The Audits page provides the site level the ability to open, conduct, and view the progress of each audit created by the district. *Before an audit can be reconciled, the site must indicate that it has completed each phase of the audit.

1.  Navigation:
2. Site View
3. Audits
4. View Site Audits

Finalize a Room Audit

A room audit marked as "Scan Complete" indicates all items within the room have been entered /  scanned. Finalization of each room audit is a verification by the auditor that the room has been audited. (Even empty rooms should be finalized.)

The Edit feature for a "Scan Complete" room audit indicates it is not active.

1. Click   Audits in the top navigation bar and select View Site Audits from the dropdown.

   

   This selection opens the District Initiated Audits page.

2. Reference the Filters section at the top of the page, as needed, to define results by Audit Name, Site, Created Date, etc., or locate the audit in question directly from the Audit grid.

   

3. Click District Audit Details, located under the Actions column on the respective audit’s row.

   

   This selection causes the District Audit Details window to open.

4. Search for the respective room audit and click Edit, located on the respective row.

   

   This selection causes the Room Audit window to open.

5. Click Complete Scan, located above the blue grid header. The Room Audit window closes, and the District Audit Details grid updates the room audit's status to "Scan Complete."

   

Reopen a Room Audit

If a room audit has been marked as "Scan Complete," the room audit's Edit feature is not active. To re-activate the room audit's Edit feature, an administrative or site administrator can reopen the room audit's status of Scan Complete. This edits the room audit's status to "In Progress." (The exception to this is if the site audit has been marked as "Approved.")

1. Click   Audits in the top navigation bar and select View Site Audits from the dropdown.

   

2. Reference the Filters section at the top of the page, as needed, to define results by Audit Name, Site, Created Date, etc., or locate the audit in question directly from the Audit grid.

   

3. Click District Audit Details, located under the Actions column on the respective audit’s row.

   

   This selection causes the District Audit Details window to open.

   

4. Search for the respective room audit in the status of "Scan Complete."
5. Click Reopen, located on the respective row. The Reopen window opens and displays the message, "You are about to reopen Room XXX for scanning. This will set the status back to In Progress."
6. Click Confirm. The Reopen window closes and the District Audit Details grid updates the room audit's status to In Progress.

You can alternately click Reopen All, located above the blue grid header. The Reopen All window opens and displays the message "You are about to reopen all audits that are part of XXX. This will set the status of all locations back to "In Progress."

Approve a Site Audit

Only site administrators can approve an administrative-created site. This approval indicates all room audits have been conducted, and the site is ready for the district level to reconcile the results. The process also changes all room audits to the status of "Scan Complete," regardless of their current status.

1. Click   Audits in the top navigation bar and select View Site Audits from the dropdown.

   

   This selection opens the District Initiated Audits page.

2. Reference the  Filters section at the top of the page, as needed, to define results by Audit Name, Site, Created Date, etc., or locate the audit in question directly from the Audit grid.

   

3. Click District Audit Details, located under the Actions column on the respective audit’s row.

   This selection causes the District Audit Details window to open.

   

4. Click Approve Audit, located above the blue grid header. The Approve Audit window opens and displays the message, "You are about to approve all audits that are part of XXX. This will set the status of all audits back to Scan Complete and will allow assets to be reconciled by the district."
5. Click Confirm. The Approve Audit window closes, and the District Audit Details grid updates the respective room audit's statuses to Closed/Scan Complete.

Complete Scan (Move to Reconcile)

For an audit to move to the Reconcile phase, all Rooms, Staff, or Student location on the audit must be in a status of "Scan Complete."

Once the action is confirmed, the user is taken directly to the Reconcile grid to reconcile inventory.

To perform this action, use the Switch to Site dropdown menu to switch to Administrative View.

1. Click   Audits in the top navigation bar and select View Site Audits from the dropdown.

   

   This selection opens the District Initiated Audits page.

2. Reference the Filters section at the top of the page, as needed, to define results by Audit Name, Site, Created Date, etc., or locate the audit in question directly from the Audit grid.

   

3. Click Complete Scan (Move to Reconcile), located in the Actions column for the respective audit. This selection causes the Complete Scan (Move to Reconcile) window to open.
4. Click Confirm. The Complete Scan (Move to Reconcile) window closes.