| Scroll ignore | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||
Report Description
The Asset Physical Verification report displays a drop-down list of Physical Verification requests and their respective statuses. You can view the Physical Verification Request ID, Request Type, No. of Selected Categories, No. of Selected Types, Status of verification, the E-mail Ids of the Users to whom the details are notified, Physical Verification approval details, and so on. You can also drill-down the reports to view the approval details by clicking the icons in the View Approval Details and View Asset Approval Details columns and the Manual Verification details by clicking the icon in the View Manually Verified Assets column. For . Admin or Analyst can access the report based on access privileges assigned through roles.
| Expand | ||
|---|---|---|
| ||
Asset Physical Verification Report provides extensive details on many important factors. This report is of utmost importance because when audits are conducted Asset physical verification completion is mandatory. Analysts or Admins can extract this report and understand which are the assets in the organization that still require a Physical verification, is Physical verification initiated, if initiated is it Completed or In Progress and so on. Asset Approvals and Manually verified assets can be viewed as well. |
For information about reports, see Viewing Reports.
Figure: Asset Steps to access Asset Physical Verification Report
1.Navigate to Reports > Asset Management > Asset Physical Verification Report
| Note | ||
|---|---|---|
| ||
To view the Approval Details, Asset Approval Details, and Manually Verified Assets, click on the icons in their respective columns and the details are displayed on a pop-up page. |
Figure: Approval Details pop-up page
Figure: Asset Approval Details pop-up page
Figure: Manually Verified Assets pop-up page
View Verified Assets
.
2.Click Filters on the Action panel to specify the filter criteria for generating the report. The criteria FILTERS pop-up appears.
Figure: Filters pop-up
3. Enter or select the values for Filter fields as described in the following table.
Field | Description |
Tenant* | Tenant is similar to department in an organization, example : Operations, IT. Select the Tenant name from the list. This is a mandatory field. For more information, see Configuring Tenants |
Category | Enter the specific from and To dates if required. This field is not mandatory. |
| Request Type | Request Type values are Store, Customer, Floor, Division. Select All can be chosen too. |
| Status | The Status of whether or not Asset Physical verification is In Progress or Completed. |
| From Date | Specify the From date to generate a report specific to that starting date. |
To Date | Specify the To Date to generate a report till the mentioned date. |
Request ID | Unique ID specific to Asset. |
4. Click SUBMIT.
The Asset Physical Verification Report is displayed
5. Select the Request ID checkbox and click VIEW MANUALLY VERIFIED ASSETS to view the drop-down list of manually verified physically verified asset Asset details.
| Note |
|---|
|
View Manually Verified Assets
Select the Request ID checkbox and click VIEW MANUALLY VERIFIED ASSETS to view the drop-down list of manually verified Asset details.
Figure: Manually Verified Asset Details pop-up page
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the ASSET PHYSICAL VERIFICATION REPORT page.
Filters
Click Filters to specify filter criteria to view a particular set of Physical Verification requests.
Figure: FILTERS pop-up page
Click PRINT to print this page.
EXPORT TO EXCEL
Hover the cursor on the EXPORT TO EXCEL, and select EXPORT ALL or EXPORT TO EXCEL. Click EXPORT ALL to export all the records to a Microsoft Excel sheet and EXPORT TO EXCEL to export the all the records displayed on this
| |
Select Request ID check box and VIEW MANUALLY VERIFIED ASSETS. For more information, refer table. Select the Request ID check box and VIEW VERIFIED ASSETS. For more information, refer table. |
6.Click the icon in View Approval Details Column to view the following report pop-up. Approval details consists of different levels of approval - Level 1, Level 2 and Level 3. Refer the following figure.
7. Click the icon in View Asset Approval Details Column to view the following report pop-up.
8.Click the icon in View Manually Verified Assets Column to view the following report pop-up.
Few of the fields that are present in the report are explained in the following table.
| Field | Description |
|---|---|
| Request type | The mode of request for Asset physical verification that was initiated. |
| Is Exclusion Applicable? | Should the physical verification be skipped / excluded. Possible entries here are Yes or No. |
| Verification Status | If the Asset was verified the Verification status will be Found, otherwise Not Found. |
| Verification Remarks | Any remarks, extra information is captured here. |
| Approver Level | There may be numerous levels of approvals for a particular verification. Example: Level 1, Level 2. |
| Approver Role | The role of the approver level. Example: Store executive, Manager and so on. |
| Updated By | The name of the employee who added or updated the Verification details. |
Click the Refresh Report 
to fetch latest details for the report. Any changes performed after the Reports page was loaded, will reflect if you click on Refresh Report
ACTIONS Anchor Table Table
You can perform the following actions from the ACTIONS panel of the Asset Physical Verification Report page.
EXPORT ALL
Click EXPORT ALL to export all the records to a Microsoft Excel sheet.Icon | Action |
| Prints the displayed report records. |
| Exports the displayed records on the page to a Microsoft Excel sheet. |
VIEW VERIFIED ASSETS
Select the Request ID check box, and click VIEW VERIFIED ASSETS to view the list of verified physically verified asset details.
VIEW MANUALLY VERIFIED ASSETS
Select the Request ID check box and click VIEW MANUALLY VERIFIED ASSETS to view the list of manually verified asset details.
Figure: MANUALLY VERIFIED ASSET DETAILS pop-up page
| Displays List of Physically verified Assets.
| |||||
| Displays List of Manually verified Assets.
|
| Scroll ignore | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||
|