Audit

Unexpected circumstances like power outages or check-in chaos happen, and the Audit feature helps you keep your Check-In and Attendance records accurate. You can use this feature to edit the times, dates, attendance types, notes, and providers in existing Check-In and Attendance Timelines, add new events to an existing Timeline, and delete Notes, Attendance events, and Check-In and Attendance Timelines. It’s important to note that you cannot delete an individual Check-In event. This is considered the start of a complete  Attendance Timeline. You can also create new Notes and Check-In and Attendance Timelines. You must have the Attendance Auditing permission in order to use this tool.

To create a Record Audit List:

1. In the Menu, click Attendance.
2. In the submenu that appears, click Audit.
3. In the Audit List Builder, add a condition or multiple conditions to create your Record Audit List.
4. Click the VIEW STUDENT LIST or VIEW CAMPER LIST button.

To add, edit, and delete events and timelines:

1. In the Record Audit List, click the participant whose records you want to audit.
2. Click the event that you want to audit.
3. Do one of the following, depending on whether you want to add an event, edit an event, delete an event, or delete a timeline:
   • To add a new event, click the ADD NEW EVENT button, add the necessary information, and then click the ADD EVENT button.
     
     
     
   • To edit an event, click to select each box that you want to edit, and then make the necessary changes.
   • To delete an event, click the DELETE EVENT button located below the event. The event will be removed immediately.
     Important: If you click the DELETE EVENT button accidentally, immediately click the CANCEL button on the lower-left side of the page to cancel all changes you have made to an event.
   • To delete an entire timeline of events, click the DELETE TIMELINE button, and then click the CONTINUE button in the confirmation window that appears.
     Important: Deleting a timeline cannot be undone.
4. Click the SAVE CHANGES button. 

To add, edit, or delete a note:

1. In the Record Audit List, click the participant whose records you want to audit.
2. Click the event that you want to audit.
3. Click the Notes tab.
4. Do one of the following, depending on whether you want to add, edit, or delete a Note:
   • To add a note, click the ADD NEW NOTE button, and in the Note box, type your note.
   • To edit a note, click the EDIT button, and then make any necessary changes.
   • To delete a note, click the DELETE button.
     Important: If you click the DELETE button accidentally, immediately click the CANCEL button on the lower-left side of the page to cancel the removal of the note.
5. Click the SAVE button, and then click the SAVE CHANGES button.

To create a new Check-In and Attendance Timeline:

1. In the Record Audit List, click the participant whose records you want to audit.
2. On the lower-right side of the page, click the CREATE NEW TIMELINE button.
3. Add the information for the first event of a new record--Check-In. 
   Note: Check-In is the first event in any new Attendance record.
4. Click the ADD EVENT button to add the event to the timeline.
5. Click the ADD NEW EVENT button to add any other events such as Attendance Types and Check-Out.
6. Click the ADD EVENT button after you create each new event to save it to the timeline.
7. Repeat Steps 5 and 6 until all events have been added.
8. Click the SAVE CHANGES button.

In any Attendance or Check-In event, click the Auditors tab to see the name, date, and timestamps for all auditors of a record: