Video Gallery

Video Gallery

Every 7-Asset help video, grouped by area: 74 videos. Select a title to open its guide.

Getting Started

Sign in and find your way· 1:15
Sign in with your work username and find the screens your role can use.
Read the Overview dashboard· 2:15
See the state of the asset register at a glance when you sign in.
Your profile and roles· 1:18
See who you are signed in as and which roles you hold.

Core Asset Lifecycle

Plan and acquire assets· 3:12
Take a business need through specification, budget, supplier and approval to a placed purchase order.
Receive a delivery· 2:17
Check a delivery against its purchase order and record what arrived.
Handle a receiving discrepancy· 2:07
Follow a shortage, rejected or damaged delivery line from the inspection to resolution.
Register an asset· 2:49
Create the record for one serialized asset with its identity, acquisition details and condition.
Tag an asset and check it is unique· 2:22
Give an asset its tag, barcode or QR reference and check nothing else uses it.
Put an asset away in the warehouse· 2:11
Move a received asset into a zone, rack and shelf position.
Test and prepare an asset for deployment· 1:37
Record testing, imaging, configuration and a quality check until the asset is deployment-ready.
Allocate an asset· 2:19
Assign an available asset to a destination and person.
Deploy an asset to its user· 1:53
Release an approved allocation, deliver it, and have the recipient accept it.
Transfer an asset between locations· 3:22
Move an asset from one location or custodian to another through approval, release and receipt.
Acknowledge receipt of an asset· 1:18
Accept or reject what was sent to you and record its condition.
Look after the assets assigned to you· 1:38
See the equipment in your custody and report changes, loss or damage.
Record maintenance on an asset· 2:09
Record an issue, service the asset and keep its service history.
Repair a defective asset· 2:45
Send a defective asset for repair and bring it back to be checked and classified.
Handle a warranty claim· 2:37
Check warranty cover, raise a claim with the supplier and track it to closure.
Replace a failed asset· 2:07
Provide a replacement for a failed asset and update both records.
Return or pull out an asset· 2:51
Bring an asset back to the warehouse, acknowledge and inspect it.
Classify a returned asset· 1:51
Decide what happens next to a returned asset and move it to the right area.
Reuse and redeploy an asset· 1:50
Return an inspected asset to available stock and allocate it again.
Retire an asset· 2:04
Request and approve retirement of an obsolete or unserviceable asset.
Record a data wipe· 1:14
Record how and when a data-bearing asset was wiped, with its certificate.
Dispose of an asset· 2:08
Authorize disposal after retirement and sanitization, and keep the evidence.

Inventory, Audit and Reconciliation

Run a cycle count· 1:59
Scope a count, record what is physically there, and sign off the differences.
Run a full physical inventory audit· 1:35
Verify every asset in scope for location and condition, then reconcile.
Work a discrepancy to closure· 1:59
Assign, investigate, propose a correction, get it approved, and close.
Adjust an inventory record· 2:20
Correct a wrong record with a reason, evidence and an independent approval.
Write off an asset· 1:51
Write an asset off with a documented reason and an independent approval.
Report a lost or stolen asset· 1:28
Report an asset as lost or stolen and let the investigation run.
Reconcile the inventory· 1:16
Build the opening-to-closing balance bridge and resolve the exceptions.
Follow up assets in transit· 1:37
Find assets still in transit and clear each movement.
Reconcile warehouse records with the system· 1:30
Compare the warehouse stock sheet with 7-Asset and investigate the mismatches.
Reconcile asset value and insurance· 1:49
Compare values, price sources and insurance records against the register.

Warehouse Operations

Record a receiving handover· 1:29
Record custody passing from the supplier or carrier to the warehouse.
Keep stock in the right zone· 1:20
Route stock into receiving, inspection, good stock, quarantine and the other controlled zones.
Move an asset inside the warehouse· 1:44
Move stock between zones, racks and shelf positions.
Dispatch an approved release· 1:32
Check the item, identify the carrier and release it.
Handle a return at the warehouse· 1:49
Acknowledge, inspect, classify and route returned equipment.
Record warehouse access· 3:19
Record who is authorized and who entered the warehouse.
Record safety and handling rules· 2:10
Keep stacking rules, rack load limits and inspections on record.
Attach warehouse documents· 1:13
Keep receiving, transfer, dispatch and count documents with their transaction.

Using 7-Asset

Find an asset· 1:48
Filter the register by code, tag, serial, barcode, name or model, or by status, and open the asset record.
Bulk load assets from a file· 2:09
Upload a controlled template, validate it, fix errors and load.
Manage suppliers· 2:35
Create, update and archive suppliers, and review how they performed.
Track a purchase order· 2:07
Record a purchase order and track what has been received against it.
Record a supplier contract· 2:21
Record a supplier or service contract and link the assets it covers.
Raise and work a ticket· 3:09
Log an asset issue and follow it through classification, assignment and resolution.
Scan an asset· 1:36
Identify an asset by scanning its code.

Users and Access

Create a user account· 1:46
Create a unique account and give it a role.
Assign a role· 1:37
Give a user the role that matches their responsibilities.
Change a user's access· 1:20
Change a user's roles when their job changes.
Disable an account· 1:12
Stop a user from signing in when they leave or change role.
Reset a password· 1:20
Set a new password for a user.
Roles and privileges· 2:21
See what each role may do, and create a role.

Support and Operations

Manage an incident· 3:19
Log, classify, assign, escalate and resolve an incident.
Find the root cause of a problem· 2:10
Investigate recurring incidents, act on the cause and check it worked.

Corrective Action and Risk

Open and close a corrective action· 2:12
Record the risk, owner, action and target date, then validate and close.
Escalate an overdue action· 1:04
Find overdue actions and escalate them to ITD management.
Review a recurring issue· 1:58
Review a recurring discrepancy or incident for root cause and prevention.

Reporting

Inventory by location and custodian report· 1:45
See every asset by location and custodian.
Receiving and discrepancy report· 1:29
Monitor deliveries, partial receipts and rejected items.
Movement and transfer report· 1:30
Monitor movements, approvals and assets in transit.
Audit and variance report· 1:27
Compare count and self-audit results with the register.
Defective, repair, warranty and returns report· 1:28
Monitor aging and status of defective and returned assets.
Retirement and disposal report· 1:33
Monitor retirement approvals, sanitization and disposal.
Asset value and insurance report· 1:45
Summarize quantities, approved costs, values and insurance.
Application service report· 1:41
See incidents and support performance for the application.
Weekly inventory and exception pack· 2:04
Produce and review the weekly pack.
Monthly inventory and exception pack· 1:60
Produce and review the monthly pack.
Module dashboards· 1:33
See the figures for each module on one page.
Read the audit log· 1:11
See who did what and when, and the stock movement ledger.

Audit Evidence

Collect and keep audit evidence· 1:49
Link source records to the activity they support and find them again for audit.