Set Up Investigators

Navigate:ClosedBusiness Revenue > Setup > Investigators

ClosedNavigation Flowchart

Here is a flowchart of Investigators Setup. Common Actions only if critical to completing the task. Obvious actions, such as Save, Previous and Close, are not  included in the flowchart.

Description

NOTE: This may not apply to your jurisdiction.

Discovery is used to manage imported file data, such as Rise 1 and Rise 2 files, for the purpose of data comparison between the file and the data Aumentum contains.

Define the users for Discovery using this task.

SETUP: See Business Revenue and Business Setup for any applicable prerequisites, dependencies and setup information for this task.

Steps

  1. Click Add in the Investigators panel.

  2. Select the user from the dropdown list.

  3. Click Save.

    • Click Delete on any user to delete the user from the list of Discovery users.

    • Click Close to end the task.

Related Topics

Discovery

Manage Discovery Worklist