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 To Download A Template File For 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.
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.
Select the Audit from the grid and click on Delete button:
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 from the List of all Audits grid and click on Edit icon.
Select Audit from List of all Audits grid for exporting specific audit details. If user wants to export all the list of audits, they can just click on the icon next to Delete icon:
After selecting the Eye icon, all details will be visible in the fields as shown.
After clicking on Plus icon, the above screen will open, wherein the user can make the audit according to their need.