69.1 Advanced Asset Operations

AssetCentral includes additional operational workspaces for Asset Audits, Appreciation, Depreciation, QR scanning, and Reports.

Availability depends on the permissions assigned to the signed-in user.

69.2 Asset Audits

An Asset Audit provides a structured way to verify selected assets and record the result of the review.

The confirmed Audit workflow includes information such as:

• Audit Name.
• Audit By.
• Audit Date.
• Audit Status.
• Selected Assets.
• Audit Notes and Checklists.

69.3 Creating an Audit

1. Open AssetCentral Audits.
2. Select Create Audit when available.
3. Enter the Audit information.
4. Select assets using the available criteria.
5. Review the selected assets.
6. Save the Audit.
7. Open it and verify the Audit scope.

69.4 Selecting Assets for an Audit

The Audit workflow supports selecting assets using criteria including:

• Category.
• Location.
• Status.

Choose criteria that match the physical or operational scope of the Audit.

69.5 Audit Notes and Checklists

Use Audit Notes and Checklists to document what was reviewed and any discrepancies identified during verification.

Record findings while the audit is being performed rather than relying on memory after the physical inspection is complete.

69.6 Completing an Audit

The interface distinguishes completed and not-completed Audit states and provides a Complete Audit action.

Complete an Audit only after the selected assets and required notes/checklist information have been reviewed.

69.7 Appreciation

AssetCentral contains an Appreciation workspace for users with the corresponding view permission.

Use Appreciation information to review recorded value increases associated with applicable assets. Interpret the records together with the asset details and the business information already stored in AssetCentral.

69.8 Depreciation

AssetCentral also contains a Depreciation workspace for permissioned users.

Use Depreciation information to review recorded value reduction over time for applicable assets. Keep the underlying Asset record accurate so value-related reporting remains connected to the correct item.

69.9 QR Scanner

The AssetCentral navigation includes a QR Scanner.

Use the scanner to help identify an Asset represented by a compatible QR code and then confirm the resulting Asset details before performing an action.

A scan should accelerate identification, not replace verification of the actual asset.

69.10 Asset Reports

Users with AssetCentral Reports permission can access its reporting workspace.

Use reports to analyze Asset information across the records available to your account. If a report reveals incorrect data, correct the underlying Asset record through its normal permitted workflow.

69.11 Audit Discrepancies

If a physical Asset does not match the CRM record:

1. Confirm the Asset identifier.
2. Review the recorded Location.
3. Review Status and responsibility.
4. Record the Audit finding.
5. Use the appropriate operational Asset workflow to correct verified data.
6. Do not alter unrelated records to force the Audit to appear complete.

69.12 Recommended Audit Workflow

1. Define the Audit scope.
2. Select assets by appropriate criteria.
3. Physically verify each Asset.
4. Record Notes and Checklist results.
5. Investigate discrepancies.
6. Update verified source records when required.
7. Complete the Audit.
8. Review related Asset reports.

69.13 Best Practices

• Use precise Audit scopes.
• Verify physical identifiers.
• Record findings during the Audit.
• Use the QR Scanner as an identification aid.
• Interpret appreciation and depreciation against the correct Asset record.
• Correct source records rather than report output.