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ApplicationXtender Auditor Search

Tired of printing reams of pages for the auditors? The Auditor Search module (formerly Guest View) from ECM Toolbox allows you to quickly give precise access rights to records inside ApplicationXtender for “temporary” or “guest” users. This solution is very useful for visiting auditors who need to see select records or employees who are visiting HR and desire to view their records.

  • Quick search
  • Search across standard indices and retrieve query results
  • Turn On/Off
  • Easily set security so that a person or group can have access to a set of documents
  • Reporting
  • Track and view which records have been “turned on or off” and viewable to auditors in the past
  • Site Admin
  • Control who has access to the AX Guest View module

Example Use Cases

Human Resources can let an employee see their records securely for a certain time frame. Departments can share records with other departments in a controlled manner.

How Guest View Works

  • Select individual records or use quick “All” selection
  • Records are marked as Guest View “Yes” or “No”
  • User Security ensures that the Auditor or Guest can only see the records flipped to “Yes”
  • Flip records back to “No” with a quick change
  • Works with ApplicationXtender CM security or Active Directory
  • Web-based user interface
CASO has helped us get over the 'change hump.' Not only can we get things done quicker with the electronic workflow implemented by CASO, but we can also now measure productivity for staffing models and customer satisfaction.

IT Manager, The Philadelphia Contribution

Quick Downloads

Resources at your fingertips! Simply click any solution below to download a free PDF. Not seeing what you're looking for? Check out our Resource Center for additional information.

Data Sheet: Guest ViewDownload
Data Sheet: AP WorkflowDownload
Case Study: The Philadelphia ContributionshipDownload

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