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Managing Inventories

 

 

  1. Session Setup & Scope Definition (Web Console)
    • Administrators open audit sessions under Inventory > Manage.
    • Sessions can be scoped globally across all sites or restricted by specific Companies, Buildings, or Rooms.
    • Multiple sessions can run simultaneously for different facilities without cross-contaminating audit data.

2.

 

2. Reconciliation & Audit Closure

  • Administrators monitor real-time audit progress (% Found vs. % Unfound) via the Dashboard or Manage pane. More detailed reports are available from Reports > Inventory > Open.

  • Once field scans are complete, the session status is updated from Active to Closed.

  • Note: Closing an inventory session is permanent and prevents further scans, preserving the audit trail for financial reporting. Dedicated closed inventory reports can then be exported to Excel, CSV, or PDF.