How To Create Audit l Audit and Physical Verification l Asset Infinity

Creation of Audit

Creation of Audit

Menu > Audit & Physical Verifications > Manage Audits 

 

If the User needs to verify assets, they can create an audit to process verification of assets. 

 



Click on Manage Audits, a new screen pops up. Two types can be created: 

  1. SELFAllotted users have to undertake Audit for their own assets. In Self Audit, user can select Asset Category, Locations and Department to perform Audits. The fields displayed when the user creates a Self-Audit are shown below:  



 

 

 

AIDED: Audit can be created for multiple users. In an Aided Audit, user can assign allotted and unallotted assets, Asset CategoryLocations and Department, to specific Audit User. Fields displayed when the user creates an Aided Audit are shown below: 

 

 

 


Below are the fields under Self Audit and Aided Audit: 

 

 

FIELD NAME

DESCRIPTION

MANDATORY

VALIDATION

Start Date 

Select a start date for the Audit

Yes

 

End Date

Select an end date for the Audit

Yes

End date should be greater then start date

Audit Name 

Enter the name of the Audit

Yes

Audit name should be unique

Audit for Fields

Select fields from the drop down. In the drop down all the fields are of Asset information

No

 

Category

Here we have to select Categories from the drop down

No

All the active category will be displayed

Locations

Here we have to select Locations from the drop down

No

 All the active

Location will be displayed

Department

Here we have to select Department from the drop down

No

All the active

Department will be displayed

Audit User

Select user from the drop down to Assign the Audit. Mandatory in case of Aided Type Audit

Yes/No

Mandatory Fields in case of Aided Audit

Click Here To Download A Template File For Creating Audit

A template file is downloaded on which user enter the fields and create aided type audit for multiple users Category, location, departments and user name are present in this reference file

No

 

 

 

Download File Reference

Here a user can download the reference file in which he can find the Location, Department, Category and the users

No

 

Upload Files

To create multiple audit for multiple user

No

 

 


    • Related Articles

    • Reading Audit Report

      Reading Audit Report  Menu > Audit & Physical Verification > Audit Report  User can view the reports of audits in which they can find details of the actions taken while performing the assigned Audit.   User can filter Asset details on the given ...
    • Verification Process through Mobile App

      Verification Process through Mobile App  Application Login > Pending Audit  After creating the audit through the App, the user can perform the further process of verification through the mobile App.        Click on Pending Audit. A new screen ...
    • Manage Your Audits

      Manage Your Audits Menu > Audit & Physical Verifications > Manage Audit    If a user wants to manage created Audit for updating, deleting and copying the data, they can simply follow below steps for managing the audit.       For creating audit, the ...
    • Audit Reports in Asset Infinity

      Understanding Audit Reports in Asset Infinity In Asset Infinity, Audit Reports consist of the various audit activities created with their respective status(es) such as Assigned, Pending, Closed. These Reports help the user in making audit decisions ...
    • Understanding Self and Aided Audits

      Understanding Self and Aided Audits  Menu > Audits & Physical Verifications > Manage Audits If a user wants to verify the assets’ location or other details, they can create the Audit for verification of assets and can assign to different users. ...