Templates / Education

End-of-Year Device Collection Checklist

The summer reconciliation, structured. Which devices came back, what condition they are in, what is chargeable, and what is genuinely missing.

11 checklist items · 3 sections · free, no sign-up to download

What’s inside

Built for School and district IT collecting devices at year end.

Produce the expected list
Every device currently assigned, grouped by year and tutor group.
Check devices in against the record
Scan or record the serial as each one is returned.
Check accessories returned
Charger and case are the usual gap. Record what is missing.
Chase outstanding devices
Anything not returned after the first pass needs a named owner and a date.

Inspect for damage
Screen, hinges, ports, keys. Photograph anything chargeable.
Separate repair from retire
Compare repair cost against the device age before deciding.
Record chargeable damage
Note the device, the damage and who it was assigned to.

Wipe and re-enrol
Return to a known clean state and confirm it reports in again.
Update the assignment record
Unassign from the student so custody history stays accurate.
Store by condition
Ready-to-issue, awaiting repair and awaiting disposal kept apart.
Report the shortfall
Total returned, damaged and missing — the number the budget conversation needs.

Grab the file. No sign-up, no email wall.

In Vertask, go to Workbooks → Import and choose the file. It becomes a working checklist.

Edit any step, add your own, then clone it per client, property or device.

Importing needs the Workbooks feature, which is on paid plans. The file is plain JSON, so you can open and adapt it either way.