Audit Management¶
Module: Audit Management | Audience: Admin, Owner
Table of Contents¶
- Overview
- Audit Request List
- Creating an Audit Request
- Audit Scoping Logic
- Audit Statuses
- Pending Audits — Audit Execution
- RFID Scanner
- Re-Verification
- Audit Detail View
- Master Data Used by This Module
Overview¶
Audits verify the physical existence, location, and condition of assets. AMS supports:
- Self Audits — the creator performs the audit themselves
- Aided Audits — an assigned auditor performs the verification
Audits can be scoped to specific assets or dynamically defined by category, location, department, status, and condition filters. Optional RFID scanning automates the matching process.
Audit Request List¶
Path: Sidebar → Audit Management → Audit Requests | URL: /audit/requests
The list view shows all audit requests with columns for name, type, status, date range, and assigned auditor.
Creating an Audit Request¶
Path: Audit Requests → + Create | URL: /audit/requests/create
| Field | Type | Required | Validation | Depends On |
|---|---|---|---|---|
| Name | Text | Yes | Max 255 characters; must be unique | — |
| Audit Type | Radio | Yes | Self or Aided |
— |
| Start Date | Date | Yes | Must be before End Date | — |
| End Date | Date | Yes | Must be after Start Date | Start Date |
| Specific Assets | Toggle | No | Default: Off | — |
| Assets | Multi-Select | Conditional | Required if Specific Assets = On | Assets, Specific Assets toggle |
| Categories | Multi-Select | No | — | Asset Categories |
| Locations | Multi-Select | No | — | Locations |
| Departments | Multi-Select | No | — | Departments |
| Statuses | Multi-Select | No | — | Asset Statuses |
| Conditions | Multi-Select | No | — | Asset Conditions |
| Visible Fields | Multi-Select | No | Choose which asset fields auditors can see during execution | — |
| Assigned Auditor | Dropdown | No | — | Users |
| Re-Verifier | Dropdown | No | — | Users |
Conditional Field Logic¶
Specific Assets = OFF
→ Assets multi-select: hidden
→ Scope determined by: Categories + Locations + Departments + Statuses + Conditions
Specific Assets = ON
→ Assets multi-select: visible and REQUIRED
→ Other filters still available to narrow the asset picker
Audit Scoping Logic¶
| Scope Mode | Configuration | Assets Included |
|---|---|---|
| Specific | Toggle on; select individual assets | Only the explicitly selected assets |
| Detailed | Toggle off; use filter combinations | All assets matching the selected categories, locations, departments, statuses, and conditions |
Tip: If no filters are set in detailed mode, all active company assets are included in the audit scope.
Audit Statuses¶
| Status | Description | Next Possible Statuses |
|---|---|---|
| Pending | Audit created; not yet started | In Progress, Expired |
| In Progress | Auditor is verifying assets | Pending Reverifier, Completed, Expired |
| Pending Reverifier | Initial audit complete; awaiting re-verification | Completed, Expired |
| Completed | All verifications done | (terminal) |
| Expired | Audit end date passed without completion | (terminal) |
Pending Audits — Audit Execution¶
Path: Sidebar → Audit Management → Pending Audits | URL: /audit/pending
This page lists all audits assigned to you that are in progress. Select an audit to begin verification.
Verifying Assets¶
For each asset in the audit scope, set the verification status:
| Action | Status | Description |
|---|---|---|
| Present | PRESENT |
Asset physically found and matches records |
| Not Present | NOT_PRESENT |
Asset not found at the expected location |
| Invalid | INVALID |
Asset tag or data does not match the physical asset |
Marking Extra Assets¶
If you find a physical asset that is not in the audit scope:
| Action | Status | Description |
|---|---|---|
| Extra | EXTRA |
Found an asset not included in the audit; scan or manually enter its details |
Adding Remarks¶
Each verification supports a Remarks text field for additional context (e.g., "Found in storage room B instead of Room 101").
RFID Scanner¶
Path: Sidebar → Audit Management → RFID Scanner | URL: /audit/rfid-scanner
The RFID Scanner screen provides automated asset verification:
- Select an active audit from the dropdown.
- Start scanning — the system reads RFID tags from a connected reader.
- Automatic matching — scanned EPC IDs are matched against the audit's expected asset list.
- Results displayed — assets are automatically marked as Present, and unmatched scans are flagged.
Prerequisite: RFID readers must be configured and connected. See RFID Management.
Re-Verification¶
Path: Sidebar → Audit Management → Reverifier Audits | URL: /audit/reverifier
The re-verifier (assigned during audit creation) reviews the auditor's findings:
| Action | Description |
|---|---|
| Confirm | Accept the auditor's verdict for the asset |
| Override | Change the verification status with justification |
| Add Remarks | Provide reverification remarks |
Once all assets are re-verified, the audit moves to Completed.
Audit Detail View¶
Path: Audit Requests → Click an audit row | URL: /audit/requests/:id
| Tab / Section | Content |
|---|---|
| Audit Info | Name, type, scope, date range, status |
| Configuration | Filters and scope criteria |
| Assigned Personnel | Auditor and re-verifier |
| Assets — All | Complete list of assets in scope |
| Assets — Verified | Assets marked Present/Invalid |
| Assets — Unverified | Assets not yet verified |
| Status History | Timeline of status changes |
Master Data Used by This Module¶
| Master Entity | Where Used | Purpose |
|---|---|---|
| Asset Categories | Scope filter | Filter audit scope by category |
| Locations | Scope filter | Filter audit scope by location |
| Departments | Scope filter | Filter audit scope by department |
| Asset Statuses | Scope filter | Filter audit scope by status |
| Asset Conditions | Scope filter | Filter audit scope by condition |
| Users | Assigned Auditor, Re-Verifier | Personnel assignment |
Related: Asset Management · RFID Management · Reports