Asset assignment & lifecycle
Use status + assignment consistently so inventory stays accurate
Last updated: January 8, 2026
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)
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