How to Track Asset Relocation: A Step-by-Step Guide

Melisa Wrobel October 13, 2022
- 5 min read

It's important for any business to keep track of its IT assets, and when it comes the time to do a relocation, things can get a bit tricky. Without the proper IT asset tracking in place, it can be difficult to locate where everything went and who is responsible for what. 

In this how-to guide, we will walk you through the necessary steps to properly track asset relocation with InvGate Insight. With the right tools in place, your business can avoid any potential headaches down the road!

Let's get to work.

 

 

How to track asset relocation with InvGate Insight

Tracking asset relocation is about monitoring a determined amount of devices as they move from one place to another. If you're moving, for instance, you want to make sure to have a complete overview of all the items you need to relocate beforehand, so that the moving part runs as smoothly as possible.

InvGate Insight allows you to do just that. You'll be able to relocate IT assets in an organized way and have detailed control of what is moving and where it's going. Plus, you'll be able to generate a document for traceability.

Let's see how this works!

 

1. Finding and selecting the IT assets to relocate

Let's say your organization has a new office space, and you plan to move all network devices to a new floor.

The first thing you need to do is map all the IT assets you have in your current place. With InvGate Insight’s NLP-powered search engine, you can look for all the devices assigned to a specific location – in this case, the old floor.

The first step to track asset relocation is mapping all the IT assets you have in your current place.

Your search will return all fixed and network devices assigned to the location. You can later filter those network devices tagged as "IoT". 

InvGate Insight's smart tags feature allows you to group different assets.

2. Assigning assets to a new location

Once you have selected the assets you want to relocate, all you need to do is press "Edit" in the menu below. You’ll see the “Properties” editor window on the right side of the screen. From there, simply change the “Location” property to the new space where the assets will be assigned.

Once you have selected the assets you want to relocate, all you need to do is press "Edit" and change the "Location" property.

3. Create an invoice to document the relocation

If you need to create a document detailing the asset relocation, you can easily generate one with InvGate Insight. Just click on the plus sign on the right hand of your screen. Select "Create Document" and fill in as needed.

If you need to create a document detailing the asset relocation, you can easily generate one with InvGate Insight.

4. Discovering network devices in the new location

Now that everyone’s settled in the new office space, it’s time to check your network and see if everything’s okay. You can quickly do so with InvGate Insight's Network Discovery. Just go to "Discovered Devices" and scan for assets connected to your network. 

This way, you can find devices such as IP phones, convert them to assets, and track all the information as needed. Moreover, you’ll be able to detect unauthorized assets and keep your company safe.

InvGate Insight's Network Discovery scans your network and provides you with a list of all the items connected to it.

Bottom line

Tracking relocated assets is a crucial thing to do when you have a moving ahead or multiple office spaces, but it doesn’t have to be a problem in itself. You can easily solve the matter with InvGate Insight. Thanks to its Asset Search, Asset Data Updates, Network Discovery, and Invoice Generator feature, you can monitor IT asset relocation in real-time and from one place.

Plus, by doing so you’ll make sure your inventory is always up to date. If you want to explore how these and many other InvGate Insight features can help you to achieve a unified view of your assets inventory, be sure to schedule a call with our team!

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