EDITABLE PLANNING DOCUMENT
Asset intake tagging procedure
Define the tagging point, identifier format, symbol and print verification, placement by equipment class, and the fields the first record must carry.
Copy or download this plain-text document and replace the blank fields. Examples are fictional; completed records belong in your approved project system.
Define where identity begins, what the identifier looks like, where the tag goes, and what
the first record must contain. Examples are fictional; replace them with your own approved
format and placements.
Scope and ownership#
- Procedure ID / revision / effective date:
- Sites and equipment classes covered:
- Point at which identity begins (receipt, staging, installation):
- Receiving process owner:
- Inventory format owner:
- Exception route for equipment that bypassed intake:
| Decision |
Value |
Rationale |
| Fixed length |
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| Character set |
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| Excluded look-alike characters |
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| Case handling |
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| Prefix or series meaning, if any |
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| Check character used (yes/no) |
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| Check character algorithm and validating system |
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| Reuse of retired identifiers |
Prohibited |
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| Human-readable text matches encoded symbol |
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Symbol and print#
- Symbology and minimum module size:
- Quiet zone requirement:
- Label construction and size:
- Verification method for a printed sample:
- Sample retained with this procedure (reference):
Placement by equipment class#
| Equipment class |
Primary face and position |
Second placement required? |
Surfaces to avoid |
Photograph reference |
| Server |
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| Network switch |
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| Storage chassis |
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| Rack power distribution unit |
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| Rack or cabinet |
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| Spare or test unit |
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Intake record fields#
| Field |
Mandatory at intake |
Source (scanned, keyed, document) |
Notes |
| Asset identifier |
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| Manufacturer |
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| Model |
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| Serial number |
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| Receipt or purchase reference |
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| Responsible owner |
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| Intended destination |
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| Condition on arrival |
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Foreign identifiers#
| Identifier type encountered |
Treatment (record, remove, overmark, retain by contract) |
Recorded as attribute |
Removal obligation |
| Manufacturer asset tag |
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| Reseller or integrator tag |
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| Leasing or finance tag |
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| Previous owner tag |
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Exception and verification log#
| Date |
Equipment |
Exception (bypassed intake, untagged in staging, unreadable tag) |
Action |
Owner |
Closed |
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Approval#
- Procedure owner / date:
- Inventory owner acceptance / date:
- Next review date:
Tag assets at intake so the register starts complete ↗
