Physical Asset Inventory Scenario

Original article: https://cli.im/article/detail/2110

I. Key Benefits

By generating asset label QR codes in bulk and utilizing bulk record-adding functionality, this solution achieves:

• Comprehensive asset information display through QR code scanning
• Instant inventory confirmation with scan-triggered record creation
• Mobile-friendly data updates for asset information modifications
• Automated reporting generating physical inventory lists from collected data

II. Workflow Process

1. Admin Setup: Super administrators generate asset QR codes using bulk templates, linking them to inventory forms.

2. Field Operation: Inventory staff access the mobile workbench to:

   • Select "Physical Inventory" form
   • Record status updates (e.g., "No changes", "In use")

3. Efficient Scanning: Use continuous camera scanning to:

   • Add inventory records per scanned QR code
   • Automatically update asset statuses through form rules

4. Dynamic Updates: Edit sub-codes to modify custodian information or essential asset details when changes occur.

III. Data Management & Export

Post-inventory operations include:

Status Dashboard

• View statistical breakdowns of inventory completion rates
• Drill down into status details

Bulk Export Functionality

• Export combined asset information and inventory records
• Generate comprehensive physical inventory reports

IV. Configuration Guide

1. Bulk QR Code Generation

• Use template library or create custom bulk templates
• Import asset lists via Excel for batch QR code generation
  Learn about bulk templates

Key Setup:

• Add control panels to templates
• Link to inventory forms
  Form functionality guide

2. Status Tracking Configuration

Define asset status categories:

• Inventory Status:

  • Inventoried (no changes)
  • Inventoried (with changes)
  • Not inventoried (default)

• Asset Condition:

  • In use (default)
  • Damaged
  • Scrapped
  • Idle

Status management guide

3. Automated Status Updates

Configure conditional rules for automatic status changes based on form submissions:

4. Bulk Record Creation

• Available to super administrators and advanced members
• Enables high-speed scanning with continuous camera function
  Feature details

5. Mobile Editing Permissions

Configure sub-code editing:

• Restrict editing by user groups/departments
• Customize editable fields and button placement
  Permission settings

V. Recommended Templates

Physical Asset Inventory Template

Asset Label Template