Computerize Your Assets Help

Take an inventory

Take an inventory

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Take an inventory

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Taking An Inventory


Taking your first home inventory is definitely going to take some time and will require some dedicated effort on your part. We would be remiss if we did not make this point with you. However, once completed, maintaining the inventory catalog is a very easy task.


The first thing you should do is print out a few "Inventory Work Sheets" and review the information that is suggested/requested. This should give you an idea what is going to be involved during the inventory process.


Next, you should consider reviewing the support data files and determine if the default entries are suitable for your particular needs. If not, take the time to Add, Edit or Remove the items from each file that you find needing attention. The support files can located on the Main Menu under "Data Files". Additionally, if you have insurance riders and warranties that you know will added, we suggest you take the time to complete as much of this information as well. It will save you considerable time and effort later when you are actually entering your inventory items and assets into the system.


Reviewing the support data files accomplishes another objective. It will familiarize you with all the different data Computerize Your Assets is prepared to document for you. In turn you can begin to draw some conclusions as to the level of detail you wish to devote to your inventory. Never forget, "More Is Better" when it relates to your personal possessions and assets.


Now that you are familiar with the individual support files and have prepared them to suit your special requirements, its time to begin the process of documenting your personal possessions and assets. What we like to offer as a suggestion is plan on doing "One Room At A Time". By this, we mean complete an entire room before moving on to the next. Consider starting at the door and work your way completely around the room without skipping any items. You may not remember you have omitted them later on if you do.


If you plan on taking pictures of individual items, immediately after completing the work sheet is the perfect time to do this. Using your work sheet as a guide, take the pictures in the same order that you completed your list and as each picture is taken we recommend you put a check mark next to the item to alert you the picture has been taken.


Videos are another excellent way of documenting your items and following are some tips to follow if you decide to take some yourself.

Start the video by introducing yourself, giving the date, and the room being inventoried
Pan slowly and completely around the room
Do close-ups of the individual items you feel require special attention
As you zoom in on the item explain any details and information that could be important later
If you need to film important information on the item such as a serial number, stop the camera, position the item for maximum effect and film the detail. HINT: If the serial number or other information is too small to film, write it on a piece of paper in large letters and film it with the item
Open "every" door, drawer, cabinet, closet and storage area and film their contents along with a description of the typical contents of each



We also believe an excellent approach is to enter the data for the completed room into Computerize Your Assets immediately upon completion of the physical documentation. Everything will be fresh in your mind if some discrepancies or questions should arise. In addition, should some unforeseen event occur, you will immediately have access to the information you have completed.


During the course of your home inventory we strongly recommend you backup your data often. You can use an available backup tool such as the one installed with Windows or the one furnished within Computerize Your Assets. Regardless of the tool you use, do it often.


The work sheets you complete during the course of your inventory are an additional excellent resource and you should consider storing these documents, along with your computer files in a safe place off site such as a safety deposit box. Remember, none of this will be any good to you if you fail to safeguard and protect it.




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