Mobile: Audits

The Asset Panda mobile app provides a structured approach to auditing assets, ensuring accurate record-keeping and verification. For more information, see Audits.

You can perform audits directly on the mobile app.

The Tools page is the central hub for managing audits in the Asset Panda mobile app. You can perform the following tasks in the mobile app:

• Track progress, review open and closed audits, and review records.

• Monitor completion percentages, view assigned records, and access critical metadata.

• Use barcode scanning for quick asset validation.

• Mark records as audited and complete audits.

You can only create new audits in the Asset Panda web application.

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View an audit

1. Log into the Asset Panda mobile app.

2. Select More and then select Audits. All available audits are displayed.

3. Select the audit to view. The following data is displayed:

   • Audit name and description

   • Associated module and collection where the audit is being performed

   • Records with their audit status, enabling you to track the records that have been audited and those that require attention.

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Start an audit

1. Review the Summary: Review the audit summary to ensure all details are accurate before proceeding.

2. Start the Audit: To begin tracking changes and logging modifications, select Start Audit.

3. Monitor Progress: After the audit starts, the system begins monitoring the selected collection. Users with appropriate permissions can view and manage audit progress through the Audits section.

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Perform an audit

1. Log into the Asset Panda mobile app.

2. Select More and then select Audits. All available audits are displayed.

3. Select the audit to review.

4. View the list of records assigned to the audit.

   • Use the filter option to view:

     • Full List: All records

     • Audited: Verified records

     • Not Audited: Records that are yet to be verified

     • Outside List: Records with unmatched criteria

5. Select a record to review its details.

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Review and update a record

Each record contains essential details, such as:

• ID, Date Added, Last Updated

• Added By, Last Updated By

• Barcode, Email, Address, Numeric Fields

• Audit Status (Audited / Not Audited)

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Add notes to a record

1. Open a record.

2. Select Add Notes.

3. Enter relevant details.

4. Save the note.

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Scan a barcode

1. Select Scan .

2. Align the barcode within the scan frame. The system will match the scanned code with existing records.

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Mark an audit as Complete

1. Open the audit.

2. After verifying all records, tap and then select Mark Audit as Complete.