Use the following printable checklist to complete the phases of your audit.
Preparation
- Strategic planning
- Define scope of work
- Communication plan
- Compile resources
- Rooms: entered and assigned a type
- Check for unreconciled (i.e., site-created room audits, or district-created site audits)
- Complete site-to-site transfers
Creating the Audit
- Make audit name descriptive
- Identify the sites to be audited during the same date/time block
- Create single audits or batch audits under a single audit name
- Identify product type(s), room type(s), staff type(s), and grades to be targeting in the audit
- Decide if it's necessary to ignore tags modified after a certain date
- Determine if the audit should be restricted
Reconciling Data
Audits should not be approved until all audits created at a given time are complete. This allows misplaced tags to be located.
- Review any site-created audit notes
- Reconcile any staff or student audits
- Reconcile missing tags to a status of "Lost" 1
- Review all misplaced tags 1
- Site-to-Site Misplaced: consider if collection is appropriate
- Room-to-Room Misplaced: collect to their audit location
Reporting
- View audit detail report
- Tag listing report
1 Parent and/or component tags cannot be "Bulk" reconciled