Audits Search and Filter

ℹ️ Audits is an upgraded feature available for Business and Enterprise Customers.

See Plans

In this article:

View, Delete, and Export

Views

There are several ways to View Audits:

Card View

This view allows a visual view of all of your Audits. You can use the Quick Status yellow pills to toggle between all of the various Audit statues:

Working, Draft, Sent/In Progress, For Review, Completed.

The Working tab provides a kanban-style workflow to easily see what Audits you have in the Draft, Sent/In-Progress, and For Review statuses. These are the stages of an Audit that require attention.

You can toggle between Card View and Grid view using the icons shown above.

Grid View

This view allows you to see more data at once using a spreadsheet-like interface.

Stages of An Audit

Draft: The Audit has been entered into ShareMyToolbox but has not been sent to the assigned Connection for action.
Sent / In-Progress: The Audit has been sent to the assigned Connection to complete.
For Review: The Audit has been completed by the assigned Connection and is ready for an Admin Connection to review and complete.
Completed: The Audit has been reviewed and marked as Complete by the Admin

Search and Filter

Audits can be also be located using the Search and or Filter options in the Audit menu. You can quickly filter between Audits of differing status by using the buttons above the search bar.

Click on the Audits menu in the sidebar
To search by Item that was included in the Audit, use the Search bar

You can narrow the search at any point by clicking the Filters button

Filter the list of Audits by:

- Date Range

- Item Records

- - Category
  - Manufacturer
  - Current Location

- Audit Records

- - Status
  - Connection
  - Condition
  - Confirmation Type
  - Item Confirmation

Click APPLY

View, Delete, and Export

View an Audit

To view an Audit record, simply click on the Card or on the Pencil icon in the card or Grid view record.

Here, you'll see the details of the Audit:

Audit Number (system generated autimatically)
Connection Audit is Assigned
Audit Completed Score
- This score is calculated based on the number of Items assigned to audit, and how many of those Items were confirmed.
Dates: Sent, Due Date, and Received Dates
Audit Item Count Results: Confirmed, Unconfirmed, Found

For more details on this screen, see:

Creating, Receiving, and Conducting an Audit

Delete An Audit

To Delete an Audit, click on the Trash Can icon in the card or Grid view record.

Here, you'll receive a warning as this action can't be undone.

Export Audits to Excel

You can export a single Audit to Excel, or a whole selection of Audits at once. This is useful for importing into other systems, or for further analysis.

Export Single Audit

You can export a single Audit from the Audit record in the card or grid view, or you can open the Audit record and export using the Export Icon in the top tool bar.

Export Multiple Audits

To export multiple Audits at the same time, toggle to Grid View. You can also use the search and Filter options to narrow your criteria. Once you have the list you desire, simply click "Export to Excel" in the top right of the screen.