Warehouse Audit Management 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 - 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 audit (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 auditbe 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

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

· 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)