Summary
In short
- A stock count record is a record used in KnowMaintain that records a physical count of spare parts against system records. It is built against ISO 55001 cl.8.1 and forms part of the Planned Maintenance programme.
- Run quarterly or on a cycle count schedule. Carried out by stores.
- The template holds 40 fields across 4 sections, with count results repeating for each entry.
- Scoring is accuracy percent, where high is good.
- ISO 55001 is asset management systems. The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates.
- It connects to the rest of the library: links Parts.
What it is
What it is
What is a stock count record?
A stock count record is a record used in KnowMaintain that records a physical count of spare parts against system records. It is built against ISO 55001 cl.8.1 and forms part of the Planned Maintenance programme.
When is a stock count record completed?
A stock count record is completed at the moment the event happens, rather than reconstructed afterwards. Run quarterly or on a cycle count schedule.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form STK-2026-000
- You are running the Planned Maintenance programme and this is one of its steps
- A linked record needs this one to exist: links parts
Not for
- Spare Parts Register, which lists spare parts held, with location, minimum level and the assets they fit.
- Critical Spares Review, which reviews whether the right critical spares are held for the assets that matter most.
- Anything outside KnowMaintain, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 55001Asset management systems
The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the stock count record template based on?+
It is built against ISO 55001 cl.8.1. ISO 55001 is asset management systems. The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the stock count record contain?+
There are 4 sections: header, count results, related records, result. Together they hold 40 fields, 27 of which are required.
How often is a stock count record raised?+
A new record is raised at the moment the event happens, rather than reconstructed afterwards. Each one is given an ID in the form STK-2026-000, so it can be traced and referenced from other records.
Which programme does the stock count record belong to?+
It is part of Planned Maintenance. Planned work completed on time, with backlog age visible rather than aggregated away.
How is a stock count record scored?+
Scoring is accuracy percent. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the stock count record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the stock count record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowMaintain — asset maintenance. Work orders, planned maintenance, calibration, reliability and shutdowns.
Meet KnowMaintain→Sources
Sources
- ISO 55001 — Asset management systems
- ISO — International Organization for Standardization