Take Action on Finalized Audit

Once an Audit is in the status of Finalized, the site can quickly take action on each tag in the state of Missing or Misplaced or take no action at all.  If a tag is Missing, the site can change the status of the tag.  If a tag is Misplaced, the tag can be collected to the room.  Once all tags have had an action taken regarding their respective audit state, the audit can be closed.

Site users assigned to the site user role are restricted from this process.

Take Action on Finalized Audit

Site Administrators can ONLY take action on Finalized site created audits.

  1. On the Audits tab, click on Audit Details located under the Actions header on the respective row of the finalized audit.  This opens the Room Audit Details window.
  2. Use the search fields to identify which tag to take action on or start at the top of the grid to take action on each Missing or Misplaced tag.

  3. Click on the   Select Action drop down menu on the respective tag’s row.  

    After an action has been taken, the respective tag will be sorted to the bottom of the Room Audit Details grid.

    Missing Tags - Choose No Action and supply notes why no action is being taken, or choose to change the tag’s status to Lost.

    Misplaced Tags - Choose No Action and supply notes why no action is being taken, or choose to Collect the tag to the current room (the tag will be in the status of Available).

  4. After taking action on desired items, click on Wrap Up Audit to set all remaining tags to No Action and supply notes why no action is being taken for the remaining tags.  
  5. This also changes the audit status from Finalized to Closed.
  6. Click on to close the Room Audit Details window.

NOTE:

The tags in the Room Audit Details window are sorted by Audit State. The order by which the grid is sorted is first by Missing, then Misplaced, then Found, and finally Verified.  

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