Audits Overview

Audits is the automated process by which a district requests a campus to examine, record, and officially verify their campus’ inventory counts for selected district tracked items within TIPWeb-IM.

Within the Audits section, there are two areas:

Audit Management

• Create an audit (delete an audit in the status of new)

• View the campus’ progress

• Edit campus submitted counts

• Verify the audit (ending the review/edit process)

• Print an audit report

Create Audit Adjustments and Finalize

• Create campus adjustments respective to overages and shortages reported on a verified campus audit

• Finalize an audit

Audit Workflow

The audit workflow is as follows:

1. District creates audit (identify campus(es) to complete the audit, desired district tracked material type(s), and other options)

2. Campus examines and records the inventory counts (view campus‘ progress at any point during this process)

3. Campus completes and submits the audit results to the district (campuses can not edit the audit after this point)

4. District reviews submitted audits and edits campus counts if needed (placing the audit in the status of In Review)

5. District verifies the audit (edits to the submitted audit cannot be made after this point)

6. District creates automatically generated campus adjustments respective to the overages and shortages reported in the audit (optional)

7. District finalizes the audit

NOTE:

By default, the campus’ audit screen and their respective audit report will display the campus’ district tracked inventory count.

A Blind Audit is an optional audit feature which hides the campus’ inventory count within their audit screen and respective audit report. This process encourages staff performing the campus audit to enter an authentic physical count rather than mimicking the displayed inventory count.