Audit Partner - Generic Installs Rule Template

This Generic Installs Rule Template (Audit Partner) report provides a detailed inventory of all software instances installed on each hardware Asset within the organization. It includes comprehensive information for every software instance, such as the manufacturer, product name, version, and specific deployment details. By capturing and organizing these data points, the report serves to support thorough audit processes and data cleansing initiatives, ensuring that software records are accurate, up-to-date, and compliant with organizational policies. This enhanced visibility into software deployment also assists in identifying potential redundancies, optimizing software usage, and maintaining effective asset management across the organization.

Report Usage

This assists audit partners in systematically identifying and reconciling software installations across all hardware assets within the organization. By providing a comprehensive and detailed record of installed software—including information such as manufacturer, product, version, and deployment specifics—the report facilitates effective data cleansing, ensures the accuracy and integrity of inventory records, and supports compliance with internal policies and external regulations. This level of detailed documentation not only streamlines the audit process but also enhances overall asset management and governance.

Example

During an external software audit, the Audit Partner leverages the Generic Installs Rule Template report to verify all instances of Microsoft SQL Server installed within the organization.

By filtering the report to show:

Manufacturer: Microsoft
Product: SQL Server Generic
Environment: Desktop and Server

the auditor quickly identifies all SQL Server installations across devices, along with corresponding asset names and asset tags.

The report highlights several installations with outdated versions that are not aligned with organizational standards. This allows the IT Asset Management team to:

Validate each installation
Update or remove outdated versions
Ensure accurate licensing coverage
Rectify inconsistencies in asset records

As a result, the organization avoids potential audit risks, maintains compliance, and strengthens control over its deployed software landscape.

Steps:

To access the Audit Partner – Generic Installs Rule Template report:

Navigate to Reports > Asset Management to open the dashboards page. Search for Audit Partner - Generic Installs Rule Template.
Figure: Dashboard
Select Audit Partner – Generic Installs Rule Template from dashboard list to view the report.

Figure: Report View

3.The following table outlines key fields in the report along with concise descriptions of their purpose and usage.

Field	Description
Manufacturer	The vendor or company that provides the software.
Product	The specific software application installed.
Version	The release or edition of the software product.
Asset name	The name or identifier of the device where the software is installed.
Asset Tag	The unique tag or code Assigned to the asset for inventory tracking.
Country Of Use	The country where the asset and software installation are located.
Environment	The deployment context of the asset, such as desktop, server, virtual desktop, or unspecified.

Filters

Use filter icon to refine the report results based on selected criteria and display only relevant records.

Figure: Filters

Enter the details as described in the following table and click Apply filters to view the report or clear all to reset the filters.

Field	Description
Manufacturer	Enter or search the Manufacturer from list.
Product	Enter or search theProduct from list.
Asset Name	Enter or search the Asset Name from the list.
Country Of Use	Enter or search the Country of Use from the list.
Environment	Enter or search the Environment from the list.
Business Unit	Enter or search the Business Unit from the list.