Managing Audits in Asset Infinity

Managing Audits in Asset Infinity

How To: Managing Audits in Asset Infinity

A user can create an Audit in Asset Infinity for an asset or item as per their business needs. They can also manage the created audit by updating, deleting and copying the data of an audit.

Use the below given path to navigate to Manage Audits-

Menu > Audit & Physical Verifications > Manage Audit



1. Creating an Audit-

As the user clicks Manage Audits, the following screen is Visible-


A user can follow the below given steps to create an Audit-

1. Click the Create button on the top right corner shown in green rectangle in the above image. The following screen will be visible from where we can create a Stock Audit- 



The Manage Audit form displays many fields such as the Start Date and End Date of the audit, Category, Location etc. However, some of the important fields where details need to be entered or selected are given below-

i) Audit Type- Audits are of two types, self and aided. In a Self- Audit, the system sends an email to all the users who have assets assigned to them. Whereas, in an Aided Audit the assets to be verified are assigned to the selected user for verification. The user may choose the audit type by clicking the radio button.



ii) Audit for fields- Here we can choose the fields that should be displayed while verifying the assets or the fields that need to be verified while conducting the audit. A user may select the fields from the dropdown by clicking on them. As the user selects the fields, they get highlighted in blue colour.



iii) Re-Verifier Name- This field shows the name of the Re-verifier who is the person verifying the audit post its completion. As the user clicks the dropdown in the Re-verifier Name, the dropdown shows the list of users from where we can select the Re-verifier.



User can also create Audit for a specific CategoryLocation and Department through the given fields as shown below. A user may select the Location, Category or Department from the dropdown menu.



 

2. After providing valid information, go to Save button to save the audit. Now you can view the created audit in "List of Audits" grid as shown below.            




2. Deleting an Audit-

A user can delete an existing audit by following the given steps-

1.Click the Delete icon of an audit that you wish to delete. 


2. As the user clicks the Delete icon, a pop-up gets displayed. Enter the reason in the pop-up and click the OK button. Reason is required to delete an audit.




An Audit can’t be deleted in the following cases-

1. Audit has already been started.

2. An audit’s Start Date and End Date are Current Date.

 

3. Editing an Audit-

A user may use the edit option to update the details of an existing audit.

Follow the given steps to update an audit-


1. Click the Edit/ pencil icon of an audit that you wish to edit from the List of Audits.



2. As you click the edit icon, Update Audit Form opens populating the details of the audit. Update the details and click the Update button. A user can’t edit the audit if it’s already started i.e. if it is of a current date.




4. Viewing an Audit-

If a user wants to view details of a created audit, they can just click the View/ Eye icon of the audit for viewing the details. After selecting the Eye icon, all details will be visible in the fields as shown below-



As we click the view icon of an audit, the Audit Details screen is displayed as shown below-




4. Export Data-

A user can click the export button at the top of the manage audit grid to export the list of all audits. The list of audits can be downloaded in excel format.


Export to Excel: As the user clicks the Export button and selects the Export to Excel Option, all the audits under the grid will be downloaded in the user’s system in Excel format.


4. Refresh Data-

A user can refresh the audit list by clicking the refresh button present next to the export button.



5. Manage Grid-

A user can manage the view of the grid by using the Grid Settings option present next to the Refresh button. Over here he can drag and drop the field to change the sequence of the columns in the grid and can hide the column as well by checking/ unchecking the check box available before the column name.

Besides, we can create a pivot table as well based on available column. As the user sets the Pivot Mode toggle on, all the columns or fields in the grid disappears and will get added one by one as the user checks the checkboxes in the Default Section.


As the user clicks the Grid Settings button, the default section opens displaying the list of all columns/ fields that will be displayed in the Grid showing the List of Audits. A user can check or uncheck the boxes to display or hide a field respectively.






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