# IT asset inventory template worksheet

Adapt this planning resource to your environment. Examples are illustrative, not completed checks. Do not record secrets.

- Service / scope:
- Accountable owner:
- Reviewer:
- Environment / version:
- Review date:
- Approval / change reference:
- Next review trigger:

## Choose a stable record key

- [ ] Give each asset an internal ID that remains stable through renaming or reassignment.
- Environment-specific action:
- Expected result / stop condition:
- Observed result and evidence:
- Owner / due date:

## Capture fields that lead to action

| Asset ID | Type / service | Owner role | State / verification | Your record | Owner | Evidence reference | Status / due date |
| --- | --- | --- | --- | --- | --- | --- | --- |
| EX-001 | VM / internal file service | Infrastructure lead | In service / example date |  |  |  |  |
| EX-002 | Laptop / staff endpoint | Endpoint team | Assigned / example date |  |  |  |  |
| EX-003 | SaaS / documentation | Service owner | Active subscription / example date |  |  |  |  |

## Reconcile rather than blindly import

- [ ] Compare directory, endpoint-management, cloud and procurement records.
- Environment-specific action:
- Expected result / stop condition:
- Observed result and evidence:
- Owner / due date:

## Use lifecycle gates

- [ ] At onboarding, assign ownership and management before the asset enters service.
- Environment-specific action:
- Expected result / stop condition:
- Observed result and evidence:
- Owner / due date:

## Closure

- Outcome: not started / pass / partial pass / fail
- Exceptions, owner and due date:
- Acceptance / approval:
- Follow-up and cleanup:

Source article: https://happysysadm.com/it-service-management/it-asset-inventory-template/