Audit Management Overview-Warehouse

Audit Management is the primary screen used to manage TIPWeb-IM created audits. A district user can create an audit, view its progress, review the submitted data, edit the submitted counts, verify the audit, print an audit report, and/or delete an audit in the status of new.

Audit Management Page - Warehouse Tab

·        New Audit  - creates new campus audit(s) for selected district tracked ISBNs

·        Delete All  (located above the blue header bar) - deletes all audits in the Audit Management grid in the status of New

·        Show Finalized  - displays audits in the status of Finalized

·        Audit Name - displays the name of the district created audit

·        Date Created -  displays the date the district created the audit

·        Due Date - displays the date the district requests the campus to audit and submit (if the date has past, the due date will be in red)

·        Status - displays the status of the audit (includes: New, In Progress, Submitted, In Review, Verified, and Finalized)

·        Edit  - opens the Edit Warehouse Audit Page and allows you to enter and/or edit your inventory counts per title

·        Data Export  - launches the CSV version of the Warehouse Audit Report (as of that moment in time) and allows users to edit, sort, filter, and save data as desired using a spreadsheet program's tools (such as MS Excel)

·        Report   - opens the Warehouse Audit Report as of that moment in time

Create Warehouse Audit Page

·        Warehouse New Audit Page:

·        Audit Name - field to enter the name of the warehouse audit

·        Due Date - field to enter the date the district requires the audit be completed

·        Notes - field to enter any relevant communication regarding the audit

·        Material Types(s) - allows the selection of all or select material types to audit

·        SLC Filter – allows the selection of a specific SLC to audit

Edit Warehouse Audit Page

·        Audit Name - displays the name of the district created audit

·        Date Created -  displays the date the district created the audit

·        Notes - displays any notes the district may have entered respective to the audit

·        Due Date - displays the date the district requests you complete and submit the audit by

·        Applied Material Type - displays the selection of material types within the audit

·        SLC Filter – displays the selection of a specific SLC within the audit

·        Submitted Audit Grid:

·        ISBN - displays the International Standard Book Number (generally a 10 or 13 digit number) of the audited instructional material

·        Title - displays the assigned name of the audited instructional material

·        SLC (State List Code) - displays the respective state assigned number associated with the ISBN

·        Publisher - name of the company which publishes the respective instructional material

·        Bin Location - displays the various bins the ISBN is located in

·        Storage - displays the expected inventory quantity located within the warehouse

·        Quantity - displays the actual inventory quantity located within the warehouse

·        Verify Submitted Audit Counts  - verifies the district audit counts and changes the audit status from Submitted or In Review to Verified

·        Report  - opens the Campus Audit Report as of that moment in time (optional filter displays losses only or overages only)

·        Add Counts  can be added individually or by entering several at a time

·        Edit  - located on each ISBN's row and opens the count for the respective ISBN to allow for district changes in the submitted count (+ or -)

·      Delete - deletes the respective ISBN from the confirmed counts list (ISBN will not be removed from the audit, will be moved back up to unconfirmed counts)