Assets & assignments

The Asset Inventory is the registry of everything your team owns and tracks — hardware, software, and equipment. Assignments is the custody layer on top of it: who has what right now, and the full history of who held it before.

Asset Inventory

An asset is one tracked item in your inventory. Each asset carries:

• an asset tag (its ID number) and a name,
• an asset type and category (both configurable),
• a quantity,
• a status with a custom display color,
• a location (campus / building / room), and
• a holder — the current custody field showing who has it.

Working with assets

• Create, edit, and delete assets one at a time from the inventory.
• Bulk import from CSV to load many assets at once.
• Search and filter by type, status, location, or category to find what you need.
• Open an asset detail page to see the item's full lifecycle.

Assignments (asset custody)

Assignments track custody — who is holding each asset. From here you can:

• Check out an asset to a user,
• Check in an asset back to stock,
• Reassign an asset directly from one user to another, and
• add a custody note on any of these actions.

The current-holder list shows every held asset alongside its details, and the custody history records who held what, when, and with what notes — so you always have a complete chain of custody.

Finding held assets

Search held assets by holder, name, tag, type, or location. Long lists are paginated, and the view distinguishes available (in-stock) assets from those currently held.

Assets vs. facility Equipment

Asset Inventory and Assignments are about ownership and custody — who has an item. This is distinct from facility Equipment, which links assets to work orders for maintenance and downtime tracking. If you need to schedule maintenance against an asset or attach it to a work order, see Facilities & work orders.

Tips

• Give every asset a unique asset tag so it is easy to find and check out.
• Use custody notes to record condition or purpose when handing an item over.
• Lean on the custody history for audits — it is the authoritative record of who held each asset.
• Use bulk CSV import to stand up your inventory quickly, then keep it current with check-outs and check-ins.