To configure this feature:

1. Ensure Configuring Sample Management is complete.
2. Create a security profile and permission set for auditors.
3. Create user__sys records for auditors.

4. Create a user group for auditors and assign the auditor security profile to the user group.

5. Add the appropriate users to the auditor user group.
6. Grant auditors the following permissions:

   Object	Object Permissions	Object Types	Field	Field Permissions
   sample_inventory__v	CRED	sample_inventory__v	audit__v inventory_date_time__v inventory_for__v inventory_from_date__v inventory_type__v mobile_created_datetime__v mobile_id__v mobile_last_modified_datetime__v no_sample_lots__v previous_inventory_date_time__v status__v submitted__v submitted_date__v unlock__v	Edit
   sample_inventory_item__v	CRED	sample_inventory_item__v	count__v	Edit
   			difference__v expected_quantity__v expiration_date__v inventory_name__v lot__v lot_lookup__v mobile_id__v sample__v u_m__v unlock__v	Read
   sample_lot__v	RE	sample_lot__v	active__v allocated_quantity__v batch_lot_id__v calculated_quantity__v expiration_date__v product__v sample__v sample_lot_id__v suppress_lot__v u_m__v	Read

7. Ensure the audit__v check box is added to the appropriate sample_inventory__v layouts.
8. Grant auditors access to the following tabs:
   • My Samples
   • Sample Inventory (optional)
9. Create the following Sharing Rules to share records with the auditors’ user group:

   Object	Rule Criteria	Share With	Access Level
   sample_lot__v	status__v = 'active__v'	Auditor Group	Viewer
   sample_inventory__v	status__v = 'active__v'	Auditor Group	Editor

To conduct a sample audit, create inventories for all appropriate users:

1. Select New Inventory from the Sample Inventories section of the My Samples tab.
2. Complete the appropriate fields. Use the inventory_for__v lookup field to select the appropriate user.
3. Select the audit__v check box to mark the inventory record as an audit record.

   

4. Select Save.
5. Select Submit from the More Actions menu on the saved record when the audit record is complete.

   

Once submitted, the sample_inventory__v record is locked. The inventory is logged for the audited user, the auditor is listed in the created_by__v field on the sample_inventory__v record, and the audit__v check box is selected, identifying the record as part of a sample audit.

To limit license use, sample admin users may deactivate audit users when the audit is finished.