Auditors with this role gain the appropriate rights throughout the system.
  5. Click **Save**.

With the role defined, you should then associate _Role Qualification Criteria_.

## Defining Role Qualification Criteria

_Role Qualification Criteria_ define the specific requirements to be satisfied on an Auditor's path to qualify for a specific _Auditor Role_. _Role Qualification Criteria_ may be unique to an _Auditor Role_, or may be a part of several _Auditor Roles_ across the system.

If the same _Role Qualification Criteria_ is utilized by multiple _Auditor Roles_, an auditor only needs to satisfy it one time for it to count for every role their profile is associated with.

#### Creating Role Qualification Criteria

To create a new _Role Qualification Criteria_:

  1. Navigate to an _Auditor Role_ custom object tab or to **Business Admin > Auditor Role**.
  2. Select the desired _Auditor Role_.
  3. In the _Required Qualification Criteria_ section, Click **Add**.
  4. In the pop-up dialog, click **+Create**.
  5. Fill in the required details.
  6. Optional: Indicate if this role requires requalification, and specify the frequency to be used if so.
  7. Click **Save**.
  8. Optional: Select the newly created _Role Qualification Criteria_ to associate it to your role.
  9. Optional: Click **OK**.

Once created, you can associate a _Role Qualification Criteria_ with any _Auditor Role_ from that record's detail page.

  [1]: #defining-auditor-roles