Audit

The Audit feature allows you to review, verify, and validate your IT inventory. Employees can confirm whether the devices assigned to them are correct, while administrators can systematically verify all assets. This helps maintain accurate records and identify outdated or misplaced devices.

tip

Larger organizations typically run inventory audits 2-3 times per year.

Create a New Audit

1. Navigate to the Audit menu item on the sidebar.
2. Click the + Create Audit button.
3. Enter a unique Name for the audit (names cannot be reused across tenants).
4. Select the Participating Tenants from the dropdown (one or multiple).
5. Toggle Allow Self Verify to let employees confirm their own assigned devices.
6. Click Save to create the audit.

Audit Tiles

Each audit is displayed as a tile with its current status:

Status	Description
New	Audit created but not yet started. Use the play icon to begin.
In Progress	Audit is currently active and accepting verifications.
Completed	Audit has been closed with a completion date shown.

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Only one audit per tenant can be in progress at a time.

Employee Self-Verification

When Allow Self Verify is enabled, employees can review their assigned devices on their user page during an open audit:

• Click Verify to confirm a device is correct (green checkmark appears).
• Click Report to flag a problematic device, selecting from: Ownership, Do not need, Damaged, Lost, or Other. An optional comment can be added.

Audit Page

When an audit is in progress, the audit page displays:

• Audit name, tenant, and creation date at the top.
• Search bar — Look up devices by barcode or serial number and verify them.
• Scan button — Use a mobile phone camera or barcode scanner for quick verification.
• Verification summary — Total verified devices, broken down by employees, places, IT, and store.
• Show unverified devices — Toggle to highlight devices that have not yet been verified.
• Device list with columns: Tenant, Device name, Barcode, Serial number, Assigned to, Department, Auditor, Reported issue, Self checked, Verified date.
• Export to Excel — Download the complete audit list as an Excel file.
• Close audit — Use the red seal icon to finalize the audit.

Audit Workflow

1. Create a new audit and click the play icon to start it.
2. Search for devices using barcode or serial number.
3. Verify each device after inspection. Use the red bin icon to undo a verification.
4. Close the audit using the red seal icon once all devices have been processed.

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Learn more about verifying devices assigned to you as an administrator in the Employee Self Service guide.