Create Campus Audit

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.

BEST PRACTICE: Use the in application notifications to help communicate to your campuses that an audit is ready to be accessed.

Create a Campus Audit

1. Click on  Inventory, located on the Navigation Bar.

2. Under the Audits subcategory, click on Audit Management.  This opens the District Audit Management page.

3. Click on  Add.

4. Enter the desired audit information.  Audit Name and Due Date are required fields.  Defaults include:

   • Materials = All Material Types in TIPWeb-IM will be included in the audit

   • Blind Audit = unchecked and campuses will be able to view their expected inventory count within the audit

   • Exclude items with no campus distributions = unchecked and all approved ISBNs will be included in the audit (respective to the Materials setting chosen)

5. Click on  Next.

6. Search for the desired campus(es).

7. Click on  Add to select the desired campus, located on the same row.

8. Click on  Save.  This saves the audit and makes it accessible to the respective campuses in the status of New.
   

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.

Inventory counts, for an audit in the status of New or In Progress, will automatically update when a respective  campus requisition is received and/or a campus adjustment is posted.