Selecting Audit Samples

Related to Product: SectyrHub 340B

Applies to: SectyrHub 340B Users and Auditors

Description: This article outlines the steps to select samples for an audit. 

Upload Transactions

1. On the right side of the header "Data," click the Upload icon
2. Select the file 
   • The file should contain the headers indicated as a part of the source mapping.
     • If there are columns included in the mapping that are not in the file, the upload will not be completed
     • If there are columns in the file that are not a part of the mapping, the upload will successfully complete but will not bring in the unmapped fields
   • You will receive an Upload Successful message upon completion. 

Auto-Select Samples

1. On the right side of the header "Data," click the Upload icon
   • You will see a pop-up of the auto-select criteria that have been designed for this type of audit 
2. Click "Accept"
   • The auto-selector tool will run through all uploaded transactions to identify the transactions that meet the selected criteria. Once identified, the samples will populate into the data table

Hand Select Samples

1. On the right side of the header "Data," click the Search icon
2. Use the filters to add and modify search criteria
3. Click the refresh icon to view transactions that meet the search criteria 
   • You will see a pop-up of the auto-select criteria that have been designed for this type of audit 
4. Highlight the transactions you wish to audit
   • Select a block of samples: Click the first sample, Shift + Click the last sample
   • Select non-continuous samples: Control + Click
5. Click the Add button to add the highlighted transactions to the audit
6. Once added, click Cancel to close the pop-up. The data table will refresh and reflect the newly added samples

Remove Samples

1. In the data table, highlight the transaction(s) you wish to remove from the sample 
   
   • Select a block of samples: Click the first sample, Shift + Click the last sample
   • Select non-continuous samples: Control + Click
2. Click the X icon on the right side of the header "Data"
   
   • Highlighted transactions will be removed from the audit sample

Video: (Tip: Play the video, then click the  arrows in the player to enter full screen.)

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