Prerequisites

• Access to the Management > Inventory definition (AS042) menu.
• Previously created team.
• Previously created location.

Introduction

The main function of an inventory is to schedule an activity to evaluate, on-site, the assets of a certain location.

For example, in order to inventory a department of the organization, the user creates an inventory and adds a location for the department. The system will assemble a structure with all the assets associated with the selected location.

This way, when evaluating the assets of that department, the user will have a structure on which to base the evaluation. This will help them compare the assets of the system to those of the department, taking notes on which ones are not being used or are missing.

See how to define an inventory:

Defining an inventory

1. Access the Management > Inventory definition (AS042) menu.

2. Click on the toolbar button.

3. On the screen that will open, enter an ID # and a title for the inventory.

4. Select the execution deadline of the inventory.

5. Define the team responsible for executing the inventory. The members of this team will receive the "Inventory execution" to-do task.

6. Check the Execution approval option if you want for the inventory execution to go through approval. For further details, click here.

7. Select an asset type in order to restrict the assets that will be inventoried to the selected type.

8. In the Location section, associate the location of the assets that will be inventoried.

9. Click on the Structure tab to view the assets, associated with the locations, that will be inventoried.

10. Click on Save and exit to register the inventory.

Conclusion

The inventory is ready to be executed by the responsible team from the Execution > Inventory execution (AS043) menu. It is also possible to execute the inventory by clicking on the Execute button of its data screen.