Pending Audits

Pending Audits

Working with Pending Audits in Asset Infinity

An audit needs to be approved by the approver first before conducting it. A user can view the audits pending for their approval under Pending Audits.

A user can navigate to Pending Audits in two ways-

i) Notification/ Bell icon- A user can click the bell/ notification icon that appears at the top right corner before the logged in user’s name. As we click the bell icon, all notifications are displayed. Select Pending Audits under Notifications.



ii) Audits & Physical Verifications Menu- A user can also reach Pending Audits by using the given Navigation path-

Menu > Audit & Physical Verifications > Pending Audits




1. List of Pending Audits-

List of Pending Audits displays a grid showing the details of an Audit Pending for Approval by the Approver. As the user clicks Pending Audits option, the List of Pending Audits screen gets displayed.




2. Viewing a Pending Audit-

A user can view the details of a Pending Audit such as the Type of Audit, Audit Name etc. by clicking the View icon of the Audit. 


As the user clicks the View icon of the audit, all the assets to be verified or which are already verified under that audit gets displayed as shown in the screen below-



i) Verified Assets- Verified Assets are the assets which are marked as Present or Not Present i.e. on which an action is taken by the Approver during the audit. A user can view all the Verified Assets by clicking the View Verified Asset icon which is the second icon.



ii) Unverified Assets-Unverified Assets are those assets which are not marked as Present or Not Present i.e. not action is taken on them by the Approver. A user can view all the Unverified Assets by clicking the View Un Verified Asset icon which is the third icon. As the user clicks this icon, all Unverified assets are displayed for which no action is taken.





2. Verifying Unverified Assets-

A user can Verify the assets in the Unverified Asset List. On clicking the Present or Not Present icon of the asset, action is taken on the asset stating whether it was present or not during the audit. As the user verifies the asset or takes any action on the unverified asset, the asset gets added to the Verified Assets List with the Verification Status as Present or Not Present based on the action taken. Also, this asset gets removed from the Unverified Assets List.






3. Extra Assets-

Extra Assets are those assets which were not present in the application but were found and added during the audit. A user can Add or View Extra Assets by clicking the three-dot icon/ Kebab Menu as shown in the below given image.


As the user clicks the Kebab Menu, three icons/ options appear using which we can Add a single Extra Asset (‘+’ icon), View Extra Asset and Add Multiple Extra Asset (Pencil Icon).

  

i) Adding a Single Extra Asset- A user can add a single Extra Asset by clicking the ‘+’ icon/ Add Extra Asset option of the Kebab Menu. As the Add Extra Asset form opens, the user can enter all the details pertaining to the extra Asset such as Asset Name, Brand, Asset Code, Category and Asset Location and click the Update button to save the Extra Asset. 


ii) Adding Multiple Extra Assets- A user can add multiple Extra Assets by clicking the Pencil icon/ Add Multiple Extra Assets option of the Kebab Menu. As the user clicks the Add Multiple Extra Asset icon, Audit extra Asset HOT Grid opens, the user can add multiple extra assets and enter all the details pertaining to the extra Assets such as Asset Name, Brand, Asset Code, Category and Asset Location and click the Update button to save the Extra Asset




ii) Viewing Extra Assets- A user can view extra assets added by clicking the view Extra Asset icon of the Kebab Menu. As the user clicks the View Extra Asset option of the Kebab Menu, 'Pending audit Extra asset' page opens displaying the details of the added Extra Assets.






    • Related Articles

    • Manage Your Audits

      Manage Your 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 ...

    • Closing and Update of Pending Activity

      Closing and Update of Pending Activity  Bell Icon Button > Pending Activities Pending Activities help to view activity schedules that are incomplete and close them as well. Go to Notification Bell icon and click on Pending Activities. The user can ...

    • Understanding Self and Aided Audits

      Understanding Self and Aided Audits  Menu > Audits & Physical Verifications > Manage Audits If a user wants to verify the assets’ location or other details, they can create the Audit for verification of assets and can assign to different users. ...

    • How To: View Pending Approvals in Asset Infinity

      Pending Approvals: In order for a user to view all the Pending Approvals in Asset Infinity, such as the pending activities, tickets, audits, etc. that need approvals, you can follow the steps below: Menu > Quick Links > Pending Approvals As seen in ...

    • 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 ...