The Audit function is used to determine the current location of your assets. With this function, you can verify that your assets are in the locations to which they are assigned.
1.To access the Audit screen from the Main screen, select Asset Management > Audit.
2.The Filter section allows you to quickly select which assets you wish to audit. Select the desired audit Site and Location.
3.Set an Audit Start Time. This feature allows you to stop and restart an audit without auditing the same inventory twice by telling Rosistem Assets to only include those assets that were not audited prior to the entered start date and time.
4.After the site and location are selected, you can further define your asset search by entering a Department, Category or specific Asset Tag.
Note: Pinning can be used with Audit transactions. Pinning allows you to "lock" the information entered into a field. This is convenient if, for example, you are entering multiple new assets for a particular site and location. You can enter the site and location once, then pin them. The fields will retain the information you entered through each new entry until you unpin them. In the example screen shown below, values are entered in the Site, Location and Department Code fields. These three fields were Pinned by clicking on their 
pushpins, causing them to look like 
this. Click the pushpin again to unlock the field for entry of a different value.
3.After applying your choice of filter criteria, a list of assets matching your criteria appears in the Selected Assets list.
The Select All button can be used to highlight all the records found by your choice of filter criteria. De-Select All can be used to clear any selections previously made.
If you want to edit an asset in the Selected Assets list, highlight the listing, then click the Detail button. If more than one record is highlighted or no assets are selected, the Detail button will be disabled.
Note on Linked Assets: If the displayed asset is a Linked asset, a special icon appears alerting you that this is a linked asset.
Note: Asset Linking, also known as Asset Kitting, allows you to link two or more assets together to form one new asset. For example, the asset Mary's Computer may consist of 4 separate assets - CPU, Keyboard, Mouse and Monitor. These four individual assets are linked together to form one new asset, Mary's Computer. For a more detailed definition, please refer to the Definitions topic.
Special rules apply when auditing linked assets. If the Transact as Whole flag has been selected for the parent of this asset (on the Edit Asset>Linking tab), then ALL assets linked to this asset will be audited. If this flag is not selected, the single asset will be audited. See the Create New Asset for further information.
4.When you are satisfied with the Assets in the Selected Assets list, you can optionally apply Notes to the transaction.
5.You can print audit receipts for each audited assets by entering the desired number of receipts in the Print Receipts - Copies field. Keep in mind that if you enter 3 in this field, for example, 3 audit receipts will print for each asset audited.
6.When you are ready to audit the assets, select the checkbox next to the assets you want to audit, or click Select All, and click the Audit button. The Audit button will not be enabled until you select at least one asset. After you select the Audit button, the audited assets will disappear from the Selected Assets list.
When the required fields have been satisfied, the Audit button will be enabled. Click it to post the transaction or click the Close button to exit without doing an Audit.
If at the Location being Audited, an Asset is found that wasn't recorded in the Asset database, a message will appear giving you the option to relocate the Asset to the Location you are currently auditing, then auditing it or leaving the asset in its current location and auditing it. Keep in mind that whether you move the asset to the current location or leave it where it is, the asset will be audited.
If an Asset is missing at the Location being Audited and you have discontinued all efforts to find it, you can perform a Dispose transaction. Keep in mind that once disposed, assets cannot be "un-disposed", meaning there is no way to reactivate the asset. You would need to create a new asset if the asset is found. There may be situations where you will want to move an asset to a temporary location, rather than disposing of it, if the asset is misplaced. For example, if you regularly have items that are not found during an audit, but are found later, you may not want to dispose of them. Moving them to a temporary location you set up in Rosistem Assets enables you to move them back to their regular location when they are found. Disposing of these assets requires you to create a new asset later if they are found.