Starting an asset inventory

When beginning an inventory, Destiny allows you specify the assets to be included.

You can conduct an inventory by Home Locations, Departments, or Custodians, and/or the type or value of the assets.
In addition, you can have the inventory "ignore" items that have been seen recently.
You can also decide what action you want Destiny to take when the expected location of an item does not match the location in which you found it.

How do I start an inventory?

What does "items that have been seen" mean?

How do I start an inventory?

  1. Open Inventory in the Back Office. If there are tabs, select Assets.
  2. Click .
  3. Provide a unique name of up to 30 characters for this inventory. This name appears in the Asset Inventory selection list on the Inventory page and on all inventory lists and reports.
  4. If you're a district assets manager, select a site, a group of sites, or the district, from the For list.
  5. To limit the inventory to items that are currently assigned to or checked out to certain Home Locations, Custodians, or Departments:
    Select one of the three in the Limited to list.
    Note: If you're a district assets manager, you can choose only Custodian or Department.
    1. Click the Update button that appears.
    2. Select the check boxes for the Home Locations or Departments you want to include in the inventory. For Custodians, search for and select one or more.
    3. If you do not want to include items that are currently checked outfrom the selected Home Locations, Custodians, or Departments, clear the Also include items that have been checked out from… check box. Whether or not you clear the check box, inventorying a checked-out item does not check it in; the item remains checked out.
    4. Click OK to return to the Start Inventory page.
    To inventory only certain types of assets, click Update adjacent to Asset Types to select them.
  6. To inventory only assets that cost over or under a certain amount, select the term from the list next to Purchase Price and enter a dollar amount in the box.
  7. If you do not want to include items that have been seen recently, enter an earlier date in the box next to Except for items….
    Click calendar for a calendar.
  8. Select the action you want Destiny to take when the location on record does not match the location in which you found it. If you are uploading files of barcodes, the job summary includes any information about the difference in Location. For every item whose location changes, Destiny also creates an entry in its Transaction History.
  9. When you are ready, click OK, and Yes on the confirmation message, to begin the inventory and return to the main Inventory page.

Important: Once you make your selections here and click OK, you cannot change the selections.

If you have started an inventory that includes more than one site, Destiny creates a District Inventory job summary listing the sites included. To monitor the progress of the district inventories, click <percentage>% on the left side of the Inventory page.

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What does "items that have been seen" mean?

Every time Destiny updates information about an item during one of the following events or processes, Destiny also updates its date last seen information.

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