1. Network Inventory Management
  2. Who it's for
  3. Branch site service
Who it's for

Branch site service

Branch work often passes between a central supervisor and a local technician. The asset record gives the branch a code, address and contact. A work order names the owner and due date, while the port assignment holds the device and VLAN that the technician needs to check.

How Network Inventory Management is set up for you

Known place

Select an active branch asset as the work location and confirm its contact and eligibility note before scheduling.

Named owner

Assign the work order to a team member so the owner can find the job in Open Work Orders.

Reviewable change

Put the device, port number and VLAN on an assignment linked to the parent job.

Dated outcome

Keep review decisions, work evidence and operation receipts with the same work order.

Branch work often passes between a central supervisor and a local technician. The asset record gives the branch a code, address and contact. A work order names the owner and due date, while the port assignment holds the device and VLAN that the technician needs to check.

Choose one branch and one common asset task. Prepare the asset and stock item references, then create a draft work order with a realistic due date and quantity. Let the clerk hold a port assignment and attach a document if the technician needs one. The supervisor checks the current revision and records the decision before execution.

Have the technician record actual hours and quantity. The supervisor inspects posted evidence, then reconciles its total with the authorized work. Use a returned decision in the rehearsal so the team can see how the clerk receives the reason and submits corrected scope. If the job is canceled, verify held assignments are released. This makes the branch handoff observable in the app rather than dependent on an informal update.

Features to start with

Roles on the team

Inventory Clerk
Prepare stock requests, maintain items, lots, locations and operational records, and run the stock actions on the Operations Desk.
Inventory Supervisor
Review and decide stock requests, reverse movements, correct or cancel scope, reconcile, and maintain stock policies.
Auditor
Read-only access to every record and the evidence trail (decisions, receipts, movements).
App Administrator
Maintain the organization and its team members.

Set up Network Inventory Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started