Modify an inventory audit plan

As an audit plan manager, you can modify an existing audit plan on the Administration or Audit Planning tabs.

Create a new plan

• Create a new plan - Select the Add button in the upper-left corner of the grid (Audit Planning tab only).

Open or delete an existing plan

Select the three vertical dots button, then select the desired plan modification:

• Open an existing plan – Select the Open command. When you open a plan (Administration tab only), you can view plan count issues, scheduling issues, or the plan overview and status.

• Delete a plan - Select the Delete command.
  
  

  

Edit, duplicate, hold/release hold

Select the three vertical dots button, then select the desired modification (Audit Planning tab only):

• Edit an existing audit plan - Select the Edit command.

• Duplicate an existing plan - Select the Duplicate command.

• Put a plan on hold - Select the On Hold command.

• Release a plan from hold – Select the Release Hold command to release a plan that has been put on hold.