Create Audit And Approval in Fixed Equipment module
Last Created On Jul 14, 2023
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Step 1. Create approval process with Audit ( optional). If there is no approval process, the audit is automatically approved. If there is an approval process, the audit must be approved before the asset can be checked-out to the employee
Step 2. Go toAuditmenu under theFixed Equipmentmodule -> click on theAddbutton
Step 3. In the Audit page, fill in the following detail 1. Enter theTitle 2. Enter theAudit date 3. Select theAuditor 4. Select theLocation: display fixed equipment with default location as the selected location or being checked-out to the selected location. 5. Select theModel: the table shows only the assets of the selected model. 6. Select the Assets: the table shows the list of selected assets 7. Select theCheck-inorCheck-out: show assets with deployable ordeployed status
Step4. Click on theSubmitbutton
Step 5. Approval processing
Step 6. Hover the audit and click Detail
Step 7.Enter theAdjustandBroken state
Adjust: enter the quantity less than or equal to the quantity column
Broken state: enter broken amount.
OrScan QR code:applies to assets only
Step 8. Click onSubmitbutton
Step 9. Accept and approval The approver receives the notification -> checkacceptbox and approval Note: the approver can also update the quantity in theAdjustandBroken statecolumns -> then check accept box and approve the audit Update quantity for fixed equipment withcheckedAcceptbox. If theAcceptbox isnot checked, the number of fixed equipment remains unchanged.
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