Campus Audit Overview

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

• 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

• Delete - deletes the respective audit (only available to audits in the status of New)

• Campus ID - an alpha and/or numeric campus number (often corresponds with the student management system's campus ID numbers)  

• Campus Name - name the site/location goes by

• 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)

• Date Submitted - displays the date the campus submitted the audit to the district for review

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

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

• Data Export  - launches the CSV (The comma-separated values (CSV) file format is used to store tabular data in which numbers and text are stored in plain-text form that can be easily written and read in a text editor. Traditionally, lines in the text file represent rows in a table, and commas separate the columns.) version of the Campus 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 Campus Audit Report as of that moment in time
  

Create Campus Audit Page

• New Audit Page:

• • Audit Name - field to enter the name of the district created audit

  • Due Date - field to the date the district requests the campus to audit and submit

  • Notes - field to enter any relevant communication from the district to the respective campuses

  • Materials - allows the selection of all or select material types to audit

  • Blind Audit  - allows the district to hide the campus' expected inventory count per ISBN within the audit and audit report

  • Exclude Items with no campus distributions  - allows the removal of any ISBN with an inventory count of zero from the  respective campus audit
    

• New Audit Campuses Page:

• • Select Campuses for Audit - displays the name of the district created audit

  • Add All  (located within the blue header bar) - adds every campus in TIPWeb-IM to the audit

  • Add Campus  (located on the same row of each campus) - adds the selected campus to the audit

  • Campus ID - an alpha and/or numeric campus number (often corresponds with the student management system's campus ID numbers)

  • Campus Name - name the site/location goes by

  • Type -  description of the different types or groups of sites/locations (such as Elementary Campus, District, Warehouse, etc...)

  • Region - description of the different physical locations within a district, using an established Regions list (such as: North, South, East of River, etc...)

  • Remove Campus  (located on the same row of each selected campus) - removes the selected campus from the audit

  • Save Audit  - saves the audit and allows each of the respective campuses to start accessing the audit

Edit Campus 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

• Campus Name - displays the campus' name

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

• Date Submitted - displays the date the campus submitted the audit to the district for review

• 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)
  

• Submitted Audit Grid:

• • Edit  - located on each ISBN's row and opens the count for the respective ISBN to allow for district changes in the campus submitted count (+ or -) and include an optional note regarding the reason for the edit (note displays on the Campus Audit Report)

  • 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

  • Inventory - displays the total count of the ISBN the district is holding the campus accountable for

  • Campus Count - displays the quantity the campus reports they have counted and submitted to the district for review

  • District Count - displays the quantity the district agrees the campus has located during the audit (this count, based on the submitted campus count, can be edited by the district)