This topic describes how to create an audit. Users with
audit permission can perform this task.
Procedure
- Log in to the Asset Inventory Management Services for WebSphere® Sensor Events application.
- Click . At the top of this screen,
you will see a four step process for creating an audit.
- Choose the Audit Type. If
you choose Book to Floor, you will proceed
to steps 2 and 3 in the four step audit process. Otherwise, you will
proceed directly to step 4. For Floor to Book and Mass
Deletion audits, you do not need to search for assets
to be assigned to the audit during the creation process. Instead,
you start with an empty list.
- Enter an Audit Identifier. The
audit identifier is a unique text string used to describe the audit.
Up to 25 alphanumeric characters are possible. This field is mandatory.
If you enter an audit identifier that already exists, you will be
alerted and asked to enter an alternate name.
- Click Next. If you chose Book
to Floor, follow the next steps. If you chose another
audit type, proceed to step
- On the next screen, complete the fields in the different
sections in order to limit the scope of the audit search.
- Audit: This section is informational and
displays the audit identifier and the audit type.
- Location Filter: This section enables you
to limit the audit search by the zone or location for the auditable
assets.
Checking the Select All Zones ensures that all zones
are considered for the audit. Alternatively, navigate through the
zones tree and choose only the zones that you want included in the
audit. You must select at least one zone.
- Item Type Filter: This section enables
you to limit the audit search by the item type and by the relationships
between items, such as parent and children. You must choose a minimum
of one item type.
Checking Select All Item Types ensures
that all item types are included in the audit. Alternatively, you
can limit the audit to a selection of item types by selecting the
desired ones from the Item Type list.
Checking Include
all Children assets in an audit ensures that the complete
relationship tree of assets is included in the audit. For example,
checking this box ensures that if an item such as a Rack is chosen,
then all of its children, such as Servers, are also included in the
audit.
- Sampling Criteria Filter: This section
enables you to limit the audit quantity to a fixed number of assets
or to a percentage of the total number of assets.
You can select
either a percentage of assets or a fixed number of assets to be audited.
To select a complete audit set 100% as the
quantity. Selecting a quantity less than 100% (or less than the total
number of assets) returns a list of randomly selected assets based
on that percentage or quantity. This is referred to as a partial audit.
Note that when choosing a partial audit, you could end up with slightly
more assets in the audit if the option Include all Children
assets in an audit is checked.
- Advanced Search Criteria: This section
enables you to limit the audit search based on specific item type
properties that you selected in the Item Type Filter section.
To enable the Advanced Search Criteria section,
click the add link and additional fields appear
on the lower portion of the screen.
- You can filter based on any property of an item type. This may
be useful if you need to audit only certain types of assets belonging
to a particular parent entity.
- Enter an expression for each item type or it will be excluded.
- Click Next.
The
next screen shows an audit summary with this information:
- The total number of assets to be audited
- The number of top level items. These items have no parents. They
could have children, or they may be stand-alone assets.
- Other audit items, such as children assets
- The number of zones with items, which is the total number of zones
applicable for this audit
Clicking the Details icon shows all
the details relating to that top level asset. Clicking the Children
Audit Items icon opens a window with information on that
item's children.
- Click Next. The
audit confirmation screen appears.
- Click Create to generate the list
of assets against the audit identifier.
Note: Clicking Abandon cancels
the audit creation and remove the audit from the database.
After you click Create, the
process takes a few moments, and then the Assign Audits screen
appears.
What to do next
Assign the audit to
a handheld device.