Audit your inventory

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Perform scheduled or blind audits of asset stockrooms and other locations such as offices or datacenters.

    Before you begin

    Role required: asset

    The asset or inventory_user role can only access the Asset Audits [sn_hamp_asset_audit] reports.

    About this task

    The asset audit process involves verifying and reconciling assets between a physical location or stockroom and the ServiceNow instance. This process includes identifying assets at a physical location by scanning QR codes attached to them and then checking if the corresponding asset records are present in the ServiceNow instance to generate the audit results. You can view precise inventory information through detailed lists and reports.

    You can create an audit on the ServiceNow AI Platform or the ServiceNow Agent app. Use the ServiceNow AI Platform to create scheduled audits and the ServiceNow Agent app for blind audits. For more details on scanning the assets, see Scan assets by using ServiceNow Agent app.

    Procedure

    1. Create an audit.
      InterfaceAction
      Core UI
      1. Navigate to Asset Audits > Asset Audits form.
      2. Select New.
      Hardware Asset Workspace
      1. Navigate to All > Hardware Asset Workspace > Inventory view.
      2. Select the Asset audit tab. The Asset audit tab displays a list of existing asset audits.
      3. Select New.
      ServiceNow Agent app
      1. Tap Assets.
      2. Select the audit that you want to perform.
        • To perform stockroom audits, tap Stockroom audits.
          1. Tap the more actions icon (More actions icon).
          2. Tap New stockroom audit.
        • To perform location audits, tap Location audits.
          1. Tap the more actions icon (More actions icon).
          2. Tap New location audit.
    2. On the Create New Asset Audits form, fill in the fields.
      Table 1. Create New Asset Audits form
      Field Description
      Audit number Audit reference number.
      Assigned to Person responsible for the audit.
      Type Type of the audit. The available values are
      • Location
      • Stockroom
      Status Present status of the audit.
      Stockroom Location where you want to perform the audit.
      Scan date Date when you want to scan the assets.
      Scheduled date Scheduled date when you want to perform the audit.
    3. Select Save.
      The Audit Results section is activated and shows the details of the audit result.
    4. Optional: View audit results on the ServiceNow AI Platform.
      1. Navigate to Asset Audits > Asset Audits.
      2. Select the audit.

        You can view the Asset audit form and the audit results. For more information, see Audit results.

        Figure 1. Asset audit form
        Audit Results shows a pie chart of assets grouped by state

    What to do next

    Scan assets by using ServiceNow Agent app.