Discussion Room Features

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Audit Room and Virtual Room have discussion rooms. The features and tools of discussion rooms are outlined below.

See File Submission Room Features

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Getting Started [+]

Before you can start using Audit Room or Virtual Room, you will be invited to a room by the Room Owner.

For Audit Room, this will generally be your assigned auditor.
For Virtual Room, this will depend on the purpose for the Virtual Room.

They will ask you for your email address to invite you to the room. You will use this email address to activate your account and sign in to the system.

Follow the instructions in your email to activate your account and create a password.

Note: If you use your email address for another TrEx system, you will get a welcome email with a link to sign in.

Reminders and Notifications [+]

Room Features [+]

Discussion Rooms allow you to share information with other members of the room securely and conveniently.

Tasks

Track and manage tasks, including deadlines and deliverables.

Files

Securely upload documents into folders and download files others have uploaded.

Messages

Safely and securely communicate with your auditor or anyone else in the room.

Members

See everyone who has access to the room.

Contact Information

Find important contact information for members of the room.

Audit Room: Your auditor and their supervisor
Virtual Room: Your room owner or main contact for the program your Virtual Room is used with.

Profile

Select your name in the upper left corner of the screen to access your profile. Update your personal information, including your name and phone number.

Note: If you are a member of other rooms or systems, any change will affect all rooms or systems.

Reporting a Problem [+]

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