When conducting official audits, the district level will initiate and reconcile the audit, whereas the site level will conduct the audit (by scanning tags). The reconciliation process begins once a site audit has been "Finalized" (all scanning is complete and the site has located as many assets as possible). No action is taken against tags in the state of "Found" or "Verified."

1.  Navigation:
2. Admin View
3. Audits

Reconciliation Overview

Reconciliation of an audit will be faster and easier if the planning stage of the audit addresses all actions that will be taken against tags in the state of "Misplaced" or "Missing" once the site audit has been "Finalized." Your tags will be in the following states:

The "Reconcile Audits" grid allows the filtering of tags in different locations and different states to allow you to view assets in a way that makes reconciliation easier. For example, if you know you will be collecting all assets scanned in a different SITE than expected to the site they were scanned, you can filter based on the criteria and use the BULK reconcile wizard to collect them in one action. Utilizing filtering to organize tags allows the district-level user to quickly reconcile using both individual and bulk reconciliation.

The administrative level can reconcile tag audit states in "Scan Complete" audits. The "Reconcile Audits" grid defaults to display administrative-created tag audit states. Once all administrative-created tag audit states have been reconciled, the most recent of the administrative- or room- (site) created tag audit states are displayed. The administrative level can quickly reconcile tags in the audit state of "Misplaced" or "Missing."

When an (*) asterisk is located next to a step there will be supplemental information regarding the step within the Notes area below.

Reconcile Tag Audit States in Bulk

1. Click on Audits, located in the top navigation bar. The "Audits" menu displays.
2. Click on Reconcile Audits.
   
   
3. Filter for the respective audited tags using Reconcile Audits Filters.
4. Click Apply Filter(s). The respective tags are displayed in the "Reconcile Audits" grid.
5. To select all items on the "Reconcile Audits" grid, select the checkbox in the upper left of the blue grid header. To select individual items, select the checkbox next to the respective item.
6. To reconcile all "Misplaced" or "Missing" tags displayed in the grid, click Reconcile, located above the blue grid header. The Reconcile Inventory window opens.*
7. Review the "Reconcile Details" for tags to be marked "Scan Complete" and "Tags Removed from Reconciliation."
8. Select the respective location in the Location drop-down menu.
9. Select the respective state in the Audit State drop-down menu.
10. Select the respective action from the Action drop-down menu.
11. Add reconcile notes in the Audit Notes field (optional).
12. Click  Begin Reconcile Audit. The Reconcile Confirm window opens with a tag quantity to reconcile. A message displays “Proceed with Inventory Update?”.
13. Click OK to reconcile. A success statement window opens.
14. Click OK to close the "Reconcile Complete" window.
15. Click on Close to close the Reconcile Inventory window.

Reconcile an Individual Tag’s Audit State

The administrative level can individually reconcile tags in the audit state of "Misplaced" or "Missing."

1. Click on  Audits, located in the top navigation bar. The "Audits" menu displays.
2. Click on Reconcile Audits.
   
   
3. Filter for the respective audited tags using the "Reconcile Audits Filters."
4. Click Apply Filter(s). The respective tags are displayed in the "Reconcile Audits" grid.
5. To reconcile "Missing" tags displayed in the grid, click the Select Action drop-down menu located on the tag’s row under the "Actions" column and choose the respective action. The "<Status Notes>" window opens.
6. Add reconcile notes in the Status Notes field.
7. Click Save Notes. The "Status Notes" window closes, and the "Reconcile Audits" grid refreshes and displays the new details of the reconciled tag.