Lumiform / Templates / Asset Inventory Template

Asset Inventory Template

An inventory template is used to keep track of company assets. This could be anything from office space and supplies to merchandise and stocks. Having records of these items will help company management estimate their net worth and plan for future growth. With this template checklist, you can combine accounting, inventory, and maintenance into one streamlined process. Fill out the following information:

• General asset information
• Phone numbers
• Important addresses
• Points of contact
• Taxonomy
• Criticality
• Asset relationship
• Inventory sign-off

Downloaded 120 times

★ ★ ★ ★ ★

Rated 5/5 stars on Capterra

Say goodbye to paper checklists!

Lumiform enables you to conduct digital inspections via app easier than ever before

Cut inspection time by 50%
Uncover more issues and solve them 4x faster
Select from over 5,000 expert-proofed templates

Digitalize this paper form now

Cut inspection time by 50%
Uncover more issues and solve them 4x faster
Select from over 4000 expert-proofed templates

★ ★ ★ ★ ★

Rated 5/5 stars on Capterra

Asset Inventory Template

General Asset Information

General

*General Asset Information

Enter General Asset Information for the facility. You may enter one or multiple Other Names and Phone Numbers as part of the General Asset Information. All questions with an * are required.

*Asset Name

Parent Company

Doing Business As

Operating Entity

Website

Description

Other Names

You may enter one or multiple Other Name records(s) for an asset in the General Asset Information. Click 'add element' below to add additional fields for Other Names

Add a Other Name Record

Other Name

*Asset Phone Number(s)

You may enter one or multiple Phone Number records(s) for an asset in the General Asset Information. Click 'add element' below to add additional fields for Phone Numbers. All questions with an * are required

Add a Phone Number Record

*Phone Type

*Phone Number

Extension

Address

*Address Information

You may enter one or multiple Address record(s) for an asset. You are required to enter at least one "Physical" Address for an asset. For a "Physical" Address, data must be entered in the Lat/Long in the WGS84 Decimal Degrees (DD) format (xx, yyyyy); where "xx" is 2 digits and "yyyyy" is no less than 5, and directional orientation is determined by a positive (+) or negative (-) designation. All questions with an * are required.

Add an Address Record

*Address Type

No Street Address

Locate Address

*Address

Convert an Address to Lat/Long Follow the Web Link and enter the assets address, then copy/paste the results into their respective fields http://geocoder.us/

*Latitude

*Longitude

Point of Contact

*Points of Contact (POC)

You may enter on or multiple Point of Contact (POC) record(s) for an asset. When you enter a POC record, you must populate data in fields appended by an "*" unless otherwise noted. You may also enter one or multiple Address(es) and Phone Number record(s) for the POC. You are required to enter at least one of the following: Email, Address or phone Number for each POC you enter.

Add a Point-of-Contact

*POC Type

*Describe

Has Keys?

*Last Name

First Name

Middle Initial

Salutation

Title

E-Mail

Comments

*POC Address(es)

This section should be filled out in conjunction with each POC. You may enter one or multiple Address record(s) for an Asset POC. When you enter an Asset POC Address record, you must populate data in the fields appended by an "*" unless otherwise noted. An Address record must be entered if an Email or Phone Number does note exist.

Add a POC Address

*Address Type

*Address

*State

*County

*Zip Code

*POC Phone Number(s)

This section should be filled out in conjunction with each POC. You may enter one or multiple Phone Number record(s) for an Asset POC. When you enter an Asset POC Phone Number record, you must populate data in the fields appended by an "*" unless otherwise noted. An Phone Number record must be entered if an Email or Address does note exist.

Add a POC Phone Number

*Phone Type

*Phone Number

Extension

Taxonomy

*Taxonomy

You may enter one or multiple Taxonomy record(s) for an asset. When you enter a Taxonomy record, you must populate data in fields appended by an "*" unless otherwise noted. You must enter only one "Primary" Taxonomy. You can access the latest DHS Infrastructure Data Taxonomy document in Resource tab under Federal Resources/Publications. You can access the Taxonomy Document for reference by following the link. https://www.dropbox.com/s/lpdkeqkebs196ac/taxonomyversionfinal20081.pdf

Add Taxonomy

Primary

Taxonomy Code

*Sector

*Sub-Sector

Segment

Sub-Segment

Asset Type

Criticality

*Criticality

You must enter at least one Criticality designation for an asset in ACAMS. Criticality designation include: Critical Infrastructure, Mass Population, and Symbolic or Psychological Impact.

*Critical Infrastructure

When the asset meets the definition of Critical Infrastructure, you must enter "Yes" to the question: "Does this asset meet the definition of Critical Infrastructure?" The definition of Critical Infrastructure is: "Assets categorized as Critical Infrastructure include the systems and locations, which if compromised would cause an interruption in the continuity of operations or continuity of government of significant scale of duration."

*Does the asset meet the standards of Critical Infrastructure?

*Effect

*Explanation

*Mass Population

When the asset meets the definition of Mass Population, you must enter "Yes" to the question: "Does this asset meet the definition of Mass Population?" The definition of Mass Population is: "Assets categorized as Mass Population include locations and events that if compromised may generate injuries, illness or loss of life that are significant in their scale, method, or impact."

*Does the asset meet the standards of Mass Population?

*Effect

*Explanation

*Description

*Describe

*Mass Population is

*Reason for Gathering

*Describe

*Symbolic or Psychological Impact

When the asset meets the definition of Symbolic or Psychological Impact, you must enter "Yes" to the question: "Does this asset meet the definition of Symbolic or Psychological Impact?" The definition of Mass Population is: "Assets categorized as Symbolic orPsychological Impact include cultural, religious, or national icons/patriotic locations or events."

*Does the asset meet the standards of Psychological Impact?

*Effect

*Explanation

*Description

*Describe

*Impact Reason

*Describe

Asset Relationship

If no Asset relationship information is known to you, leave blank until later. You may enter one or multiple Asset Relationship record(s) for an asset; however, assets entered should already exist in the system. Three types of relationships are available in ACAMS: >Link – is a free-form association of assets, which can be used to relate any asset with another—for any interactions or interdependencies they may have. >Parent – is meant to provide a link to the asset's parent or parents (as in the case of a joint venture). For example, this would cover individual DC Metrorail stations belonging to the DC Metrorail system >Proximity – denotes a relationship between assets physically close to each other. . You are required to enter at least one “ Physical” Address for an asset. You must enter data in the Latitude and Longitude in the WGS84 Decimal Degrees (DD) format (xx.yyyyy); where “ xx” is equal to two digits, “ yyyyy” is no less than five digits, and directional orientation is determined by a positive (+) or negative (-) designation.

Add an Asset Relationship

Relationship Type

Asset Name

Address

State

County

City

Zip Code

Latitude

Longitude

Distance (mi)

Comments

Inventory Sign Off

Inventory Sign-off

Once all required fields of information have been completed. Please provide the date completed and sign below.

Date Completed

Name & Signature

Previous template

Next template

Please note that this checklist template is a hypothetical appuses-hero example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.