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 provide valid Information for creation:
Select the start date for the Audit
Should be present date or future
Select the end date for the Audit
# Should be present date or future
# End date should be greater then start date
Enter name of the Audit
should be unique
Audit for Fields
Select fields from the Drop-down for all the fields containing Asset information
Select the Category from the Drop-down
Select Locations from the Drop-down
Select Department from the Drop-down
Select user from the Drop-down to assign the Audit
Click Here Download A Template File Creating Audit
A template file is downloaded on which user enters the fields and creates Aided Type Audit for multiple users
Download File Reference
A reference file is downloaded where Category, Locations, Department and Audit User name are present
Upload the file to create Audit for multiple users
After providing valid information, go to Save button to save the audit. You can now view the created audit in "List of Audits" as shown below.
Select Audit and on Delete :
Select the Audit from the List of Audits and click on Extend Date button as shown below:
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 2020 to 7 April 2020, we cannot make it to 6 April 2020.
Select Audit List all Audits and on Edit .
Select Audit List all Audits . all , just click on Delete :
After Eye , all will visible in .
After on Plus , screen will open, .