Audit on the Shortcuts bar to
display the Audit module.To create a new audit:
1. Click
Audit on the Shortcuts bar to
display the Audit module.
2. Ensure that the Audit tab is selected, and click New on the tool bar to open the Audit form.
3. On the Detail tab, provide the following information:
Field |
Description |
Audit # |
The system-generated identifier for the audit record. |
Property |
The property where the audit occurred. |
Area Audited |
The area of the property where the audit occurred. |
Section |
This is a subfield of Area Audited. |
Audit Start |
The date the audit was recorded. |
Audit End |
The date the audit was concluded. |
Review Method |
The method undertaken to review the audit. |
VCR Console # |
The identifier of the video surveillance unit which captured the audit. |
Audit Remarks |
Any remarks relating to the audit. |
Requested By |
The individual who requested the audit. |
Select Second Auditor |
The individual who is assisting with the audit. |
4. On the Audit tab, record all participants (subject, personnel, contact) and optionally assign their role. The audit will be listed in each participant's profile record. If the participant was involved in a previous audit, the last audit date is shown.
5. Record any observations made during the audit. Click Add New and enter the note text. When you save the record, the entry is date- and time-stamped. If the entry is later edited, the Modified By information is recorded. Entries are cumulative. Multiple notes can be viewed with newest first or oldest first.
6. To record any violations, select the participant involved and click New. Record details about the violation including any savings and/or losses due to the violation. These will appear on the Savings and Losses tab.
7. Optionally, attach any images or video to the record on the Media tab. For more information, see Attaching Media.
8. The Document Control tab controls access to the records; see Controlling Access to a Record.
9. If circumstances warrant it, click Create Incident to create an incident record related to this audit. See Creating an Incident for information about completing the incident record. The participants are added to the Participants tab and the audit record is added to the Attached Records tab in the incident. The incident number is shown on the Details tab of the audit record; double-click the incident number to open the incident.
10. Click Save & Close to save the audit information. You are alerted if the same group of participants has been audited at the same time in another audit within the last 30 days.
You may be prompted to attach a custom form if the record meets certain conditions, or you can choose to attach a custom form to the record. For more information, see Attaching a Custom Form to a Record.