Equipment and Asset Tracking Best practices. Walks you through the best practices on tracking internal inventories or tools, equipment and other assets.
2. Why Track Equipment
Keep control of Warranty dates
Purchase the correct level of Insurnace
Ensure you know who has which piece of equipment
Pro-actively monitor overdue loans
Ensure employees/contractors return equipment
Keep equipment inventory to a minimum
3. Best Practices
Make sure every piece of equipment is tagged
Use Bar Codes / QR codes to allow scanning
Have a responsible party for each piece of equipment
Use mobile technology to allow entry in the field
Ensure there is one single master record with all
associated information; invoices, insurance, serial
number, warranty info, etc.
4. Label all Equipment
Labels should have at least 3 pieces of information
Declaration of Ownership
Contact Information
Machine readable unique identifier
5. Audits & Counts
Conduct periodic Counts of equipment inventories
Record the following information;
Date/Time
User recording the count
Condition of the Equipment
GPS co-ordinates of the count
Pictures if required to record damage/condition
6. Single Repository
Make your Equipment Tracking System the definitive
single repository for all Equipment Information
Invoice copy
Warranty Information
User manuals
Expected Life
Maintenance Costs and Transactions
7. ELTON
Equipment Location Tracking Online
Offered by AccountAbility Solutions Inc
info@accountabilitycorp.com
An equipment traking add-on for Salesforce