Inventory Sessions (Audits)

Inventory Sessions are the fastest way to verify “what’s really there” and keep your asset register audit-ready.

What it is

An Inventory Session is a tenant-wide audit workflow that:

takes a snapshot of the assets included in the session,
lets your team verify assets by scanning QR codes (or manually checking),
records changes (condition, assignee, location, notes, photos),
applies all staged changes to assets when the session is finished,
keeps a session history (visible in the sessions list and in each asset’s history).

Create a session (ad-hoc) or schedule one (scheduled sessions create an upcoming ad-hoc session ahead of time).
Configure scope:
- location (or All Locations), and
- whether to include all asset statuses (or exclude retired assets).
Start the session to generate the asset snapshot (the “expected list” for this audit).
Verify assets by scanning QR codes; capture updates (condition/assignee/location/comments/photos).
Finish the session to apply the changes.
Review results and download a CSV summary.

Sessions list: /inventory-checks
- Search sessions
- Create New Session (modal)
- Schedules (go to /inventory-checks/schedules)
Session detail: /inventory-checks/:id
- Status: Scheduled → In progress → Completed
- Start generates the asset list
- Progress shows scanned count and % complete
- During In progress, you can manually adjust scope:
  - Include item (add asset to this active session snapshot)
  - Exclude on a row (remove asset from this active session snapshot)
- Exclude guardrail: already scanned items cannot be excluded
- During In progress, each item has a View action that opens the scan modal
- When Completed, you can request a downloadable report

Optional enforcement: when enabled in workspace settings, completing a session will mark unscanned items as Lost.