Reconcile Audits

The district level has the ability to reconcile tag audit states in Finalized audits.  The Reconcile Audits grid defaults to displays district created tag audit states. Once all district created tag audit states have been reconciled, any room audit tag audit states created site level more recently than the district created audit are displayed. The administrative level can quickly reconcile tags in the audit state of Misplaced or Missing.

BEST PRACTICE:  Review any site created Audit Notes (located in the Actions column) associated with tags prior to reconciling.  These notes are intended to provide the district with additional information regarding the specific tag's audit state.

When an (*) asterisk is located next to a step there will be supplemental information regarding the step within the Notes area below.

Reconcile Tag Audit States in Bulk

NOTE: Asset Types of Parent and Component are not eligible for bulk reconciling.

1. Click on , located on the top navigation bar. The Audits menu displays.
2. Click on Reconcile Site Audits in the Audits menu.
   
3. Filter for the desired audited tags using the Reconcile Audits Filters.
4. Click Go. The respective tags are displayed in the Reconcile Audits Grid and the Reconcile Audits Filters collapse.
5. To select all items on the Reconcile Audits Grid, select the checkbox in the top header. To select individual items, select the checkbox next to the desired item.
6. To reconcile all Misplaced or Missing tags displayed in the grid, click Reconcile located above the blue header bar.  The Reconcile Inventory window opens. *
7. Review the Reconcile Details for tags to be finalized and Tags Removed from Reconciliation.
8. Select the desired location in the Location drop down menu.
9. Select the desired state in the Audit State drop down menu.
10. Select the desired action from the Action drop down menu.
11. Add notes regarding this reconciliation in the Audit Notes field.
12. Click Go.  The Reconcile Inventory Confirmation window will appear with a tag count respective to the Reconcile Audit Filters set.
13. Click OK to reconcile.  A success statement window will appear.  
14. Click OK to close the success statement window.
15. Click on    to close the Reconcile Inventory window.

Reconcile an Individual Tag's Audit State

The administrative level can individually reconcile tags in the audit state of Misplaced or Missing.

1. Click on , located on the top navigation bar. The Audits menu displays.
2. Click on Reconcile Site Audits in the Audits menu.
   
3. Filter for the desired audited tags using the Reconcile Audits Filters.
4. Click Go. The respective tags are displayed in the Reconcile Audits Grid and the Reconcile Audits Filters collapse.
5. To reconcile Missing tags displayed in the grid, click the Select Action drop down menu located on the tag’s row under the Actions column and choose the desired action. The Status Notes window appears.
6. Enter notes regarding this reconciliation in the Status Notes field.
7. Click Save Notes.  The Status Notes window closes and the Reconcile Audits grid refreshes and displays the newly reconciled tag’s details.
   

NOTE:

The notes entered when reconciling an audited tag are displayed on the Status History tab for the respective tag in the Tag Search window.

Asset Type is one of the search fields available. Asset Types reflect a tag's component association.  They are defined as:

1. • Standalone - a tag not assigned to another tag, nor has tags assigned to it
   • Parent - a tag with one or more tags assigned to it
   • Component - a tag assigned to another tag

   Tag Status Change Options are accessed under the Actions column or Reconcile Inventory window. Tag Status options are: Missing tags to Ignore; Lost, Stolen, Auctioned, Disposed, Recycled, Returned to Vendor, Sold, Surplus, or Used for Parts using the Action dropdown menu.