Audit Reconciliation

This article explains how to reconcile finalized site audits in Asset Management. During official audits, the district level initiates and reconciles the audit, while the site level completes the audit by scanning tags. Reconciliation begins after a site audit is finalized. Tags in the "Found" or "Verified" state do not require reconciliation. District administrators can use the "Reconcile Audits" grid to review, filter, and reconcile tags in the "Misplaced" or "Missing" state, either individually or in bulk.

Reconciliation Overview

Reconciliation is faster and easier when the audit planning stage defines what actions will be taken for tags in the "Misplaced" or "Missing" state after the site audit is finalized. Your tags will be in the following states:

The "Reconcile Audits" grid lets you filter tags by location and audit state so you can reconcile assets more efficiently. For example, if you plan to collect all assets scanned at a different site than expected, you can filter for those tags and use the bulk reconcile wizard to process them in one action. Filtering the grid helps district-level users organize tags for both bulk and individual reconciliation.

Administrative-level users can reconcile tag audit states for audits in "Scan Complete" status. The "Reconcile Audits" grid initially displays administrator-created tag audit states. After those are reconciled, the grid displays the most recent administrator- or room-created site audit states. Administrative users can quickly reconcile tags in the "Misplaced" or "Missing" state.

When an asterisk (*) appears next to a step, supplemental information is provided in the notes below.

Reconcile Tag Audit States in Bulk

1. Navigation:
2. Admin View
3. Audits

1. Click Audits in the top navigation bar. The "Audits" menu opens.

2. Click Reconcile Audits.

   

3. Use Reconcile Audits Filters to filter for the audited tags you want to reconcile.
4. Click Apply Filter(s). The matching tags appear in the "Reconcile Audits" grid.
5. To select all items in the grid, select the checkbox in the upper-left corner of the blue grid header. To select individual items, select the checkbox next to each tag.
6. To reconcile all selected "Misplaced" or "Missing" tags, click Reconcile above the blue grid header. The "Reconcile Inventory" window opens.*
7. Review the "Reconcile Details" for tags that will be marked "Scan Complete" and for tags that will be removed from reconciliation.
8. Select the appropriate Location from the drop-down menu.
9. Select the appropriate Audit State from the drop-down menu.
10. Select the appropriate Action from the drop-down menu.
11. Enter notes in the Audit Notes field, if needed.
12. Click Begin Reconcile Audit. The "Reconcile Confirm" window opens and displays the number of tags to reconcile, along with the message "Proceed with Inventory Update?"
13. Click OK to continue. A success message appears.
14. Click OK to close the "Reconcile Complete" window.
15. Click Close to close the "Reconcile Inventory" window.

Reconcile an Individual Tag’s Audit State

Administrative-level users can also reconcile individual tags in the "Misplaced" or "Missing" state.

1. Click Audits in the top navigation bar. The "Audits" menu opens.

2. Click Reconcile Audits.

   

3. Use Reconcile Audits Filters to filter for the audited tags you want to review.
4. Click Apply Filter(s). The matching tags appear in the "Reconcile Audits" grid.
5. To reconcile an individual "Missing" tag, open the Select Action drop-down menu in that tag’s row under the "Actions" column and choose the appropriate action. The "Status Notes" window opens.
6. Enter notes in the Status Notes field.
7. Click Save Notes. The "Status Notes" window closes, and the "Reconcile Audits" grid refreshes to display the updated tag details.