Audit Management

• Audit for particular project can be done from this form

Screen: Landing Page

Steps

1. Click on the Menu to open Audit Management Landing Page.
2. It displays list of previously added Audits.
3. Click on button to add new audit.

• Following screen will open

• Select Utility Type
• Select Project Name
• Customer Name, Project Start Date and End Date will be displayed
• Select Audit Start Date
• Select Audit End date
• Select Single or Multiple Auditor
• Click on button to save the details
• Click on button to close the form.
• Click on button to reset all fields.

Note: Audit project cannot be created, If audit settings is not created for customer and audit form is not created.

1. Click on button to edit corresponding audit detail.

• Following Screen will open

• After Click on Edit button user can change details.
• Installer wise Audit Percentage table will be displayed in Grid view
• If Audit Cycle Failed, then “Yes” displayed in grid column and Increase days will be applied for particular installer.
• If Administrator wants to change the audit start day & end day or percentage for the installer then he can do by editing the records shown in Installer Audit Cycle Details.
• Click on button to save the Changes.
• Click on button to close the form.

1. Click on icon to clone the audit project

• Following screen will open where user can select the new utility type and project name and save the audit settings

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