(1) Audits: Verification

You can now verify audits from the Audits tool in the Control Panel, using the same process as record verification. In addition, you have the option to change the status directly from the selector in the status column of the table.

You can now verify audits from the Audits tool in the Control Panel, using the same process as record verification. In addition, you have the option to change the status directly from the selector in the status column of the table.

Furthermore, each status in Audits has its own explanatory tooltip. Below is a detailed description:

• Verified: Audits that have been completed and are configured for verification, and have already been successfully verified. This status only appears if the audit is set up for verification.

• To Be Verified: Audits that have been completed and configured for verification but have not yet been verified. This status also only appears in audits that require verification.

• In Progress: Audits that are not yet finished; therefore, they cannot be moved to “To Be Verified” or “Verified.” This status applies to audits whether or not they are configured for verification.

• Completed: Audits that are concluded but not configured for verification. This status only applies to audits that do not require verification.

How can I check the audits with Andy?

(2) Tasks: Verification

The Tasks tool now incorporates the same verification functionality already used for Records and Audits. Each task can have different statuses: Not Completed, To Justify, Justified, To Verify, Completed, and Verified allowing you to manage and filter tasks more thoroughly and maintain clear oversight of their progress.

Each status has its own explanatory tooltip. Below is a detailed description:

• Not Completed: The task is enabled in the APP, but no action has been taken yet, and the due date has not passed. This status applies to both tasks that are configured for verification and those that are not.

• To Justify: The task’s due date has passed, and it was not justified in time. This status applies whether or not the task is configured for verification.

• Justified: The task also exceeded its due date but was justified correctly. This status appears only for tasks that are not configured for verification.

• To Verify: The task was completed, justified, or marked as N/A in the APP and is set up for verification, but it has not yet been verified. This status only appears in tasks configured for verification.

• Completed: The task was finished on its scheduled date or marked as N/A. This status only applies to tasks that do not require verification. If verification is required, the task automatically moves to “To Verify.”

• Verified: The task was completed, justified, or marked as N/A in the APP and, because it is configured for verification, it has already been successfully verified. This status applies only to tasks that require verification.

On the home screen of the Control Panel, you will also find a widget displaying the number of Tasks, Records, and Audits pending verification, giving you a quick overview of the activity that requires your attention.

Related article: How can I check the tasks with Andy?

(3) Tasks: Task Activity Report via Email

From the Control Panel, you can now set up email notifications summarizing the activity of your tasks. You may choose a daily, weekly, monthly, or quarterly frequency—or even combine multiple frequencies—and can unsubscribe at any time. You will receive a report in your inbox with data from your stores.

Please note that, for the moment, this configuration is only available for users with level 9 access.