Overview
The Audits module allows you to schedule and track physical asset audits. Audits help verify that assets are present, in their reported condition, and at their recorded location.
Summary Counters
The badge next to the Audits heading shows how many audits you have. The counters beside it break that down:
| Counter | Description |
|---|---|
| Total | All audits |
| Pending | Audits that have not been carried out yet |
| Due This Week | Audits scheduled for the current week |
| Overdue | Audits whose date has passed without being done |
| Completed | Audits the auditor has finished |
| Awaiting Approval | Submitted audits waiting to be signed off (see Needs approval after submit below) |
The counter you are viewing is underlined — Total by default.
Table Columns
| Column | Description |
|---|---|
| Asset Name | The asset being audited, with its code (e.g., DELL – 100001) |
| Assigned To | The employee who carries out the audit |
| Audit Date | When the audit is scheduled |
| Status | For example Completed |
| Repeat | Whether the audit repeats — a red × means it does not |
| Priority | How urgent the audit is (e.g., High, Medium), if set |
| Repeat Duration | How often a repeating audit recurs, or – |
| ⋮ (three dots) | Actions for that audit |
Tip: Use the Search here box to find an audit, or the filter icon at the far right to narrow the list. The other toolbar icons give quick access to more audit actions — hover over one to see what it does.
Creating a New Audit
- Navigate to Audits in the sidebar
- Click the + button at the top right
- Fill in the audit form
Form Fields
| Field | Required | Description |
|---|---|---|
| Asset Name | Yes | Select the asset to audit |
| Title | Yes | Audit title/description |
| Assigned To | Yes | Employee who will conduct the audit |
| Audit Date | Yes | Scheduled date for the audit |
| Select Checklist | Yes | Choose a pre-created audit checklist template. Click the eye icon next to it to preview the checklist |
| Priority | No | How urgent the audit is |
| Repeat | No | Toggle to set recurring audits |
Audit Reminders
Under Send Reminders Through, tick one or more channels to remind the assigned auditor:
- SMS
How This Audit Works
Two optional toggles change how the audit is run:
| Option | What it does |
|---|---|
| Mystery audit (surprise check) | The person holding the asset is not told and will not see this audit. Only the auditor it is assigned to can see it. |
| Needs approval after submit | When the auditor submits, the audit waits for someone with the Approve right to sign it off. Until then it is counted under Awaiting Approval. |
Creating the Audit
Click Create Audit to schedule the audit. The button stays greyed out until every required field is filled in. Click Cancel to leave without saving.
Note: Before creating an audit, make sure you have at least one Audit Checklist template created. The checklist defines what questions the auditor needs to answer.