Managing Audits

Managing 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 user has to click on create button on manage audit page and provide valid Information for creation: 

 

Field Name

Description

Mandatory

Validation

Audit Type

If you want to generate the audit on the assigned assets, then select the self-option and in case you want to allocate any person for physical verification then select aided option.

Yes

 

Start Date

Select the start date for the Audit

Yes

 

End Date

Select the end date for the Audit 

Yes

 

Audit Name

Enter name of the Audit  

Yes

 

Audit for Fields

Select fields from the Drop-down for all the fields containing Asset information 

No

 

Category

Select the Category from the Drop-down 

No

 

Locations

Select Locations from the Drop-down 

No

 

Departments

Select Department from the Drop-down 

No

 

Audit User

Select user from the Drop-down to assign the Audit 

Yes

 


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 Department through 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).

 

 

Extending the Audit Date

 

Select the Audit from the List of Audits and click on Extend Date button as shown below: 

 

 

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 April 2022. 

 

Editing of Audit 

 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.

 

 

View Icon 

 

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. 

​

Exporting Data, Refreshing Data & Manage Grid



Export Data

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.

Refreshing Data

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.

Manage Grid

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.



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