By managing your assets or inventory in Compliance, you are able to organize, review, and track each item. Another major benefit for tracking assets is having the option to mark them as accounted for or missing.
This can be done throughout the year but as the Admin of the account, you can define the 'next audit due date'. When the next audit due date is defined, the custodian will be notified they need to take action by marking the asset as accounted for or missing. This eliminates the need to remind the custodian to review their assets as Compliance automatically does that task for you. This also puts the responsibility in the custodian hands to take action.
You have two options to add assets; by imports or manually. This article will outline the steps for manually adding the information to your account:
Log into your account and click the Administration icon in the left side bar.
Click Assets, then + Add an Asset in the top-right corner.
Fill out the Asset form. Name and Identifier are required fields. Asset Name, Other fields are a nice to have but we highly recommend to include.
Fields that need to be already loaded into the system for you to select are: Custodian, Contract Facility, and Container.
Click Save to complete the process.
Transfer, Destroy, Accounted For, Report Missing
To transfer, destroy, mark as accounted for, or report missing, click the checkbox next to the asset from the main assets menu (you can select more than one if you wish).
You can then choose one of those options from the actions list that appears at the top of the assets table.
For further instructions on transferring Assets specifically, check out THIS article.
To recap, the key benefits for managing Assets in Compliance are as follows:
Organize, review and track each asset.
Define a custodian for each asset.
The ability to mark the asset as 'Accounted for' or 'Missing'.
Define the next audit due date. This notifies the custodian they need to take action to mark the item as 'accounted for' or 'missing'.
The Custodians are able to view their assigned assets and mark them as accounted for/missing.