Printable checklist

New Asset Onboarding Checklist

A practical starting checklist. Adapt it to your organization’s own authority, privacy, safety, accounting and regulatory requirements.

  • Confirm the item should be individually tracked
  • Assign or verify the internal asset ID
  • Record manufacturer, model and serial number
  • Record owner / responsible department
  • Record initial custodian if assigned
  • Record physical or home location
  • Set initial status and condition
  • Link acquisition / receiving reference
  • Attach or reference useful warranty information
  • Apply and verify the physical tag
  • Confirm any commissioning or acceptance step
  • Add the asset to the next verification population
Use proportionately: Not every asset needs every control. High-value, mobile, critical or sensitive assets may justify more evidence than low-risk fixed equipment.