Stock counts

An audit round is a physical check: walk the office, confirm each asset is where the system says it is, and record what you actually found.

Menu path HR › Assets › Inventory

Address https://hub.cnvconnect.com/assets/audit

Permission asset_audit:view

Who uses it office managers, finance

The screen

1. Page title — asset audit: reconcile and confirm assets by round.
2. Create audit round — starts a new count. Refresh beside it re-reads the list.
3. Round summary — total assets assigned, confirmed, awaiting confirmation, and how many have issues.
4. Audit round panel — the rounds you have run; empty until you create the first one.

How to…

Run a count

1. Select Create audit round and name it after the period ("Q3 2026, Toronto office").
2. Choose the scope — everything, one location, or one asset type.
3. Work through the generated checklist, marking each asset as found, missing or in a different condition than recorded.
4. Close the round. Discrepancies stay attached to it as the record of what was wrong.

Deal with what you find

Finding	Action
Asset present, wrong holder	Record a handover to the real holder
Asset missing	Set its status accordingly and note the round it disappeared in
Condition worse than recorded	Update the condition on the asset

Notes

• Counting is only useful if it is repeated — a round per quarter beats one exhaustive round per decade.
• A closed round is a snapshot; later changes to assets do not rewrite it.
• Assets held by people who have left are the most common finding, which is why off-boarding should always include a revoke.