Scoping and launching an asset check
An asset check asks custodians to confirm, asset by asset, that they still hold what the register says. Open Assets, then Asset Checks, and create a campaign. Its scope can be narrowed by category, warehouse, location, custodian, the risk level you set on the asset, or the calculated risk score, either by band or by a minimum score. Only individually tracked assets that are with a custodian and are not lost or retired are taken in, because there is nobody to ask about pooled stock or an asset sitting in a store. Preview tells you how many assets the scope takes in before you save it.
Each campaign has a due date, a number of days after it before escalation, and the evidence every answer must carry: a label scan that must read this asset’s label, a GPS position with an optional accuracy limit in metres, and a photo. A campaign starts as a draft. Launch takes a snapshot of every asset in scope with the custodian holding it at that moment, one row each, and from then on only the instructions and dates can change, never the list. Close the campaign when the sweep is done, or cancel it.
In practice: an NGO in Kisumu has 140 laptops and 30 motorbikes with field staff. The operations manager scopes a campaign to the IT Equipment and Vehicles categories, requires a label scan and GPS within 50 metres, sets a due date ten days out and escalation after three days, previews 170 assets, and launches. A motorbike reassigned the following day has changed hands since launch, so its row can no longer be answered by anyone; the manager waives it with the reason, and the new rider answers for it in the next campaign.
Key takeaways
- Scope by category, warehouse, location, custodian, risk level or risk score; Preview shows the count.
- Only individually tracked assets held by a custodian and not lost or retired are included.
- Scan, GPS with an accuracy limit, and photo are each optional rules on the campaign.
- Launch fixes the list of assets and their custodians; only terms can change after it.