Inventory Sessions (Audits)

Inventory Sessions are the fastest way to verify what is physically present and keep your asset register audit-ready.

What it is

An Inventory Session is an audit workflow that:

• creates a working list of the assets you want to verify
• lets your team confirm items by scanning QR codes or checking manually
• records updates such as condition, location, and assignment
• keeps a session history you can review later

How it works

1. Create a session manually or from a schedule.
2. Choose the scope, such as a location or a broader workspace audit.
3. Start the session to generate the list to verify.
4. Scan items or review them manually.
5. Finish the session and review the results.
6. Export the report when you need to share follow-up actions.

Best practices

• Define the scope before scanning starts.
• Make one person responsible for each session.
• Do not guess when an item is missing; finish the audit and review the exceptions afterward.
• Use follow-up reports to resolve unscanned, damaged, or relocated assets.

Related docs

• Inventory Schedules
• Inventory Audit Playbook
• Export (CSV)