This feature is only available with the iiQ Assets module.
The Audit Manager allows districts using iiQ Assets to formalize their audit process through managed policies.
Customization: Use filters to define the scope of audits, ranging from broad to narrow.
Independence: Each policy operates independently, allowing multiple audits to run concurrently.
Reporting: Access reporting tools with new fields for audit data and visual statistics summarizing the verification status of all devices covered by a policy.
Setting up a New Policy
Navigate to Assets > Audit Manager on the left navigation bar.
On the Audit Policies page, click the New Audit Policy button (top right).
Select a template from the following five options:
Student Devices Policy: Automatically filters out devices assigned to a "Student" role.
Non-Mobile Classroom Devices: Automatically filters out devices in "laptop/notebook" and "Chromebook" model categories.
Funding Source Policy: Automatically filters out devices that do not belong to a selected funding source.
Teacher Devices Policy: Automatically filters out devices not assigned to a "Faculty" or "Staff" role.
Custom Policy: No pre-made audit schedule applied.
Policy Details
Once a template is selected, the Policy Details page opens. Here you can:
Rename the policy and update the description.
Toggle the policy status (on/off).
Edit, copy, or delete existing schedules via the Available Tools section.
Add new schedules using the Add Audit Schedule button.
Policy Application and Re-evaluation
Automatic Application: Newly created assets are added to an existing Audit Policy during the next nightly compliance scan.
Pending Status: Assets created and verified before the policy is applied may show as ‘Pending’ until the next scheduled scan.
Manual Re-evaluation: To trigger an immediate reprocessing cycle, edit and save the policy.
Adding Schedules to Audit Policies
To create a new schedule, click Add Audit Schedule at the bottom of the Policy Details page.
Scheduling Fields
The scheduling pop-up allows you to configure:
Schedule Type: Manual agent verification, automated asset management integration, or both.
Dates: A starting date and an automatic repeat interval.
Duration: The timeframe before assets covered under the audit fail their verification.
Advanced Features
Subdivide Option: Automates spacing for audits within a repeat period.
Example: If an audit is repeated annually and subdivided into four, the system initiates an audit every three months.
Applies to Section: Manage filters for the schedule.
Always click Save Audit Schedule after making changes.
Working with Audit Data
Statistics Tab: Within a policy, click this tab to view visual reports on asset verification status.
Asset View: Current policy coverage is visible directly from any standard asset view.
Information Filters: Use the Audit Manager's new filters to build Custom Views and export reports.
Note on Null Verification: If a device is unassigned in iiQ and no user is logged in, the system registers this as a "positive verification." This occurs because the "user is null" matches the "logged-in user" (also null).