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Asset Auditor App
Overview
• SyAM’s Asset Auditor mobile application works in conjunction with
Site Manager to audit your IT assets on the go
• This includes the ability to:
–
–
–
–

Add new assets
Edit existing asset information
Adding pictures of assets
Adding GPS coordinates of assets using the GPS functionality of your
mobile device

• All changes made can be uploaded to the Site Manager Database
and approved by an Administrator

2
Initial Download
• After opening the app for the
first time you will see this page
• To begin a new audit press
Audit your Assets

3
Audit Your Assets Page
• Press New at the top of the
screen.
• Enter the Site Manager IP/Port
#
• Press Connect
• After you’ve connected choose
a location and press Begin
Audit

4
Perform Audit Page
• You should now see the perform
Audit Page
• Press Begin Audit to continue
• When you are done auditing
assets you need to come back
to this page and press
Complete Audit.
• You can also choose to start a
new audit or delete your current
audit by pressing the buttons at
the top of the screen

5
Scan Screen
• Here you can type in the serial
number of the asset and then press
Scan.
• This will pull up the asset number for
the asset you entered.
• Alternatively, you can scan the
barcode associated with the asset if
there is one.
• You can change the default scan
preference on the settings page.
• To perform the audit efficiently, make
the default scan preference the field
that is unique for all assets. Ex.) If all
assets have a unique serial number in
the Site Manager database, use serial
number as the default field.
6
Editing Assets
•
•
•

After scanning or manually entering the serial number, the asset information now
appears.
You can press any text field to edit. In this example we changed the description.
Once you make your changes you can press Update.

7
Adding an Asset
• New assets can be added by typing in
the serial number (or other default
search field you have chosen) or
scanning the barcode of an asset that
is not currently in the Site Manager
database.
• Assets already in the database will
auto fill as you type.
• In this example shown we are typing in
1234 for the serial number.
• After you type in the serial number
press scan

8
Adding an Asset
• After you scan the new asset
you will notice all of the text
fields are blank except for
Serial Number, since you
already typed that in.

9
Entering Fields For New Asset
•
•
•

You can enter asset information by pressing on any of the rows and typing in the text.
You also have the option to take a picture of the asset, and retrieving the GPS location. The location
works through the GPS function of your phone, so wherever you scan the asset is where the
coordinates are taken from.
Once you make your changes press Update.

10
Uploading Your Audit
• Once you make all of the
changes, go back to the
Perform Audit Page by
pressing
and press
Complete Audit

11
Approving in Site Manager
• From the Drop Down Menu choose Asset Management.
• Press
to view a list of recent audits.
• Press reconcile on the Audit you completed.

12
Reconcile Page
•
•
•
•
•

On the Reconcile page you will see all assets that are new or edited during that audit.
Yellow indicates a new asset
Blue indicates that a change was made to a specific field(s)
Gray will show assets that were already reconciled and updated to the database.
You can choose to accept all changes made, or select all changes to certain assets
or fields by checking the appropriate checkboxes. For example, you can deselect the
description field if you do not wish to make any changes to any of the description
fields.

13
Barcode Compatibility

Device
iPad 2
iPad 3 w/Retina
iPhone 4s
iPhone 5
Google Nexus 7

Code 128
No
Yes
Yes
Yes
Yes

EIN - 13
Yes
Yes
Yes
Yes
Yes

ISBN
No
Yes
Yes
Yes
Yes

UPC-E
No
No
No
Yes
Yes

Code 39
No
Yes
Yes
Yes
Yes

EIN - 8
No
Yes
Yes
Yes
Yes

QR Code
Yes
Yes
Yes
Yes
Yes

Data Matrix ASCII
No
No
No
No
Yes

Interleaved
No
No
No
No
Yes

UPC-A
No
Yes
Yes
Yes
Yes

14

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Asset auditor - Steps in the Audit Process

  • 2. Overview • SyAM’s Asset Auditor mobile application works in conjunction with Site Manager to audit your IT assets on the go • This includes the ability to: – – – – Add new assets Edit existing asset information Adding pictures of assets Adding GPS coordinates of assets using the GPS functionality of your mobile device • All changes made can be uploaded to the Site Manager Database and approved by an Administrator 2
  • 3. Initial Download • After opening the app for the first time you will see this page • To begin a new audit press Audit your Assets 3
  • 4. Audit Your Assets Page • Press New at the top of the screen. • Enter the Site Manager IP/Port # • Press Connect • After you’ve connected choose a location and press Begin Audit 4
  • 5. Perform Audit Page • You should now see the perform Audit Page • Press Begin Audit to continue • When you are done auditing assets you need to come back to this page and press Complete Audit. • You can also choose to start a new audit or delete your current audit by pressing the buttons at the top of the screen 5
  • 6. Scan Screen • Here you can type in the serial number of the asset and then press Scan. • This will pull up the asset number for the asset you entered. • Alternatively, you can scan the barcode associated with the asset if there is one. • You can change the default scan preference on the settings page. • To perform the audit efficiently, make the default scan preference the field that is unique for all assets. Ex.) If all assets have a unique serial number in the Site Manager database, use serial number as the default field. 6
  • 7. Editing Assets • • • After scanning or manually entering the serial number, the asset information now appears. You can press any text field to edit. In this example we changed the description. Once you make your changes you can press Update. 7
  • 8. Adding an Asset • New assets can be added by typing in the serial number (or other default search field you have chosen) or scanning the barcode of an asset that is not currently in the Site Manager database. • Assets already in the database will auto fill as you type. • In this example shown we are typing in 1234 for the serial number. • After you type in the serial number press scan 8
  • 9. Adding an Asset • After you scan the new asset you will notice all of the text fields are blank except for Serial Number, since you already typed that in. 9
  • 10. Entering Fields For New Asset • • • You can enter asset information by pressing on any of the rows and typing in the text. You also have the option to take a picture of the asset, and retrieving the GPS location. The location works through the GPS function of your phone, so wherever you scan the asset is where the coordinates are taken from. Once you make your changes press Update. 10
  • 11. Uploading Your Audit • Once you make all of the changes, go back to the Perform Audit Page by pressing and press Complete Audit 11
  • 12. Approving in Site Manager • From the Drop Down Menu choose Asset Management. • Press to view a list of recent audits. • Press reconcile on the Audit you completed. 12
  • 13. Reconcile Page • • • • • On the Reconcile page you will see all assets that are new or edited during that audit. Yellow indicates a new asset Blue indicates that a change was made to a specific field(s) Gray will show assets that were already reconciled and updated to the database. You can choose to accept all changes made, or select all changes to certain assets or fields by checking the appropriate checkboxes. For example, you can deselect the description field if you do not wish to make any changes to any of the description fields. 13
  • 14. Barcode Compatibility Device iPad 2 iPad 3 w/Retina iPhone 4s iPhone 5 Google Nexus 7 Code 128 No Yes Yes Yes Yes EIN - 13 Yes Yes Yes Yes Yes ISBN No Yes Yes Yes Yes UPC-E No No No Yes Yes Code 39 No Yes Yes Yes Yes EIN - 8 No Yes Yes Yes Yes QR Code Yes Yes Yes Yes Yes Data Matrix ASCII No No No No Yes Interleaved No No No No Yes UPC-A No Yes Yes Yes Yes 14