How to Do an Equipment Audit

Choose Right Type of Equipment Audit

1. Location-Based Equipment Audit

This type of audit is based on the physical location of the equipment. It is commonly used in offices, workshops, or facilities where equipment is assigned to specific rooms or workspaces.

• Room Equipment Inventory – Checking equipment assigned to specific rooms.
• Workplace Equipment Inventory – Auditing equipment in shared work areas or departments.

2. Project-Based Equipment Audit

This approach is ideal for project-driven businesses, such as construction or installation companies, where equipment is assigned to specific sites or projects. Auditing tools, machines, and assets assigned to a specific project or job site. Keep a list of issued equipment for each project or job site a regularly review the list to prevent loss or damage.

• Construction Site or Installation Site Equipment Inventory 

3. Checkout-Based Equipment Audit

A proactive approach to tracking equipment assigned to employees or contractors. Auditing equipment issued to employees anytime during employment. Helps prevent missing, damaged, or misplaced work equipment.

• Employee-Assigned Equipment Inventory 

Equipment Inventory Check Process

Equipment inventory check is easy done in four basic steps.

1. Selecting an employee, place, room or location for inventory
2. Load the inventory list
3. Check and verify the actual status
4. Save the log from the performed inventory