Create Campus Audit Adjustments and Finalize

Create Audit Adjustments and Finalize allows a district user to finalize an audit or create campus adjustments from the overages and shortages  within an audit and then finalize it.  This automatically creates campus adjustments relevant to overages and shortages reported on the respective campus audit in the status of Verified.

Overages will create Found Campus Adjustments.

Shortages will create Paid Campus Adjustments.

Once created, these adjustments will be located in the Campus Adjustment page and their campus adjustment name will include the name of the audit from which it was derived, campus ID, campus name and the word “generated.”

This process also changes the audit’s status to Finalized. By doing so, the district is indicating they have determined the audit to be complete and will process any created campus adjustments.  A district level digital signature is required to Finalize any audit and the digital signature will be displayed on the Campus Audit Report.

Create Audit Adjustments and Finalize Verified Audit

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

2.     Under the Audits subcategory, click on Create Audit Adjustments and Finalize.  This opens the Create Adjustments and Finalize page.

3.     Search for the desired audit.

4.     Click on  Create Audit Adjustments and Finalize, located on the same row.

5.     The Finalize Audit: Digital Signature window opens. Confirm the finalization of the audit by entering a digital signature.  This includes entering a person's Full Name and their Initials.

6.     Click on Sign and Finalize.  A processing window appears while the campus adjustment(s) are created.

7.     The message "Adjustments created and audit finalized.  The page will now refresh." appears.

8.     Click OK.

9.     Click on  Previous Page to return to the Inventory page.

NOTE:

To process multiple audits at the same time, use Create Adjustments and Finalize ALL Audits in Search Results Below  (located above the blue header bar).  This feature allows all audits displayed in the grid to automatically create campus adjustments and marks the audits in the status of Finalized.  The grid can be filtered to select a small group of audits to process at the same time.