Auditor quick campaign audit

1. Learning objectives and end state

• View pending audit data by dealer and campaign application on the web.
• Complete a web or on-site campaign audit.

2. Prerequisites

• The current campaign type contains a Campaign Audit node.
• A store has submitted Promo Proof that can be audited.
• Before an on-site audit, the field-work rule includes the Campaign Audit action or audit scenario.

3. Step-by-step procedure

Step 1: Open the audit entry

1. On the web, go to Campaign > Campaign Management > Campaign Audits.
2. On mobile, open Campaign Audit from the Workstation home page.

Step 2: Complete an audit

1. Filter campaign types that have auditable campaigns.
2. Find the target dealer and campaign application in the list, and click Audit.
3. Review the store’s Promo Proof and details, then evaluate the execution result.
4. After the audit, view the result in the upper-right corner.

1. In the audit scenario, view stores within 10 km that have participated in campaigns.
2. Visit the store. If it has participated in multiple campaigns, select the target campaign first.
3. The system retrieves the store’s most recent execution data for the campaign. Evaluate it at the store.
4. Complete and submit the evaluation.

4. Run and verify

1. The audited count increases and the pending count decreases in the Campaign Audit list.
2. Confirm that the execution data changed from pending audit to audited.
3. Confirm that a new audit record appears in the Promo Proof Audit list.

5. Next steps

• Perform a campaign audit
• Write off store expenses
• Finance owner quick Expense Write-off