What it covers
Use asset tags, assignments, history, service records and connected customer or employee context.
Documents and assets
Asset management
Track equipment and other managed assets through their lifecycle.
How it works
Know who has an asset and what has happened to it
Track managed equipment through assignment, service and lifecycle changes. Asset tags and connected employee or customer context help operations find the right item and its history.
In practice
Review assignments and service history from the asset record.
When to use it
Useful situations
- Assign a laptop to an employee.
- Link equipment to a customer or service record.
- Review service history before redeployment.
A working path
How the work moves
Register
Create the asset with a tag, lifecycle details and relevant relationships.
Assign
Record custody or customer context through the controlled assignment flow.
Maintain
Add service events and inspect history when the item changes hands.
Illustrative scenario
replacement laptop
IT records the returned device, closes its assignment and gives the replacement a new custody record with its service history. The asset record brings tag, custodian, service events and related work together, helping the next technician confirm what happened before moving or repairing equipment.
Before you start
What to check
- Asset actions require the relevant asset permission.
- Operational records should identify the real custodian rather than infer ownership.
Can assets be linked to employees?
Yes, assignment and history support employee context.
Can we track service work?
Yes, supported service records can be associated with an asset.
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