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Change the lifecycle state

Move an asset to another stage with the Change state control on its page.

An asset moves through the lifecycle stages of its type, for example from In stock to In use. You move it with the Change state control on the asset page.

PictureThe Change state control lists only the moves the type's lifecycle allows from the current stage. Pick one, then click Apply.

Change the state

  1. Open the asset. In the Assignment & status card, find Change state.
  2. Open the dropdown, which reads New state…, and pick the stage. Only moves the type allows from the current stage are listed.
  3. If the new stage requires a reason, a box marked Reason required appears. Type the reason.
  4. Click Apply.

The lifecycle stepper at the top of the page moves to the new stage, and the change is written to the asset's History.

1/6On the asset page, open New state under Change state in the Assignment & status card.

  1. On the asset page, open New state under Change state in the Assignment & status card.
  2. Only the moves the lifecycle allows are offered. Pick Retired.
  3. Retired requires a reason, so a Reason required box appears.
  4. Type the reason.
  5. Click Apply.
  6. The asset is Retired. The stepper, the status chip and the history all show the move and its reason.
WalkthroughA move into a stage with Require reason asks for the reason before Apply works. The reason is kept in the history.

When the move is refused

MessageWhat to do
Assign the asset to a person first.The stage needs an assignee. Assign the asset, then try again. See Assign and take back an asset.
Unassign the asset before this transition.The stage needs the asset unassigned. Set it to unassigned first.
A reason is required for this transition.Type a reason.
That transition is not allowed.The type does not allow this move. Go through another stage, or ask an Application Administrator to change the type's lifecycle.
No transitions availableThe current stage has no onward moves.

Good to know

  • The control only shows for Application Administrators. Technicians can ask an administrator, or use an onboarding or offboarding run.
  • Retired is a stage, not the end. To take an asset out of the register for good, dispose of it or return it; see Dispose of or return an asset.
  • A rule can also change the state when an alert opens; see Automation rules.

Who can do thisApplication Administrator