Inventory Verification and Field Audit
Author: Unknown
Conduct field audits of deployed equipment. Verify asset records match physical reality, identify missing labels, and update SnipeIT with current assignment and condition information.
Prerequisites
- SnipeIT instance is up to date with known asset records.
- Barcode scanner or mobile device with barcode scanning capability is available.
- List of users or departments to audit is prepared.
- Audit schedule has been communicated to affected staff.
Audit Checklist
- Asset located and physically present
- Barcode label is readable and intact
- Serial number matches SnipeIT record
- Assigned user is correctly recorded in SnipeIT
- Equipment condition is documented (functional, damaged, missing components, etc.)
- Follow-up actions are identified (relabeling, condition update, reassignment, etc.)
Field Audit Procedure
- Identify the user or location to audit. Coordinate timing to minimize disruption.
- Confirm the user has equipment assigned in SnipeIT.
- Physically inspect each asset listed in SnipeIT as assigned to this user.
- Scan the barcode on each device using a barcode reader or mobile app.
- Verify the scanned asset tag matches the SnipeIT record.
- Inspect the equipment condition. Note any damage, missing components, or functional issues.
- Confirm the equipment is actively in use or properly stored at the assigned location.
- If equipment is found at a different location, update the assignment in SnipeIT.
Discrepancy Resolution
Asset found but barcode is missing or unreadable:
- Locate the serial number on the device.
- Verify the serial number matches the SnipeIT record.
- Generate and apply a new barcode label using the Device Stickering Procedure.
- Update SnipeIT to reflect the relabeling.
Asset listed in SnipeIT but not found at the location:
- Confirm the user has not relocated the equipment.
- Check with the IT Manager for recent transfers or disposals not yet recorded.
- If the asset remains unlocated after verification, mark it as “missing” in SnipeIT with the date and location where last seen.
Physical asset found that is not in SnipeIT:
- Locate the serial number and model information.
- Search SnipeIT for the asset by serial number.
- If not found, create a new asset record using the Asset Intake Procedure.
- Apply a barcode label and update assignment information.
Equipment condition has degraded or failed:
- Document the condition in SnipeIT notes field.
- Photograph damage if applicable.
- Flag the equipment status in SnipeIT (e.g., “needs repair,” “out of service,” “decommission”).
- Escalate to IT Manager if repair or replacement is needed.
Recording Audit Results
- For each asset verified, update SnipeIT with current information.
- Confirm location and assigned user.
- Update condition status.
- Record the audit date.
- Flag any assets requiring follow-up action.
- Generate an audit report from SnipeIT showing summary results (total assets audited, discrepancies found, actions required).
Escalation
Missing asset: Notify the IT Manager immediately. Determine if the asset should be marked for decommission or if a search is warranted.
Major discrepancies (10% or more of audited assets misaligned): Escalate to Director of IT for review and potential process improvements.
Equipment requiring repair or replacement: Route through standard IT ticket system or request process.
Documentation
Maintain audit records including:
- Date of audit
- User or location audited
- Total assets verified
- Discrepancies found
- Actions taken
Notes for Team Discussion (to be refined in Tuesday and Thursday meetings)
- Define barcode scanning method. Will the intern use a dedicated barcode scanner, a mobile phone with an app, or both?
- Confirm SnipeIT fields for audit tracking. Does SnipeIT support audit history, or do we track separately?
- Define “condition” statuses. What values go in SnipeIT for condition (functional, minor damage, major damage, non-functional, etc.)?
- Define frequency and scope. How often should field audits occur? By user, department, location, or all devices annually?
- Clarify missing asset protocol. At what point is an asset marked for decommission vs. continued search?
- Define relabeling protocol. Can the intern relabel in the field, or must they bring equipment back to the store room?