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Inventory counts
An inventory count is a periodic check that the equipment you've handed out is still with the right person and in the condition you expect. The Inventory screen is where Site Connect will run these counts in rounds.
Where to find it
Menu: HR › Assets › Inventory · Address: hub.siteconnect.ai/assets/auditWho can use it: Admins by default. Others need View on the Inventory permission to see the menu item — see Roles and permissions.
Not available yet
The Asset audit screen opens, but audit rounds can't be created in Site Connect yet: selecting Create audit round shows an error, and the list of rounds stays at No audit rounds yet. This page will be updated as soon as inventory counts are switched on.
Check your equipment in the meantime
You can already run a simple count with the Asset list and Handover and return.
See what each person is holding
- Open HR › Assets › Asset list.
- Set the status filter to In use.
- Choose a person in All users to see everything they currently have.
- Walk the list with them, or ask them to confirm each item.
Record what you find
- Something is broken or missing an accessory: record a return with Revoke on the Handover and return page. Mark each accessory ✓ Complete, Missing or Broken, set the Condition, and choose Send for maintenance if it needs repair.
- The asset is fine and stays with the person: nothing to do. If you want to note the check, open the asset and add a line to its Notes with the pencil icon.
- The details are wrong (serial number, model, supplier): open the asset and correct them with the pencil icon.
Check stock that nobody holds
Set the status filter to Available to list what should be in storage, and to Maintenance for what's out for repair. Compare it with what's on your shelves.
Good to know
- Everything you record through handover and return shows up in each asset's History tab, so your checks leave a trail even without audit rounds.
- To update many assets at once after a count (for example new serial numbers or notes), use Import from file on the Asset list. Rows that match an existing asset code update that asset.