Audits Reports

The district level has the ability to reconcile tag audit states in Finalized audits.  The Reconcile Audits grid defaults to display district created tag audit states.

View Audit Detail Report

This report provides a listing of the tags and their displayed audit state from room audits based on the filters applied to the Reconcile Audits grid and by the available audit filters (Tag Audit State, Room Audit Status, Product Type, Site Name, Expected Location Type, Expected Location Type, Audit Date, Last Scan Date, and Price).  

It includes Site ID, Site Name, Tag, Asset Type, Parent Tag, Serial Number, Audit State, Audit Location, Expected Location, Room Type, Audit Date, Audit By, Audit Status, Action Taken, Product Number, Product Name, Model, Manufacturer, Product Type, Inventory Status, Tag Notes, Order Number, Funding Source, and Purchase Price and Facility ID.  The Audit Detail Report is available in CSV format.

  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. Click on Audit Report drop down menu, located above the Reconcile Audit's blue grid header.
  6. Select Audit Detail Report under the --- Excel --- menu subcategory. The Audit Detail Report Settings window opens.
  7. Select Arrange by Audit Information to show the Audit Status, Audit State, Action Taken, and Status columns at the beginning of the spreadsheet.
  8. Click  Go.
  9. When the message appears asking "Do you want to open or save rptAuditDetailReport.csv ...", click on Open.
  10. The Audit Detail Report file will open within a spreadsheet program (like Microsoft Excel).  You may choose to search, filter, sort, delete, save, and/or close the file using spreadsheet program's controls.

View Site Audit's Detail Report

This report, a CSV file, provides a listing of the tags and their displayed audit state from the selected site audit.  It includes Site ID, Site Name, Tag, Serial Number, Asset Type, Parent Tag, Audit State, Audit Location, Expected Location, Room Type, Audit Date, Audit By, Audit Status, Action Taken, Audit Notes, Product Number, Product Name, Model, Manufacturer, Product Type, Inventory Status, Tag Notes, Order Number, Funding Source, and Purchase Price and Facility ID.

  1. Click on , located on the top navigation bar. The Audits menu displays.
  2. Click on View Site Audits in the Audits menu.
  3. Search for the desired district created site audit using the filters.
  4. Click on http://www.tipwebhelp.com/tipwebithelp/images/print_icon.bmpAudit Site Report, located under the Actions column. The Audit Detail Report Settings window opens.
  5. Select Arrange by Audit Information to show the Audit Status, Audit State, Action Taken, and Status columns at the beginning of the spreadsheet.
  6. Click  Go.
  7. The Audit Detail Report file will open within a spreadsheet program (like Microsoft Excel).  You may choose to search, filter, sort, delete, save, and/or close the file using spreadsheet program's controls.

View Room Audit Detail Report

This report provides a listing of the tags and their last audit state from room audits based on the filters applied to the Rooms grid and by the report filters (Audit State and/or Audit Status).  It includes Site ID, Site Name, Tag, Serial Number, Audit State, Audit Location, Expected Location, Room Type, Audit Date, Audit By, Audit Status, Action Taken, Audit Notes, Product Number, Product Name, Model, Manufacturer, Catalog Type, Inventory Status, Tag Notes, Order Number, Funding Source, and Purchase Price.   The Room Audit Detail Report is available in CSV format.

  1. Click on , located on the top navigation bar. The Audits menu displays.
  2. Click on View Site Audits in the Audits menu.
  3. Search for the desired district created site audit using the filters.
  4. Click on the District Audit Details, located under the Actions column. This opens the District Audit Details widow.
  5. Search for the desired room audit using the filters.
  6. Click on Room Audit Summary Report, located under the Actions column.
  7. The Audit Detail Report file will open within a spreadsheet program (like Microsoft Excel).  You may choose to search, filter, sort, delete, save, and/or close the file using spreadsheet program's controls.
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View Room Audit Detail Report

This report provides a listing of the tags and their last audit state from room audits based on the filters applied to the Rooms grid and by the report filters (Audit State and/or Audit Status).  It includes Site ID, Site Name, Tag, Serial Number, Audit State, Audit Location, Expected Location, Room Type, Audit Date, Audit By, Audit Status, Action Taken, Audit Notes, Product Number, Product Name, Model, Manufacturer, Catalog Type, Inventory Status, Tag Notes, Order Number, Funding Source, and Purchase Price.   The Room Audit Detail Report is available in CSV format.

  1. Click on , located in the top navigation bar.
  2. Click on Rooms' Report Drop Down Menu, located above the Rooms' blue grid header.
  3. Select Room Audit Detail Report under the --- Excel --- menu subcategory.  This opens the Filter Report window.
  4. Select the desired audit filters from the Audit State and/or Audit State drop down menu.
  5. Click on Go.
  6. When the message appears asking "Do you want to open or save RoomAuditDetailReport.csv ...", click on Open.
  7. The Room Audit Detail Report file will open within a spreadsheet program (like Microsoft Excel).  You may choose to search, filter, sort, delete, save, and/or close the file using spreadsheet program's controls.

 

View Audit Listing Report

This report provides a list of all the district initiated audits across all sites based on the filters applied to the View Site Audits. The report includes Audit Name, Site, Created Date, Last Modified Date, New, In Progress, Finalized, Closed, and Progress. The Audit Listing Report is available in CSV (The comma-separated values (CSV) file format is used to store tabular data in which numbers and text are stored in plain-text form that can be easily written and read in a text editor. Traditionally, lines in the text file represent rows in a table, and commas separate the columns.) format.

1.      Click on http://www.tipwebhelp.com/TipWebitHelp/images/audit_navicon.jpg, located on the top navigation bar. The Audits menu displays.

2.     Click on View Site Audits in the Audits menu.

     

3.     Click on Audit Report Drop Down Menu.

4.      Select Audit Listing under the --- Excel --- menu subcategory.  

5.      When the message appears asking "Do you want to open or save Audit_Listing.csv ...", click on Open.

6.      The Audit Listing Report file will open within a spreadsheet program (like Microsoft Excel).  


NOTE:

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