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.
Creating a New Policy
To add a new audit policy, click on ‘New Audit Policy’ located at the top right of the Active Policies page. You will be directed to the Policy Details page.
The Audit Policy Details section lets you add a policy name and description, and toggle the policy on or off. The audit policy reaches its end date and has become reconciled; this toggle will automatically become disabled, rendering it inactive.
Selecting ‘Add Audit Schedule’ at the bottom of the Policy Details page will open a window that allows you to set the schedule.
The default Verification Type is Manual, and this option cannot be changed.
In the Schedule section, you can select both a Start Date/Time and an End Date/Time. Additionally, you can add filters to the schedule at the bottom of the section. Be sure to click ‘Save Audit Schedule’ to save your changes.
There can only be one schedule per policy.
A policy cannot be saved unless a Schedule is added.
Next, choose either Manual or Automatic reconciliation using the 'Automatically Reconcile' toggle.
Automatic Reconciliation
This feature is configured during the policy setup by enabling the toggle and selecting a default status (Missing, Lost, Stolen, or Retired).
On the audit end date, a background job will automatically:
Reconcile non-serialized assets only
Verify and update inventory counts
Lock the audit by disabling the Verify and Edit actions for all assets
This process is ideal for hands-off, end-of-year audits where consistency and finality are important.
Manual Reconciliation
This option is selected during policy setup, and the reconciliation is initiated by the user.
On the audit end date, a "Reconcile" button appears on the policy page. When this button is clicked, the following reconciliation job is performed:
Reconcile non-serialized assets only
Updates inventory counts
Locks the audit to prevent any further changes.
This method is ideal for teams that want to conduct a final review before closing the audit.
Please note that reconciliation settings apply only to non-serialized assets.
You will also need to define the default status for any unaccounted items. This field will only show statuses that can be associated with Non-Serialized Assets and will default to ‘Missing’.
Selecting Save Changes will save the Policy.
Assets are immediately associated with an Audit Policy when they meet the policy's defined filtering criteria (e.g., location, status) and fall within the start and end dates. This process is real-time and does not require a nightly sync or manual policy update.
Editing A Policy
Selecting ‘Edit Policy’ allows you to edit the policy details.
Deleting A Policy
Selecting 'Delete' will prompt you to confirm the deletion; selecting 'Yes' will permanently delete the policy.
