Audit: When a user wants to Create an Audit in Asset Infinity for an asset or item as per their business needs, they would be able to follow the steps below in order to proceed to create an audit of an Asset/Item in Asset Infinity:
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.
After providing valid information, go to Save button to
save the audit. Now you can view the created audit in
"List of Audits" as shown below.
Now your audit is ready. User can create
more audits as per requirements. User can also
create Audit for a specific Category, Location and Departmentthrough the given field shown below.
Deleting an Audit
Select the Audit from the grid and click on Delete button:
Reason is required to delete an audit. User cannot delete
an audit that has been started.
Enter the reason in the pop-up and click on OK button.
The audit will be deleted. (If an
audit Start Date and End Date are of current
date, the audit cannot be deleted).
Select the Audit from the List of Audits and click on ExtendDate button as shown
In the Extend Date pop-up, enter a new
date for the Audit and click on Save button.
The user cannot extend the date
of an expired Audit.
If the audit is created
on current date and the end date is also of
present date, then the date cannot be extended.
We cannot update the date
to a previous one. e.g., if an audit is from
3 April 2022 to 7 April 2022, we cannot make it to 6
Select Audit from the List of all Audits grid and click on Edit icon.
After making the changes, click on the Save option. A user can’t
edit the audit if the audit is started.
If user wants to view details of created Audits, they can just select the audit and choose the Eye icon from the List of all Audits for viewing the details.
After selecting the Eye icon, all details will be visible
in the fields as shown.
Refreshing Data & Manage Grid
Select the download button at
the top of the manage audit grid
to export all the list of audits.
Export To Excel: When user clicks on the Export to Excel option, then
all the audits under the grid will be downloaded in the user
system in Excel format.
Export to PDF: with this option user can download the list of all audits in
the PDF format.
If the user wants to refresh the
audit list, then he can apply refresh by clicking on the refresh button present
next to the export option.
If the user wants to manage the
view of the grid, then he can click on the manage grid option available next to
refresh button. Over here he can drag and drop the field to change the
alignment of the column and he can hide the column as well by check-in /
checkout of the box available before the column name.
Apart from this we can create a
pivot table as well based on available column and this can be done by drag and
drop of column to the pivot table creation area.
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: ...
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 ...
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