Inventory Audit
Scheduled county and precinct inventory audits — filter by category, print the blank form, record the counts, generate the report, and distribute it to specialists and cc recipients.
Schedule an audit for a county or precinct, narrow it to a category, and print a clean PDF audit form for the count; record what's found, generate the report PDF, and distribute it to the specialists who own the items and the cc recipients who need a copy — so the periodic count is a tracked event, not a loose spreadsheet.
What you can do
County or precinct
Run an audit scoped to the whole county or a single precinct, so each office counts only what it's responsible for.
Filter by category
Narrow the audit to a category, so a count can focus on one class of items instead of the entire warehouse at once.
Print the blank form
Generate a printable PDF audit form to carry into the field — the lines to count, ready for pen and clipboard.
Generate the report
Record the counts and produce the audit report as a PDF — the finished, filed record of what was found.
Send to specialists & cc
Distribute the report to the specialists who own the items and to cc recipients who need a copy on file.
Schedule the audit
Set the audit on a date so the periodic count is planned, owned, and on the calendar rather than ad hoc.
A typical workflow
- Schedule the audit — set its county or precinct scope and a date.
- Filter by category — narrow it to the class of items being counted.
- Print the form — produce the blank PDF audit form for the field.
- Record the counts — enter what was found against each line.
- Generate the report — produce the audit report PDF.
- Distribute it — send the report to specialists and cc recipients.
A closer look
A precinct schedules its quarterly tool audit, filters to the equipment category, and prints the blank form for the yard crew. The crew walks the shelves and marks the count; the clerk records it, generates the report PDF, and distributes it to the equipment specialist and cc's the precinct administrator. The finished report is the filed record auditors ask for — and any variance against the live inventory is caught the same day.
Staff:
/dashboard/inventory-audit — scheduled audits with category filter, printable forms, the generated report, and the distribution list.Works with
Inventory / Warehouse for the stock and locations the audit counts against · Equipment for the tracked gear an audit verifies.