Updated: Jun 14, 2022
With Sandeep Babber
In this article, you will learn how to do a stockroom audit using the mobile agent for HAM Pro as well as some of the features and capabilities of using the mobile agent. Scheduled audits are typically configured in the ServiceNow instance and ad hoc audits are usually done through the mobile agent. In this tutorial, we'll be walking through a common stockroom audit request.
Let’s pretend you are the stockroom manager for the New York Lexington Warehouse and you receive a new task in ServiceNow. The task states that two users have returned their laptops to the stockroom; however in ServiceNow, the devices were still assigned to them. Let's take a look at those devices and see if they have a user assigned to them. We can see both assets have different users assigned to them. Let's head down to the stock room and perform an audit.
Performing an Audit
Once you have arrived in this talk room, you load up the mobile agent on your cell phone. You’ll navigate to ‘asset’ and then ‘stockroom audits’. From here, you can select the top three dots at the top right hand corner and select ‘new stockroom audit’. You will now search for the stockroom in which you will be performing an audit on; in this case it will be the New York Lexington Warehouse. Then you’ll refresh the page by selecting ‘new update’. You can now see that there is an open stockroom audit and it has been assigned to you. When you’re ready to perform the audit, you will click on the scan button and begin scanning the assets in the warehouse.
Once complete you will select the Review button. As you’re reviewing the count of the scanned assets, you can see that you’ve scanned in multiple assets a number of times. Luckily for you, the mobile agent will only pass through results and will omit any duplicates that have been created, or you can manually delete any duplicates. In our example, the count is at 13; however we know there were only 11 scanned assets. Once completed, you will select the Submit button. You can now see that there were 9 scanned and expected assets and 2 scanned and not expected assets, totaling up for 11, not the 13 that we saw previously.
When you’re ready to complete the audit, you can select the three dots at the top right hand corner and click Complete. If you refresh the page, you will no longer see the open stockroom audit underneath the open stockroom audits. You can now go back to the ServiceNow instance and take a look at the results.
The Four Possible Outcomes
Let's take a look at the completed stockroom audit that we had just done. You can see the audit number, the type of audit that we completed, and where we completed the audit, which was the New York Lexington Warehouse. You can also see who it is assigned to, the status of it, and what the scan date was. When you take a look at the audit results, you can see that there are four possible outcomes:
New — showing the number of assets that were scanned but do not have a record in your ServiceNow instance.
Scanned and expected — displaying the number of expected assets that were scanned
Scanned and not expected —the number of assets that were scannable were not expected to be in the warehouse
Expected and not found — the number of expected assets that were not scanned.
In this case, we found out that there were 9 assets that were scanned and were expected. There were also two additional assets that were scanned; however, they were not expected to be in that stockroom. You can see the expected assets which were already populated within the ServiceNow instance.
Seeing Scan Results
To see the scan results you can click on the next tab over, and you can see all 11 of the scanned assets from our example. Under the audit status we can see the 2 that are not expected; these happen to be the 2 assets in question in which the task was raised for. If we now open up each one of these assets, we can now see that they've automatically changed to in stock and their stock group is the New York Lexington Warehouse. Their state stockroom and location has been updated automatically, and now the task can be closed.
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