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:
- In the Menu, click Attendance.
- In the submenu that appears, click Audit.
- In the Audit List Builder, add a condition or multiple conditions to create your Record Audit List.
- Click the VIEW STUDENT LIST or VIEW CAMPER LIST button.
To add, edit, and delete events and timelines:
- In the Record Audit List, click the participant whose records you want to audit.
- Click the event that you want to audit.
- 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.
- To add a new event, click the ADD NEW EVENT button, add the necessary information, and then click the ADD EVENT button.
- Click the SAVE CHANGES button.
To add, edit, or delete an Attendance note:
- In the Record Audit List, click the participant whose records you want to audit.
- Click the event that you want to audit.
- Click the Notes tab.
- Do one of the following, depending on whether you want to add, edit, or delete an Attendance note:
- To add an Attendance note, click the ADD NEW NOTE button, and in the Note box, type your note.
- To edit an Attendance note, click the EDIT button, and then make any necessary changes.
- To delete an Attendance 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 Attendance note.
- Click the SAVE button, and then click the SAVE CHANGES button.
To create a new Check-In and Attendance Timeline:
- In the Record Audit List, click the participant whose records you want to audit.
- On the lower-right side of the page, click the CREATE NEW TIMELINE button.
- 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. - Click the ADD EVENT button to add the event to the timeline.
- Click the ADD NEW EVENT button to add any other events such as Attendance Types and Check-Out.
- Click the ADD EVENT button after you create each new event to save it to the timeline.
- Repeat Steps 5 and 6 until all events have been added.
- 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: