---
title: Assign an audit to an auditor
summary: Premium-audit workflow detail.
status: draft
owner: Technical Writer
last_reviewed: 2026-07-31
library: SAIF.Business.Policy.Audit.Premium
reference_type: package
operation_id: OP-007
trigger: Assignment manager or caller chooses a specific auditor
---

# Assign an audit to an auditor

Premium-audit workflow detail.

| Field | Value |
| --- | --- |
| **Operation ID** | OP-007 |
| **Trigger** | Assignment manager or caller chooses a specific auditor |
| **Inputs** | Audit, auditor, optional explicit assignment date |
| **Outputs** | Audit updated with auditor, office, assignment date, and assignment weight |
| **Primary components** | `clsAudit.AssignAuditToAuditor` |
| **Entry point** | `Business\SAIF.Business.Policy.Audit.Premium\clsAudit.vb` |

## Steps

1. Default the audit office from the fallback office when the explicit office is blank.
2. Stamp the auditor identifier and either use the supplied assignment date or derive one from policy-region context.
3. Recalculate assignment weight and add that workload to the auditor inventory.
4. Traceability summary. Primary rules: [BR-014](../business-rules.md#br-014-assignment-requires-matching-territory), [BR-015](../business-rules.md#br-015-assignment-override-default-auditor-wins), [BR-018](../business-rules.md#br-018-monthly-max-blocks-renewal-assignments), [BR-019](../business-rules.md#br-019-do-not-assign-override-creates-staff-task), [BR-020](../business-rules.md#br-020-ineligible-policy-types-cannot-be-audited), [BR-021](../business-rules.md#br-021-duplicate-audits-are-blocked), [BR-032](../business-rules.md#br-032-rows-affected-must-equal-one), [BR-035](../business-rules.md#br-035-nonzerodecimalrequired-auditseqnum), [BR-036](../business-rules.md#br-036-nonzerodecimalrequired-policynumber), [BR-037](../business-rules.md#br-037-textrequired), [BR-055](../business-rules.md#br-055-validauditor), [BR-057](../business-rules.md#br-057-validupdatableaudit), [BR-064](../business-rules.md#br-064-leasing-client-state-agency-hcw-policies-may-not-have-an-assignment-override), [BR-065](../business-rules.md#br-065-the-same-auditor-may-not-be-both-the-do-not-assign-to-and-the-default-assignment-auditor), [BR-066](../business-rules.md#br-066-default-auditor-and-do-not-assign-auditor-must-each-be-valid-auditors). SQL and Oracle calls: [SQL-001](../sql/SQL-001-saif-business-policy-audit-premium.md), [SQL-003](../sql/SQL-003-saif-business-policy-audit-premium.md), [SQL-004](../sql/SQL-004-saif-business-policy-audit-premium.md), [SQL-005](../sql/SQL-005-saif-business-policy-audit-premium.md), [SQL-008](../sql/SQL-008-saif-business-policy-audit-premium.md), [SQL-018](../sql/SQL-018-saif-business-policy-audit-premium.md), [SQL-019](../sql/SQL-019-saif-business-policy-audit-premium.md), [SQL-020](../sql/SQL-020-saif-business-policy-audit-premium.md), [SQL-021](../sql/SQL-021-saif-business-policy-audit-premium.md), [SQL-022](../sql/SQL-022-saif-business-policy-audit-premium.md), [SQL-023](../sql/SQL-023-saif-business-policy-audit-premium.md), [SQL-024](../sql/SQL-024-saif-business-policy-audit-premium.md), [SQL-026](../sql/SQL-026-saif-business-policy-audit-premium.md), [SQL-032](../sql/SQL-032-saif-business-policy-audit-premium.md), [SQL-076](../sql/SQL-076-saif-business-policy-audit-premium.md), [SQL-077](../sql/SQL-077-saif-business-policy-audit-premium.md), [SQL-079](../sql/SQL-079-saif-business-policy-audit-premium.md), [SQL-088](../sql/SQL-088-saif-business-policy-audit-premium.md).

## Process flow

The following diagram visualizes this operation's control flow.

```mermaid
flowchart TD
 Start([Trigger]) --> S1[Load context]
 S1 --> S2[Run core logic]
 S2 --> EndOk([Outcome])
```

## Failure and edge-case behavior

- Review the linked rule and SQL documents for operation-specific validation failures and persistence behavior.
- Remote-wrapper SQL and not-found Oracle references are documented in the linked SQL and procedure pages where applicable.

## Related documentation
- [Operations and processes](../operations-processes.md)
- [Business rules](../business-rules.md)
- [SQL catalog](../sql/index.md)
- [Database tables](../database-tables.md)



> **Note:** Statements marked with * were inferred from code structure, naming conventions, or
> contextual evidence where direct confirmation was not available in source artifacts. Statements
> marked with ** could not be confirmed; treat as unknown until verified.

## Sources
- `Business\SAIF.Business.Policy.Audit.Premium\clsAudit.vb`