A Mobile Audit can be added to an Active Task. When it is the subsequently assigned to a Resource, the Task on the GO device will show the audit questions to be answered by the Resource as part of the Task.
The link will open the Advanced Helpdesk / Audits grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new Audit click New , to edit an existing Audit click Edit . A pop up window will appear which will allow the creation or amendment of a Audit.
Complete the fields and click Save . Once the Audit header has been completed and saved entities can be assigned. These can be assigned manually or by using the wizard.
Entities can be added to a Mobile Audit manually.
The Lower part of the Audit window shows the entity grid. It is a grid view that can be customised and sorted as normal.
To assign entities click Assign , entities in the right hand assignment window are connected.
Entities can be added to a Mobile Audit using a wizard.
The Lower part of the Audit window shows the entity grid. It is a grid view that can be customised and sorted as normal.
To assign entities using the wizard click Randomly Generate Audit Items , a pop up window will appear. Enter the percentage of entities to audit and select a system query to find the entities. Clicking OK will generate the entities to audit.