Create Room Audit

An Audit allows a site to scan all tags in a room and quickly identify missing items, misplaced items, and where those misplaced items should be located.

  1. Click on , located on the top navigation bar.
  2. Filter the Rooms grid to locate the desired room.
  3. Click on the desired room’s row and the grid expands displaying all tabs.
  4. Click on the Audits tab.
  5. Click on  Add Record located on the Audits tab.  The Room Audit window opens.
  6. Review the products listed on the Room Audit grid.  If any product should be excluded from this room audit, click on  Exclude under the Actions header on the respective product’s row.
  7. Scan/enter each tag number located in the respective room into the Enter Tag field.  

    Enter all tags physically located in the respective room.  Do this even if the product is not listed on the Room Audit window as an issued product for that room. The product will be identified as Misplaced in the room it is located and Found in the room it is expected to be located. TIPWeb-IT identifies each tag as Missing, Misplaced, Found or Verified and allows the site to take action tag by tag.
  8. If needed, click  Save to leave the Room Audit window prior to finalizing the audit.
  9. Click  Finalize to the end and lock the audit from additional tag entries.  This changes the audit status from In Progress to Finalized.

NOTE:

If an unintentional tag is entered/scanned in an audit, there is a limited time in which to undo this entry.  Expand the grid for the respective product and locate the tag.  Under the Actions header, click on  Undo to remove the tag from the audit.  If the icon is grayed out, it is no longer available to be undone.