Manage asset audits

With the Edit Asset Space permission, you can perform an audit of your assets to confirm you have counted each asset and verified its location. This permission gives you access to:

• The Perform Audit action on the following pages:
  • View All Assets
  • View All Assets (all fields)
  • Asset tab when editing a space record
• The Manage Audit page

The page also has features to customize your view.

To perform a new audit:

1. Select Assets > View All Assets or View All Assets (all fields).
2. Find an asset by searching or using a filter(s).

   Note: To view all assets, in the column of your choice, click . In the filter () section, select Check All, and then click Filter.

3. Select the checkbox next to the assets you want to audit.

   Note: You can also select Locations > Manage Spaces. Search for the space where the asset is located, and then click the Asset(s) tab.

4. Select Actions > Perform Audit. The Perform Audit page appears.
   
5. Do any of the following:
   • Update the audit Name.

     Note: The name defaults to include a date/time stamp of when the audit was created.

   • Select a Date.
6. To add additional assets, do the following:
   • Select an asset's Location from the drop-down.
   • Scan or type its barcode. If you have a carriage return setting for your scanner, the scan is done automatically. Otherwise, click Scan.

   Note: The Name, Date, and Location fields will not update until you submit an audit. Submitting an audit completes it – you cannot make further changes to it. If you still have assets to confirm, just go to another page in IT Asset Manager or click Back to Manage Audits at the bottom of the Perform Audit page.

7. For each asset already in the audit, do any of the following:
   • To verify the location of the asset, in the Confirmed column, select the checkbox.
     

     Note: The name of the user conducting the audit appears under Confirmed User, and a date/time stamp appears under Confirmed Date.

   • To update the asset location, under Location:
     1. Click .
     2. Select the desired location.
        
     3. Click .

     Note: Location changes update on the asset record after the audit is complete.

   • To remove an asset from the audit:
     1. Click . A confirmation pop-up appears.
     2. Click OK.
8. When all assets in the audit are accounted for, click Submit Audit.

When an asset is included in an audit, an Audit tab populates on the asset record detail page to track the audit history.

To view the associated audit, click its name. The date shows the audit creation date.

When an asset is confirmed in an audit, the Last Audit Date and Last Audit User Name are updated.

To view previous audits:

1. Select Assets > Manage Audits. The Manage Audits page appears.

   

   Note: When an audit is marked complete, the Audit page will show the audit as read-only to ensure accurate records for prior audits.

2. Click the name of the audit you want.