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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.

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Copy or download this plain-text document and replace the blank fields. Examples are fictional; completed records belong in your approved project system.

In this template

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:

Identifier format#

Decision	Value	Rationale
Fixed length
Character set
Excluded look-alike characters
Case handling
Prefix or series meaning, if any
Check character used (yes/no)
Check character algorithm and validating system
Reuse of retired identifiers	Prohibited
Human-readable text matches encoded symbol

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
Network switch
Storage chassis
Rack power distribution unit
Rack or cabinet
Spare or test unit

Intake record fields#

Field	Mandatory at intake	Source (scanned, keyed, document)	Notes
Asset identifier
Manufacturer
Model
Serial number
Receipt or purchase reference
Responsible owner
Intended destination
Condition on arrival

Foreign identifiers#

Identifier type encountered	Treatment (record, remove, overmark, retain by contract)	Recorded as attribute	Removal obligation
Manufacturer asset tag
Reseller or integrator tag
Leasing or finance tag
Previous owner tag

Exception and verification log#

Date	Equipment	Exception (bypassed intake, untagged in staging, unreadable tag)	Action	Owner	Closed

Approval#

Procedure owner / date:
Inventory owner acceptance / date:
Next review date:

Tag assets at intake so the register starts complete ↗