. Audit & Enforcement Homepage Instructions.

This is the Audit & Enforcement (A&E) Homepage .

1. There are 2 key gray buttons below that allows the the creation of Audits and Enforcements (A&E).

2. The Manage Individuals A&E  button handles all Individuals accounts A&E assignments.

3.The  Manage Businesses A&E button handles all Businesses accounts A&E assignments.

4. Each will give you a listing report of all Individual accounts and all Business accounts respectively.

5. These reports give you availability to impose Audit activity and / or Enforcement activity and allow a  SEARCH function.

6. You will have the ability to navigate to the A&E homepage, Listing reports or gain direct access to Individual/Business accounts for review.

7. You can view any badges (applications) via direct access to Individual/Business accounts.

8. There are also status totals and clickable links on the A&E homepage for more info on the A&E activities created.

9. The A&E info is available in every Individual and Business account. They are now independent to badges but are related to badges via their associated accounts.

10. Be aware of colored left pointing arrows in far the left colunm when viewing A&E reports. These will allow navigation back to the A&E homepage & Listing reports.
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Reports and Charts Panel
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When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.

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