Manage Store Audit

Manage store audit operations by audit assignments, creating and publishing audit plans, and completing store audits.

For more information on managing store audits, see

• Override audit assignment
• Create an audit plan and generate cases and tasks
• Complete a store audit

.

• Override audit assignment
  As a Store Audit Manager, manually reassign a Store Audit Case or Audit Task to a different Auditor when the automated assignment rules have routed a record incorrectly.
• Create an audit plan and generate cases and tasks
  Use the Store audit playbook in CSM/FSM Workspace to author and publish an audit plan, then click Generate Cases/Tasks to create Store Audit Cases and Audit Tasks for all selected store locations.
• Complete a store audit
  As an Auditor, open your assigned Store Audit Case in CSM/FSM Workspace, visit the physical store, record observations in work notes and comments, close each Audit Task using Close Complete, then close the Store Audit Case.
• Complete a store audit from Retail Mobile
  As a Location Auditor, take your assigned Store Audit Case and Audit Tasks in Retail Mobile, complete the questionnaire, and close the case.
• Complete an Audit Task from Retail Mobile
  As a Location Auditor, open an Audit Task in Retail Mobile, complete its questionnaire, and close the task.