Resource Check-Up & Diagnosis: Conducting a Database Audit

Brandi Nieland2-1-1 Maryland, Baltimore

Donnie House2-1-1 Helpline, Tulsa

2-1-1 Maryland

2-1-1 Oklahoma

Reasons for Conducting a Database Audit•Quality Control

▫Merged Databases▫Software Migrations▫Multiple Users

Reasons for Conducting a Database Audit•AIRS Standard Implementation

▫New Standards•AIRS Accreditation Requirements

▫Secret Shopper▫Review Prior to Site Visit

Adobe Acrobat Document

Types of Database Audits - Oklahoma•Service Type Audits

▫(i.e. Food Pantries)

•Database Element Spot Checks ▫(i.e. Service Hours)▫Download to Access/Excel

•City/County ChecklistAdobe Acrobat

Document

Types of Database Audits•Randomized Agency Record Audit

▫Percentage/Number of Records▫All Updated Records

•Audits vs. Peer Reviews

Audit Tools - Maryland•AIRS Resource Database

Self-Assessment Tool

•Style Guide

•Audit Form

Adobe Acrobat Document

Adobe Acrobat Document

Audit Tools - Oklahoma•Style Guide

•Resource Specialist Checklist

•Audit Form

Adobe Acrobat Document

Adobe Acrobat Document

Adobe Acrobat Document

Adobe Acrobat Document

Audit Process - Maryland•Completing the Audit

▫Review in resource module▫Survey to agency

Audit Process - Oklahoma•Completing the Audit

▫Review in resource module▫Review in contact module▫Review online

Audit Process•Providing Feedback to Specialists•Making Corrections/Adjustments•Keeping Records

Lessons Learned•Objective vs. Subjective•Consistency in the Auditor is Key•Balance Negative and Positive