Status drives assignment

In Core, assignment is primarily meant for items that are currently In Use:

• When Status = In Use, you can assign the asset to:
  • A Customer Contact, or
  • A Team Member
• When status is anything else, assignment is hidden to keep lifecycle states clear.

Recommended lifecycle patterns

• Available: item is in inventory, not deployed
• In Use: item is deployed and should be assigned
• Maintenance: temporarily unavailable
• Retired: no longer supported
• Lost: cannot be located
• Archived: historical, not actively managed

Tips

• Assign contacts when it’s truly user-specific (laptops, phones, assigned hardware)
• Assign team members for internal gear (bench equipment, loaners, lab items)
• Use notes for location context (rack, closet, office, site)

Status drives assignment

In Core, assignment is primarily meant for items that are currently In Use:

• When Status = In Use, you can assign the asset to:
  • A Customer Contact, or
  • A Team Member
• When status is anything else, assignment is hidden to keep lifecycle states clear.

Recommended lifecycle patterns

• Available: item is in inventory, not deployed
• In Use: item is deployed and should be assigned
• Maintenance: temporarily unavailable
• Retired: no longer supported
• Lost: cannot be located
• Archived: historical, not actively managed

Tips

• Assign contacts when it’s truly user-specific (laptops, phones, assigned hardware)
• Assign team members for internal gear (bench equipment, loaners, lab items)
• Use notes for location context (rack, closet, office, site)