Self-audits versus peer audits of inventory counts
Key Takeaway
Self-audits and peer audits both use the Audited assessment type. For a peer audit, where a different person verifies the count, clone the Life Sciences Commercial permission set. Then assign "Request audits of multiple Inventory Count Assessment records" to the reps who submit counts, and assign "Perform audits of Inventory Count Assessment records" to the users who verify them.
In Sample Inventory Management, field sales reps record how many sample units they physically hold by creating inventory count assessments. The Audited assessment type covers two kinds of audit. In a self-audit, reps audit their own count. In a peer audit, a different person verifies the count. Peer audits use two separate user permissions, one for requesting audits and one for performing them, so the admin decides on purpose who asks for an audit and who carries it out.
Inventory count assessments
Creating an inventory count assessment requires the Life Sciences Field Sales Representative permission set and the Health Cloud Starter permission set. Each assessment has one of four types.
| Type | What it is |
|---|---|
| Initial | Selected by default the first time. Always has an opening balance of zero. |
| Ad Hoc | An unplanned count to prepare for an upcoming visit. |
| Periodic | A count at regular intervals. |
| Audited | A self-audit or a peer audit of the inventory count. |