Cycle progress

The cycle page shows how far the inventory has gone and what is still missing. Managers open it every day of a campaign to see the progress and to send the team to the assets not found yet; after closing, it holds the final report.

From the side menu, open Inventory cycles and click the cycle.

What’s on this screen

At the top: the cycle’s name, its status and its period, and the buttons available to you:

• Inventory cycles: back to the list.
• Export to Excel: downloads the discrepancy report (see Discrepancy report).
• Start cycle: on a draft cycle.
• Close cycle: on an active cycle.

Progress (Assets in scope that were scanned in this cycle.):

• The percentage and … of … scanned, with a bar.
• Assets in scope: the assets expected in the cycle: those in its branches and projects that are active, in maintenance, damaged or missing.
• Scanned: the assets in scope scanned at least once in the cycle.
• Not found yet: the assets in scope not scanned in the cycle yet.

Cycle details: Branches, Projects, Scans recorded (every scan recorded in the cycle, including repeated scans and scans outside the scope), Created by, Closed (date, time and who closed it, for a closed cycle) and Notes.

Below, the discrepancy tabs: Missing, Moved, Unregistered items and Found outside scope, each with its count. The page opens on Missing. See Discrepancy report.

How to follow up a campaign

1. Open the cycle and check the percentage and Not found yet.
2. On the Missing tab, use Branch / project and Last scan to plan where the team should look.
3. Come back during the day: the figures include every scan saved so far, including scans sent later from phones that were offline.

Note

The progress counts assets, not scans: scanning the same asset twice in a cycle counts once.

Required permission

Inventory cycles › View.