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Assignments and Status

Every asset has a status. Most of them switch between In Store (sitting in inventory) and Checked Out (someone is using it). Two terminal statuses — Retired and Lost — close out an asset's life.

The four default statuses

StatusWhat it means
In StoreAvailable. Sitting in inventory.
Checked OutAssigned to a user.
RetiredOut of service permanently.
LostCan't be located.

You can add custom statuses (e.g. Ready to Deploy, In Repair) under Settings → Statuses. Custom statuses get their own colour for quick scanning.

Checking out to a user

On the asset's detail page, click Assign. Pick a user from your directory, or type a name and email if they're not in the directory yet.

What happens:

  1. Status changes to Checked Out.
  2. The user's name and email are saved on the asset.
  3. A history entry is recorded — who did it, when, and any notes.

If your organisation uses Microsoft 365 SSO, the people picker pulls users live from Azure AD so you don't have to remember email addresses.

Returning an asset

Click Unassign. Status flips back to In Store (or whichever status you specify), the assignment clears, and another history entry is recorded.

Status history

The history panel on the asset detail page shows every status change in order, with:

  • Previous status → new status
  • Who made the change
  • Timestamp
  • Optional comment

This is read-only by design. You can't edit history, only add to it.

Status History panel on an asset detail page, listing transitions like Retired → In Store, Checked Out → Retired, and Lost → NEW STATUS 2, each timestamped and attributed to a user

Changing status without assigning

Sometimes you just want to move an asset between statuses without involving a person — sending it for repair, retiring it, marking it lost. Use Change Status from the asset detail page. You can add a comment explaining why.

Bulk status changes

If you're retiring 50 old laptops at once, do it from the asset list. Select all 50, choose Bulk Status Change, pick the new status, and confirm. One action, fifty history entries.