1. Click To Do Audit from the side menu
2. From the dropdown select Cost Audit
3. Enter relevant search criteria in the available fields
- Repairer
- Assessor Name
- All Types
- Assessment Type
- Start Date
- End date
4. Click Submit button below to return the results
NOTE
A summary will appear to the right of the search fields displaying the number of jobs selected for audit, the number of incomplete audits and a number of audits that are complete for the criteria selected.
5. Review the list and tick the checkboxes next to the relevant jobs, this will mark them for audit
6. To action the audit, click on the quote number to the left of the relevant job
7. Click Manage Job and select View Cost Audit
8. On the cost audit page, scroll down the page to the items section and review line items
9. In the Variance column enter the adjusted hours or if displaying net amounts the adjusted amount
10. Include a reason for the variance to the right by selecting from the Reason column dropdown
- Alternate part
- Inconsistent
- Not required
- Over stated
- Repairable
11. Continue through the line items, click Save to update the information entered and leave the Audit Complete status as no
OR
11. Click Approve to submit and update the Audit Complete status as Yes
Cost Audit Worklist
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