This article provides a comprehensive overview of the audit process in Instructional Materials Management, presented through a three-part webinar series. Designed for K–12 district administrators and campus staff, it covers key audit tasks including preparation, audit creation, conducting and submitting audits, making adjustments, and finalizing results. By following these sessions, users can ensure accurate inventory verification, maintain compliance, and apply audit best practices across their district.
Preparation, Best Practices, and Creating Your Audit
Audits are the automated process by which a district requests a campus to examine, record, and officially verify their campus’ inventory counts for selected district tracked items within Instructional Materials Management.
Conducting, Editing, and Submitting Your Audit
Create Audit Adjustments and Finalize
Create Audit Adjustments and Finalize allows a district user to finalize an audit or create campus adjustments from the overages and shortages within an audit and then finalize it . A district level digital signature is required to Finalize any audit and the digital signature will be displayed on the Campus Audit Report.