Wavelink / 44

Inventory verification tasks

The preserved fixed-scope stock-check workflow

Inventory verification is one of the task types. For standalone activities, maintenance or certificate checks use Tasks → New task and choose the appropriate category. Verification retains its frozen item scope and saved results.

1. In Tasks → New task → Inventory verification, enter a clear title and choose the inventory. A creator must be an administrator or a designated head of the responsible department with Task management and Inventory view permission.
2. Choose the responsible department and one or more enabled users with Tasks view and perform access. A Supervisor or department member is not automatically a department head.
3. Select the item records. Choose Selected records only, Selected boxes and all their contents, or Selected boxes only. Check the scope carefully; a box-only task is not a contents verification.
4. Optionally choose a UTC due date/time and add instructions. Save the private task. Its scope is frozen at creation; later inventory additions are not silently added.
5. Assignees open Tasks → Assigned to me, record results and submit for review. The responsible head or an administrator reviews the submission and either returns it with instructions or completes it.

Task lists, direct links, verification results, history and PDF reports check current access. Removing an assignee or department-head membership removes access to that task on the next request. Existing downloaded reports or saved local recovery copies cannot be recalled. Use trusted accounts and protect devices.

Tasks can contain Missing and Discrepancy results. Submission requires every scoped item to have a current result; the reviewer explicitly acknowledges discrepancies before closing. Moving an item or its box requires rechecking when it changes the expected position. A completed report keeps its closing state.

In-app NEW UPDATE alerts identify assignments, reassignments and review changes. Open a task to acknowledge the current alert. This does not complete the work. Alerts require the app to be open and connected; there is no email or background push notification. A due date does not create an automatic recurring task.

Choose all inventory or a whole section

Create verification task offers all active inventory, a location, an owning department, an original source tab, a box, or selected individual items. Review the item count and separate box-contents choice. Search only filters the preview of a whole section; it does not reduce the scope. The saved scope is fixed; an inventory change before creation requires refreshing. Choosing all never bulk-marks stock Found.

Scan and relocate during assigned verification

Use Scan QR in the open task to find one of its assigned items. Scanning does not reveal items outside your task or change its scope. Read-only or submitted tasks do not open an editable check.

An authorised assignee may use Found elsewhere? Move & verify… only with Inventory view and Move items permissions. Assignment alone does not grant movement rights. A box containing items outside this private task cannot be moved from the task: an authorised person must use Inventory, then the assigned records are refreshed and rechecked. Submitting, reviewing and task privacy work as before.

On a computer, the inventory-item picker also supports Ctrl-click, Shift-click and Ctrl+A within the visible list. On touch devices keep using the selection boxes. These select records only: confirmation, verification, dispatch and receipt remain separate deliberate actions.