Application Login > Pending Audit
Click on Pending Audit. A new screen pops up.
User can view the audits which are in progress under IN PROGRESS.
User can view the audits coming up in the future, displayed under UPCOMING.
User can view the audits which are completed, displayed under the PAST.
There are many fields in the form which are explained below:
FIELD NAME | DESCRIPTION |
Category | User can view the category of assets selected for the audit |
Location | User can view the location of assets selected for the audit |
Department | User can see the department on which the audit is going to happen |
Audit Fields | User can view the fields on which audit will happen i.e. Location, Brand, Condition etc. |
Start Date | User can view the Start Date for the given audit |
Unverified Assets | User can see all the assets which are not verified by the auditor |
Verified Assets | User can see all the assets which are verified by the auditor |
There are four types of action performed by the auditor under auditing as explained below:
Go to Unverified Assets to verify assets which are present at the time of auditing.
First the user can select the asset from Unverified Assets on which user has to mark as verified asset. User just clicks over the asset. A new screen pops up where they mark it as verified asset.
User can scan the barcodes of the assets through the option mentioned at top of the grid. When the user scans the asset, the details automatically pop up on the screen from where they can mark it as Verified Asset.
Assets Not Present
During auditing, if assets are not present, the user can mark the assets which are not present by just going to Unverified Assets List and selecting the assets from the list. A new screen pops up where user marks the assets as not present by clicking on Cross Button.
It will then be reflected in the Verified Assets list.
Present With Incorrect Data
During auditing, if the assets are present with incorrect data, the user can make changes in the details of the assets by just going to Unverified Assets List and selecting assets from the list. A new screen pops up where the user has to select the Edit Icon.
After selecting Edit Icon, a new screen opens up where the user can only edit those asset details which they have selected in Audit Fields at the time of preparing the audit e.g. Location, Condition is selected here. After editing the details, user can save through the Right Icon.
After saving the data, user can view Remarks and changed field details in Verified Assets List under the given asset details.
Adding Extra Assets
To Add EXTRA ASSET, go to Unverified Assets List. At the top, click on Plus Button +. A new screen pops up where user can fill the required info and save it.
The following fields are displayed at the time of adding new assets, as explained below:
FIELD NAME | DESCRIPTION | MANDATORY |
Asset Code | Specify code for the given asset | Yes |
Asset Name | Name of the asset is displayed here | Yes |
Category | Specify the category of the related asset | No |
Asset Location | Specify the location for the given asset | No |
Remarks | User can put the remarks | Yes |