Support files

Open a support ticket

Welcome!

Introduction

Help files

Basic functions
Cases, persons and items
Location setup
System customization
Chain-of-custody
PDA mobile tracking
System tools
User administration
Miscellaneous features
Troubleshooting

Technical documents

General technical info
Installation guides
Upgrade info

Additional info

News and articles

Performing audits with a PDA scanner

Updated on 6/10/2010

Version 6.5 | How do I tell which version we have?

The audit feature of Tracker Products software allows you to check the actual items in your inventory against the records in your tracking software. The process is actually quite simple. Just perform the following steps.

Performing an audit

Log-in to the PDA software

Click image to enlarge

1. Open the Tracker Products software on the PDA and login as normal.

Click on the Audits icon in the main menu of the PDA software

2. Select the Audit icon on the main menu.

Click on the Audits icon in the main menu of the PDA software

Click image to enlarge

3. Name your new audit and press Done.

(Choosing a consistent naming strategy will benefit you in the future when multiple audits have been performed and you need to differentiate between them.)

Scan your first bar code

Click image to enlarge

4. Scan your first location bar code.

Audit locations level graphic

Click image to view the graphic.

The order in which you scan your locations is not important but the LEVEL of the location is. If you begin by scanning a location that represents a parent of other locations, you will be required to scan all of the sub-locations associated with it. If you fail to scan each of a location's sub-locations, those sub-locations will be displayed as discrepancies when you run your audit.

If you are not sure how your location structure is organized, you should begin by logging into your Tracker Products software and inspecting your Locations setup by clicking on Customization and navigating to the Locations tab. Click the plus sign next to your parent agency to view the first level of your locations structure. Any location with a plus sign next to it means that it contains sub-locations. Again, click the plus sign to view the sub-locations associated with it.

Visit the Locations setup section for more information.

Scan the items in the location

Click image to enlarge

5. Scan each of the items associated with your current location and click Done.

Note: If the current location contains sub-locations, first scan the sub-location bar code before scanning the items' bar codes contained within it. Repeat until each sub-location within a scanned location has been scanned.

Repeat the process of scanning locations, sub-locations and items

Click image to enlarge

6. Repeat the process of scanning locations, sub-locations and the items within them until you have scanned all of the locations you wish to be included in your audit.

Place the PDA scanner in the dock to sync your audit

Click image to enlarge

7. When you have finished scanning your locations, place the PDA scanner on the dock.

Sync your audit

Click image to enlarge

8. Click on the PDA Transfer icon in the Tracker Products software main menu.

Click submit audit

9. Click the Submit Audit(s) button.


Viewing and understanding your inventory audit

Now that you have successfully performed an audit of the items in your inventory, the Tracker Products system will generate a report detailing any discrepancies between the actual items scanned and those listed in the system.

Viewing your PDA audit reports

1. Click the Audit drop down menu at the top of the main menu page and select Discrepancy report.

Viewing your PDA audit reports

2. Select the audit you would like to review.

No discrepancies listed in the audit report

Click image to enlarge

Your discrepancy report will be generated by the system. If no discrepancies are displayed, all of the items in your inventory have been stored and recorded properly.

Errors with scanned items

Click image to enlarge

Discrepancies with scanned items

If the system finds errors or discrepancies with the items you scanned during your audit, they will be listed in this section, along with information detailing the nature of the discrepancy.

Checked out: These are items that have been checked out of your tracking system but are still in your physical storage location.

Disposed: These are items that have been disposed in your tracking system but are still in your physical storage location.

Item scanned multiple times: These are items that were either inadvertently scanned more than once or duplicate labels have been printed and attached in error.

Wrong location: These are items that are listed in the system as being in storage in a certain location that differs from their actual physical storage location.

Errors with unscanned items

Click image to enlarge

Discrepancies with items that should have been scanned but were not

If the system finds errors or discrepancies with items that should have been scanned but were not, they will be listed in this section.

Not scanned: These are items that are listed in the system as being stored in the locations scanned - but were not scanned by you, meaning they are either missing or are mislabeled in the system.

Next step: PDA error codes