Easily assign professionals for audit using randomized or manual selection tools within the Total Professionals Manager.
Agencies can select professionals to be audited in two ways: Random Selection or Manual Selection. Both options are accessible through the Total Professionals Manager.
Option 1: Random Audit Selection
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From your Agency Dashboard, click “View all” in the Total Professionals section.
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If you want to select from all licensed professionals, skip filters and click Pre-Select for Audit.
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To limit your selection to a specific industry or license type, use the filters first.
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In the Pre-Select for Audit tool:
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Enter the percentage of professionals you'd like to audit (default is 10%).
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A randomized list will be instantly generated based on your filter criteria.
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To accept the list, click “Select for Audit”.
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To generate a new list, enter a different percentage and repeat the process.
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⚠️ This is a completely randomized selection process applied to the filtered professionals currently visible.
Option 2: Manual Audit Selection
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Locate the professionals you wish to audit in the Total Professionals Manager.
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You can manually select individuals in two ways:
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Use the Manage Professionals button in the Actions column to select them one at a time.
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Use the checkboxes next to each professional’s name to multi-select individuals.
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After selecting multiple professionals, click the “Pre-Select for Audit” button in the header of the table.
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This will mark all selected professionals for audit in one action.
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- With either method, once selected professionals submit their transcripts, their transcript will be added to the “Chosen for Audit” section, pending audit review.
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