Watch and Learn - Online Asset Cycle Count
Watch this video to learn how the Asset Cycle Count Feature works within our asset tracking solution.
Conducting Asset Cycle Counts on the Web App
Users can perform Asset Cycle Count Transactions on the Web Application the same way they would on the Mobile App. System Administrators must configure whether they want blind or dynamic Asset Cycle Counts and if they want to allow users to add new assets or not.
Performing a Blind Asset Cycle Count
Performing a Blind Cycle Count is a very simple process that only requires users to choose the asset location of where the Count is taking place, scan the assets, and process the cycle count.
Performing a Dynamic Asset Cycle Count
Performing a Dynamic Cycle Count is slightly different. Once users choose the location, the system will auto-populate which Assets or fixed assets should be found there. As users scan the Asset items, they will populate into one of three panels to be processed: To Be Found, Found, and Unidentified.
How to Perform a Dynamic Cycle Count on The Mobile App
When our asset tracking software users perform a Dynamic Asset Cycle Count Transaction on the Mobile App, the scanned Assets will populate to three panels: To Be Found, Found, and Unidentified.
Once the location they are counting the Items from is selected, the assets will auto-populate at the bottom of the screen in the “To Be Found” panel for that location. As you scan each Asset, they will be added to the “Found” or “Unidentified” panel. Unidentified Assets are items that should not have been or were not previously added at that location.
Conducting Blind Asset Cycle Counts on The Mobile App
Blind Asset Cycle Counts are very useful for System Administrators who do not want the users who are conducting the cycle count to know what Assets should be there. This is helpful for organizations that want to control which individuals are given a certain level of security. This prevents any error in cycle counts due to users misrepresenting what was found or is still missing.
Add New Asset Items
If users scan an Asset that does not already exist, System Administrators can choose between two methods when allowing users to add new assets during a Cycle Count. Administrators can allow users to “Add” or “Add with details”.
- The “Add” option allows users to add Assets just by their Asset ID and location
- The “Add with details” option will bring up the full Asset file form where users can add Assets with whatever details they want
Auto Move Assets
System Administrators have the ability to enable the Auto Move feature. Once enabled, Assets will automatically be moved to the Location they are found in. When disabled, Assets remain in their original Location, and the System Users will have to conduct a move transaction if they choose to relocate those Assets. This feature applies to both the Web and Mobile Applications.
Generate Reports on the Web App
Users can generate three types of Asset Cycle Count Reports on the Web Application.
- Asset Cycle Count Report: This report generates reports of all assets found at the location
- Asset Cycle Count Missing Report: This report generates reports of all of the assets that should have been at the location but were not found
- Asset Cycle Count Moved Report: This report generates reports of any assets that were found at the location but should not have been there and were moved
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