Complete District Requested Audit

The Audits page provides the site level the ability to view district created audits (respective to their site), open, conduct the respective audit(s), and view the progress of each audit.

Details to Conduct a Room Audit found here.

Finalize a Room Audit

Finalizing the room audit indicates all items within the room have been scanned.  The Edit feature for a Finalized room audit is not active.

  1. Click on , located on the top navigation bar.
  2. Search for the desired site audit.
  3. Click on District Audit Details, located under the Actions column on the audit's row.  This opens the District Audit Details window.
  4. Search for the desired room audit.
  5. Click on Edit, located on the same row.  This opens the Room Audit window.
  6. Click on Finalize, located above the blue header bar.
  7. The Room Audit window closes and the District Audit Details grid updates the room audit's status to Finalized.

Deny a Room Audit

If a room audit has been marked as Finalized, the room audit's  Edit feature is not active.  To re-active the room audit's  Edit feature, a site administrator or administrative administrator, can deny the room audit's status of Finalized. This moves the room audit's status back to In Progress. (The exception to this is if the site audit has been marked as Approved.)

  1.  Click on , located on the top navigation bar.
  2. Search for the desired site audit.
  3. Click on Room Audit Details, located under the Actions column on the audit's row.  This opens the District Audit Details window.
  4. Search for the desired room audit in the status of Finalized.
  5. Click on Deny, located on the same row.  This opens the Deny Audit window displaying "You are about to deny the audit for room:XXX. This will set the status of the room audit back to In Progress."
  6. Click Confirm.  The Deny Audit window closes and the District Audit Details grid updates the room audit's status to In Progress.

Deny All Room Audits

If a room audit has been marked as Finalized, the room audit's  Edit feature is not active.  To re-active the room audit's  Edit feature, a site administrator, can deny the room audit's status of Finalized. This moves the room audit's status back to In Progress. (The exception to this is if the site audit has been marked as Approved.)

Change all Finalized room audits, located in the District Audit Details grid, back to In Progress using the Deny Audit feature.

  1.  Click on , located on the top navigation bar.
  2. Search for the desired site audit.
  3. Click on Room Audit Details, located under the Actions column on the audit's row.  This opens the District Audit Details window.
  4. Click on Deny Audit, located above the blue header bar.  This opens the Deny Audit window displaying "You are about to deny all audits that are part of: XXX. This will set the status of all Finalized room audits back to In Progress."
  5. Click Confirm.  The Deny Audit window closes and the District Audit Details grid updates the respective room audit's statuses to In Progress.

Approve Site Audit

Approving a district created site audit is only available for site administrators. This indicates all room audits have been conducted and the site is ready for the district level to reconcile the results. This process also changes all room audits to the status of Finalized.

WARNING:  Once a site audit is approved, the site audit and all the room audits within it are no longer eligible to Deny and Edit.

  1. Click on , located on the top navigation bar.
  2. Search for the desired site audit.
  3. Click on Room Audit Details, located under the Actions column on the audit's row.  This opens the District Audit Details window.
  4. Click on Approve Audit, located above the blue header bar. This opens Approve Audit window displaying "You are about to approve all audits that are part of: XXX.  This will set the status of all room audits to finalized and will allow assets to be reconciled by the district."
  5. Click Confirm.  The Approve Audit window closes.  The District Audit Details grid updates the respective room audit's statuses to Finalized and removes the ability to Deny.

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.

The district reconciles tag audit results for Missing or Misplaced items.  The site level does not have control of the reconcile process for district created audits.  For this reason, the site can share specific information with the district concerning one or more tags located within Finalized room audits.  The district can utilize these notes when reconciling Missing or Misplaced tags. Review how to Add a Note to a Missing or Misplaced Tag.