IT Asset Audit Record

The IT Asset Audit Record is used to conduct physical verification of IT and Fixed Assets to validate asset condition, location, and compliance. It maintains an audit history for each asset for each audit execution.

Audits can be created as random or scheduled and configured as internal or external. Each audit is performed using predefined templates (checklists) that define the verification criteria for auditors. The module tracks audit progress, completion status, and audit results across selected asset categories.

What You See on the Screen

The IT Asset Audit Record page displays all created audit records, including their current status, progress, and assigned auditors. Users can search, filter, schedule, and manage audits, and create and apply audit templates.

Audit Records | Basic Details

Label	Action	Description / Example
Search	Type keywords	Search audit records by Audit ID or Audit Title. Minimum three characters are required to trigger a search.
Filter	Select criteria	Filter audits using fields such as Audit ID, Audit Name, Contact Person, State, Status, Audit Type, Category, Auditor, and Creation Time. Conditions include in, not in, equal to, not equal to, contains, and not contains.
Select Date Range	Choose a time window	Filter audit records based on creation time. Examples: Current Hour, Last 60 mins, Today, Last 7 Days, etc.
Template	Select from the drop-down	Used to manage audit templates (checklists). Options include: View Template (review existing checklists) Add Template (create a new checklist for audits). Click here to view the steps to add templates.
Add New Audit	Click to create	Create a new audit record by defining audit details, category, audit type (internal/external), auditors, schedule, and assigning a template.
Audit ID	Click ID	Unique system-generated identifier (for example, AUD0106) used to track the audit record.
Audit Title	View text	Displays the audit name, such as "Quarterly Laptop Audit."
Contact Person	View avatar/name	Primary point of contact responsible for the audit.
Status	View state	Indicates the audit lifecycle state: Open-New In progress- Ongoing on hold- pending Close -Audit Done
Audit Type	View value	Specifies whether the audit is performed for IT Assets or Fixed Assets.
Category	View value	Shows the asset categories included in the audit, for example, Laptop, Desktop, Workstation, and Windows Server.
Audit Status	View progress	Displays completion progress such as 0 of 10 Completed or 10 of 10 Completed, with a visual progress indicator.
Creation Time	View timestamp	Shows when the audit record was created in the system.
Internal Auditors	View icons/count	Displays the assigned internal auditors responsible for performing the audit.
External Auditors	View icons/count	Displays assigned external auditors if the audit is marked as external.
Schedule Details	View schedule	Shows whether the audit is scheduled or run immediately, along with planned execution details.
Audit Completion Time	View timestamp	Displays the date and time when the audit was completed.
Actions Icons
Edit	Click icon	Modify audit details such as title, auditors, schedule, or assigned template before completion.
Audit	Click to perform	Launch the audit execution screen where auditors perform checks based on the assigned template.
Audit Details	Click icon	View detailed audit responses, checklist results, asset verification status, and auditor inputs.
Delete	Click icon	Permanently remove the audit record from the system.

Templates

Templates define the checklist used during an IT Asset Audit. They specify what an auditor must verify for each asset, including condition, serial number, location, compliance details, and custom verification points.

Templates ensure audits are performed in a structured and consistent manner and can be reused across multiple audit records. Assigning a template is mandatory to execute an audit.

Add Template

To create a new template:

• Navigate to IT Asset Audit Record.

• From the top panel, select Template.

• Click Add Template to configure a new checklist.

Templates are built by selecting relevant asset attributes and adding custom input fields that auditors will complete during the audit.

Add Template | Basic Details

Label	Action	Description / Example
Template Name	Enter a value	Provide a meaningful name to identify the checklist. Example: Laptop Physical Verification
Common Asset Columns	Select from the drop-down	Select standard asset attributes that apply across asset types. Option Includes: Criticality, Service Status, Business Function, etc.
Specific Asset Columns	Select from the drop-down	Select asset-type–specific attributes for verification. Option Includes: Status, Installation Date, State Change Reason, etc.

Checklist Fields

After selecting the required asset columns, add verification fields to build the checklist. These fields define what the auditor must review or capture during the audit.

Available field types include:

• Email – Capture an email address for confirmation or contact

• Text – Record short text inputs such as serial numbers or remarks

• Number – Capture numeric values like counts or measurements

• Dropdown – Provide predefined options for selection

• Text Area – Capture detailed comments or observations

• Check Box – Confirm yes/no or compliance-based checks

• Date – Record a specific date

• Date and Time – Record a precise date and time of verification

Once all required columns and checklist fields are configured:

• Click Submit to save the template.

• The template becomes available for selection while creating or editing an IT Asset Audit Record.

Saved templates can be reused across multiple audits to maintain uniform verification standards.