Create the EOY Campus Audit Report with Last Verification Date

Follow this guide to build, format, and download your End of Year (EOY) Campus Audit Report in Incident IQ once your audit is completed.

If you have any questions, please reach out to Shane Mitchell.

Phase 1: Creating the Custom View

Step 1: Navigate to New View

Log into Incident IQ. On the main menu, click on the Assets tab, and then click on New View.

Incident IQ Assets menu with the New View option highlighted.

Step 2: Name the View and Add Filter

Change the name of the Custom View to: "[Your Campus] EOY Campus Audit Report" (e.g., Conroe High School EOY Campus Audit Report).
Click the Add Filter button.

Custom view creation screen showing the custom name field and the Add Filter button.

Step 3: Filter by Location

Click on Location Filters, and then select Location. Add your campus name in the search bar, click on your campus when it appears, and click Save Selection.

Location filter menu with a specific campus selected and the Save Selection button highlighted.

Step 4: Verify and Save

Double-check the top of the window to ensure your custom view has the correct campus selected, and then click Save. This will generate your Custom View.

Filter review screen showing the selected campus and the final Save button.

Phase 2: Formatting the Report

Now that the view is created, you must add specific data columns so your report has the correct information.

Step 5: Open View Settings

On your newly created Custom View page, click the View Settings button.

Incident IQ Custom View screen highlighting the View Settings button.

Step 6: Add Required Columns

In the settings menu, you need to add three specific columns to your report. Search for and add the following:

Serial Number
Room Number
Last Verification

View Settings menu showing the Serial Number, Room Number, and Last Verification columns added.

Step 7: Sort and Save

Change the "Sort Order" option to Room.
Change the "Page Size" to 200 per page.
Click Save.

View Settings menu showing the list sorted by Room, page size set to 200, and the Save button.

Success! You have successfully created and formatted your EOY Campus Audit Report.

Phase 3: Exporting and Submitting Your Report

Once your actual campus audit is fully completed, you must email your downloaded EOY Campus Audit Report Excel file to Shane Mitchell, along with your signed Campus Audit Certification Oath.

Step 8: Export the File

While still in the Custom View of your EOY Campus Audit Report, click the 3 lines icon (Action Menu) in the upper right corner, and then click Export.

Incident IQ Action menu showing the 3 lines icon expanded with Export selected.

Step 9: Choose Column Selection

In the export menu, choose the Column Selection option to ensure it only exports the specific columns you set up earlier. Then, click Export.

Export menu with Column Selection chosen and the Export button highlighted

Step 10: Download the Excel File

Incident IQ will process the request. Once finished, a download window will appear. Click the hyperlink of the Excel file to download it to your computer.

Incident IQ download confirmation window showing the clickable Excel file hyperlink.

Final Audit Requirements

Please ensure you follow these final cleanup and submission rules once your audit is completed:

Unknown Room Cleanup: Any assets on your final Custom View report that do not have a room listed, or have a verification date that is earlier than your Campus Audit date, should be placed in your Unknown Room in Incident IQ.
Submission: Email your downloaded EOY Campus Audit Report Excel file to Shane Mitchell, along with your signed Campus Audit Certification Oath.
Questions: If you have any questions, please reach out to Shane Mitchell.

Still have questions? Visit the Additional Help section for further assistance.