This standard operating procedure (SOP) will guide the IT staff in the process to handle the inventory of IT hardware on a periodic scheduled basis.

Handling the Inventory of electronic equipment is important for several reasons:

  • Helps (to the company) to keep track of the statuses of devices, ensuring that they are being organized efficiently (working properly and backups).
  • It also helps to identify any equipment that is outdated (probably required improvements) or no longer needed (scrapping), saving expenses on maintenance costs and reducing clutter in the workplace.
  • Additionally, an Inventory process can help to identify security risks associated with its equipment and related software later on.

In AdvaCare, the revision of the IT Hardware Inventory document will follow two different approaches, based on the frequency and scope/scenario of the assignment, following the best practices and as an IT Policy.

As mentioned, the inventory revision would follow 2 main approaches:

  • Specific Revision: based on required inventory updates, inventory data is updated every time a device is moved, changed or removed from the IT Hardware Inventory document. Frequency is related to the specific moment or scenario when an update has been required to apply.
  • General Revision: inventory review every 6 months, only consists of confirming that the file is up to date and if it is not, updating the corresponding data.

In this process, one role (person) from the IT department is involved:

  • IT Operations Supervisor is responsible for running hardware inventory and compiling the results.

For this purpose, the IT Hardware Inventory file has been created.

The fields of this document are described below:

  1. Devices sheet.
  2. ID

    Field Name

    Description

    1

    Category

    Drop-down field with the options:

    1. Computer.

    2. Keyboard.

    3. Mouse.

    4. Monitor.

    5. RAM-Card.

    6. Solid State Drive.

    2

    ID

    Computer name in Windows. The format should be [Number]-PC.

    3

    Purchase Date

    Date of purchase of the device in mm/dd/yyyy format

    4

    Status

    Drop-down field with the options:

    1. Works.

    2. Improvement.

    3. Damaged.

    4. Unknown.

    5

    Last Maintenance Date

    Date of last maintenance performed on the device in mm/dd/yyyy format

    6

    Branch

    Drop-down field with the options:

    1. China.

    2. India.

    7

    Location

    Drop-down field with the options:

    1. WH/INDIA-space.

    2. WH/IT-space.

    3. WH/MKTG-space.

    4. Spot assigned.

    8

    Currently Assigned to

    Drop-down field with the names of the employees.

    9

    Previously Assigned to

    Drop-down field with the names of the employees.

    10

    Availability

    Drop-down field with options:

    1. Analysis (case-1): First evaluation for device performance.

    2. Operative (case-2): Operatibility and assigned.

    3. Backup (case-3): Operatibility and no-assigned.

    4. Immediate Fix (case-4): Requires enhancement and possibly assigned.

    5. No-Backup  (case-5): Requires enhancement but possibly no-assigned.

    6. Scrap  (case-6): Refers to no usable devices.

  3. Accessories sheet.
  4. ID

    Field Name

    Description

    1

    Category

    Drop-down field with the options:

    1. Adapter

    2. Device

    3. HDD

    4. Wire

    2

    ID

    Unique identifier for each accessory.

    3

    Purchase Date

    Date of purchase of the device in mm/dd/yyyy format

    4

    Branch

    Drop-down field with the options:

    1. China.

    2. India.

    5

    Location

    Drop-down field with the options:

    1. WH/INDIA-space.

    2. WH/IT-space.

    3. WH/MKTG-space.

    4. Spot assigned.

    6

    Additional Remarks

    Additional remarks that do not fit into any of the previous fields.

After the file has the updated data and has been reported in the respective Odoo task, this activity can be marked as completed.

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