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What is a Shift Audit?

This article breaks down what a shift audit is within WebJoint

Daltry Martin avatar
Written by Daltry Martin
Updated over a year ago

Introduction:
Managing inventory accurately and effectively is paramount, especially for delivery drivers in the cannabis industry. One of the primary tools available for this task in WebJoint is the shift audit. This article aims to explain what a shift audit is, its purpose, and its functioning.

What is a Shift Audit?

A shift audit, in the context of WebJoint, refers to a targeted audit process focusing on a driver's inventory kit at the end of their working period or shift. Instead of auditing the entirety of your inventory, the shift audit zeroes in on what a specific driver should return with after completing deliveries.

Why is a Shift Audit Essential?

  1. Accuracy and Accountability: It ensures that what the driver returns with matches what they should ideally have, considering what they started with and what was delivered during the shift.

  2. Compliance: Regular shift audits ensure that your business operations remain compliant with regulatory requirements.

  3. Loss Prevention: Regular auditing prevents potential theft, misplacement, or errors related to inventory management.


​How Does the Shift Audit Process Work?

  1. End of Shift: Once a driver concludes their shift and they possess an inventory kit, WebJoint's system initiates the shift audit protocol.

  2. Assignment: The pending audit can be assigned to a designated employee for the initial count. It's crucial to note that this is a double-blind process. The assignee wouldn't have prior knowledge of the exact quantities the driver should have, ensuring unbiased counting.

  3. Confirmation or Adjustment Reporting:

    • The assigned employee counts the items in the inventory kit and confirms the quantities.

    • If discrepancies are found, the system allows the employee to report adjustments, detailing any variance from expected inventory.

  4. Secondary Verification: After the initial audit is done, the original person (or another assigned person) who initiated the audit process will re-enter the system. They will then review and confirm the reported counts and adjustments, ensuring accuracy.

  5. Audit Completion: Once the secondary verification confirms the audit's accuracy, the audit can be marked as complete in the system.

Conclusion:
Shift audits play a vital role in maintaining inventory integrity, especially for businesses that involve delivery drivers. The double-blind procedure ensures both accuracy and accountability. Regularly conducting and reviewing these audits will help businesses maintain a transparent and compliant operation, minimizing potential inventory-related discrepancies.

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