Giving Auditors access to Ivo data

See these instructions to add an auditor account to Ivo.

Go to the Auditor Settings tab, click the Data to Get hyperlink and select the data that will be audited from the drop down list.

Choose what type of data to get for the auditor

Different settings will be displayed depending which you choose.

• All Activities That Meet Criteria - All activity records that meet the criteria will be shown to the auditor. Click on the 'Activity Types' hyperlink to open the activity selection box and tick the boxes of the activities to include in the audit. 'Save and Close' once selections are made.
  

  
  

• Full Entity Records - The auditor will see the full service history of the clients you specify, however the service history is restricted by any other criteria you set.
  

  
  

• Individual Activity Records - You will specify which individual activity records the auditor will be shown.
  

  
  

Settings

• Display Client As - Determine whether the clients name appears as given name and part family name, part given name and part family name, or Entity/Activity ID only.
• Activity Types - Only records of the activity types selected will be available to the auditor.
• Funding / Program - Records will be restricted to the chosen programs / funding sources.
• Date Start / Date End - Only records falling within the specified date range will be shown.
• Also restrict File Notes To These Dates - Only show file notes that fall within the Date start & end dates.
• Minimum Duration - Only records whose file notes total a duration greater than this setting will be displayed.
• View Contact Details - Determines whether or not the auditor can see the client's contacts and contact details.
• View Restricted Records - Determines whether or not the auditor can view 'restricted' records. As of Jul-2019, Ivo has the option to restrict access to specific records based on funding source. If this option is set to yes, the auditor will be able to view such records. This is turned off by default.
• Can Open File Notes - Select Yes or No to allow the auditor to open file notes in the viewing window.
• Can Open Attachments - Select Yes or No to allow the auditor to open attachments.
• Entity IDs / Activity IDs - The ID numbers of the specific clients or activities that the auditor can view. You must use a comma to separate the ID numbers. The format is "41,47,105,123,134" (without the quotes).