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Performing an Audit

xAssets Barcoding Guide
Asset Audits

Performing an Audit

This page describes the scanning process for a Keywedge scanner audit, from starting the scan through to completing it.

When the Start Audit button

button is clicked, a confirmation dialog reminds you that once the audit contains scanned assets, its configuration can no longer be changed:

Screenshot

Click Yes button

to proceed to the scanning dialog.

Scanning Assets

The following is an example of the scanning dialog when using a Keywedge scanner:

Screenshot

In this example, the audit type is "Asset Move" with expected assets selected by a query. The query returns all 11 assets in the "New Jersey Labs" location. The audit form includes the fields Barcode Scanner, Auditor User Name, New Location, Custodian, and Location Notes. Here is how the form appears in the form editor:

Screenshot

Because the audit uses Batched Assets grouping, the form is displayed once at the start. The values you enter apply to all scanned assets. Once the first asset is scanned, these values are locked.

  • Mandatory fields must be filled before scanning can proceed.
  • Optional fields left blank will preserve the existing value on the asset record.
  • Read-only fields with defaults will force that value onto every scanned asset.

The New Location field defaults to the current location of the expected assets. You can change it using the dot lookup or by scanning a location barcode.

To scan assets, place the cursor in the Scanned Barcodes field. The Keywedge scanner will type each barcode into this field. As each asset is scanned, it moves from the Expected Assets list to the Scanned Assets list. (In a blind audit, these lists are hidden.)

After scanning a location barcode and an asset barcode, the dialog looks like this:

Screenshot

Pausing and Resuming

You can pause scanning at any time by clicking OK to exit the dialog. Resume later by opening the audit and clicking the Continue Audit button

button.

Completing the Scan

When all assets have been scanned, click Set to In Acceptance button

to set the audit to **In Acceptance**. This locks the audit for [review](reviewing-the-results-of-an-audit.md) -- no further scanning is allowed unless an Administrator clicks the ![ReOpen Audit button](../../images/button-reopen-audit.png) button to reopen it.