Audit Manager enables verification of assets within a district. It enables you to perform both manual and automated reconciliation processes, allowing you to set custom timeframes and schedules for audits. Based on the results of these audits, districts can make informed decisions regarding asset management, such as purchasing additional materials, applying for grants, or reallocating existing resources.
Permissions
The following permissions will allow users to perform the following actions:
Manage Audit Policies
Allows users to view, create, edit, and delete Audit Policies.
View Audit Policies List and Details
Reveals Audit Manager in the left navigation. Users can only view the different verification policies.
Active Policies
The Active policies tab shows the list of active policies. You can view the Policy Name, Description, Date Created, Last Modified Date, Schedule Information, and Status.
Selecting View Policy will open the details page for that policy.
Inactive Policies
The Inactive policies tab shows the list of inactive policies.
To inactivate a policy, select a policy and turn off the ‘Currently Active?’ toggle.
Policy Details Tab
The Policy Details tab provides an overview of a specific audit policy’s setup, schedule, and reconciliation behavior. This tab allows you to review and manage the key configuration settings that define how the audit operates.
Name – The name of the audit policy.
Policy Description – A summary of the policy’s purpose or scope.
Currently Active? – Indicates whether the policy is active.
Inactive policies are considered drafts and will not run.
Verification Type: Always Manual (In-Person) in the iiQ Resources module
Schedule – Defines the recurrence of the audit (e.g., every year, starting on November 12, 2026).
At Risk – Displays the time frame before a scheduled audit is considered overdue.
Applies To – Lists the locations or groups to which the audit policy applies.
View Assets – Opens a list of assets included in the selected location.
Automatically Reconcile - Enabling this toggle updates all discrepancies in the system as of the chosen End Date.
This only applies to Non-serialized asset quantities.
When the toggle is off, you will initiate reconciliation manually by clicking the ‘Reconcile’ button, which is located in the schedule section and at the top of the page. These buttons appear only after the audit policy end date has passed.
Reconciliation Default Status - Select a status to apply to unaccounted for non-serialized assets when automatically reconciled (this will also update the status of any non-serialized asset with the verification status "pending"). This field will automatically default to ‘Missing’.
Assets Tab
The Assets tab shows the Assets that are part of the audit. On the Assets grid, you can view which assets have been verified correctly, are still pending verification, or have discrepancies.
The Assets grid includes several columns:
Asset
Location
Expected Qty
Confirmed Qty
Deviation
Difference between Expected Qty and Confirmed Qty
Verification Status
Pending - Will show for assets that have not been verified.
Correct - Will show for assets that have been verified correctly.
Discrepancy - Will show for assets that have a discrepancy in at least one of their attributes (Location, Room, Status, Owner).
Reconciled - Will show for assets that previously showed a discrepancy and were reverified.
You can sort by the Asset and Location columns.
You can find an Asset in the grid using the Search field located in the top right corner. Additionally, you can apply Asset filters to the grid by selecting ‘Add Filter.’
You can filter using the radio buttons as well:
All - Every Asset based on Filters
Pending - Assets that have not been verified
Correct - Assets that have been verified correctly
Discrepancy - Assets that have been verified with an issue
Action Buttons
The Verify button will display if the verification status is ‘Pending’. Selecting Verify will open the Asset Verification window.
Serialized
If the data in any of these fields is updated, the Verify Correct button will change to the Update & Verify Discrepancy orange button.
Non-Serialized or Generic
If the data in any of these fields is updated, the Verify Correct button will change to the Update & Verify Discrepancy orange button.
Reverify will show if the status is Correct, Discrepancy, or Reconciled. Selecting Reverify will open the Asset Verification window.
A button will not be displayed if the status is either 'verified' or 'failed'.
Audit actions will be disabled once the audit end date is reached.