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Ongoing Audits

This section displays the latest audit plans currently in progress in a table format.

Table Structure: OngoingAudit The table includes the following columns:

  • Audit Name: The name of the audit.
  • File Uploaded Date: The date the audit file was uploaded.
  • Line Item Count: The total number of line items.
  • Quantity Count: The total quantity of line items.
  • Audited Line Item Count: The number of audited line items.
  • Audited Quantity Count: The quantity of audited items.
  • Action: Edit Icon.

Each row represents a specific audit plan.

Navigation: Clicking the Edit Icon in each row navigates the user to the corresponding Auditing Page.

Auditing Page Tabs​

Upon navigating to the Auditing Page, users will find four distinct tabs, each with specific access permissions.

StockAudit

Stock Audit Tab​

This tab is accessible only to auditors, allowing them to perform stock audits. The Stock Audit Page is structured into three primary sections:

1. Header Section​

  • Progress Bar: Displays the current audit progress.
  • Audit Status:
    • Not Started: The audit has not yet commenced.
    • In Progress: The audit is currently underway.
    • Completed: The audit has been finalized.
  • Storage Input:
    • Aisle-Bay: Input box for specifying the storage location.
  • Complete Audit Button: Finalizes the audit process.

2. Middle Input Area​

  • Audited Stock Item Input:
    • Item Code: Input field; the corresponding item name auto-generates upon entry.
    • Audited Quantity: Input box for recording the audited quantity.
    • Location Input: Field to specify the item's location.
    • Damaged Quantity: Displayed only if the "Audit Damaged Inventory" checkbox is enabled in the audit plan.
    • Add Item Button: Adds the audited item to the audit list.
    • Clear Option: Clears the input fields.

3. Final Audit Summary​

  • Audited Stock Items Table:
    • Item Code: Displays added audited items.
    • Item Name: Corresponding item names.
    • Auditor Name: Name of the auditor.
    • Audited Quantity: Total audited quantity per item.
    • Damaged Quantity: Quantity of damaged items (if applicable).
    • Location: Storage location.
    • Dropdown Option: Clicking this reveals an additional table containing:
      • Audited Quantity: Total audited quantity.
      • Damaged Quantity: Total damaged quantity.
      • Location: Location of the items.
      • Date: Date of the audit entry.
      • Action: Delete icon for removing the audited item.

4. Completing the Audit​

Clicking the "Complete Audit" button navigates the user to the Audit Declaration Page.

Audit Declaration Process​

The Audit Declaration process is a formal mechanism for auditors to review, validate, and confirm audit findings before completion. It ensures accountability for the accuracy of audited quantities and discrepancies, fostering transparency and reliability.

Information Displayed:

  • Item Code: The code of the audited item.
  • Item Name: The name of the audited item.
  • Stock Quantity: The original quantity in stock.
  • Audited Quantity: The audited quantity.
  • Damaged Quantity: The quantity of damaged items.
  • Discrepancy Type: A field for noting the reason for any discrepancies.

Confirmation and Completion:

  • Confirm Checkbox: Must be checked to confirm completion.
  • Reason Dropdown: Options include:
    • Theft
    • Misplaced
    • Inward Error
    • Sale Error
    • Others

Final Confirmation:

After checking the confirm box and selecting a reason (if applicable), clicking the "Complete" button triggers a confirmation message:

  • Message: "Are you sure you want to complete the audit?"
  • Options:
    • Cancel: Closes the confirmation dialog.
    • Complete: Finalizes the audit.

Completion Message:

If the user clicks "Complete," a success message is displayed:

  • Message: "Audit completed successfully."

Once the audit is marked as complete, it is ready for cross-auditing.

Other Audit Tabs​

Besides the Stock Audit and Audit Declaration tabs, there are two other tabs with restricted access:

  • Cross Audit Tab: Accessible exclusively by cross-auditors for validating audit results.
  • Audit Summary Tab: Restricted to the audit owner, providing an overview of the audit findings.
  • Settings Tab: Also accessible only to the audit owner for configuration and adjustments.