Status Management

Status tells users what is happening to an individually tracked asset. OCTO Ops uses a fixed status list so dashboards, workflows, and reports remain consistent.

#Available statuses

The Status Management page shows this fixed list and the current number of assets in each status. Users cannot add, rename, reorder, or delete statuses.

#Automatic status changes

OCTO Ops changes status as part of these workflows:

• Registration: a new individual asset starts as Available.
• Reservation approval: included assets become Reserved.
• Reservation completion or cancellation: assets that are still Reserved return to Available.
• Transfer dispatch: dispatched assets become In Transit.
• Transfer receipt: an OK result makes the asset Available at the destination; Damaged makes it Damaged at the destination; Missing makes it Lost without changing its location.
• Inspection scheduling: included assets become Under Inspection.
• Inspection review: Damaged becomes Damaged, Lost becomes Lost, and the other current inspection conditions return to Available.
• Inspection cancellation: assets that remain Under Inspection return to Available.
• Approved audit variance: Missing findings make assets Lost and Damaged findings make assets Damaged.
• Disposal: the selected outcome becomes Retired, Scrapped, or Sold.

#Change a status manually

1. Open the individual asset in Asset Registry.
2. Select the status change action.
3. Choose the required status.
4. Enter a meaningful note.
5. Confirm the change.

Use manual changes for real-world events not already represented by a workflow. Before changing an asset that is Reserved, In Transit, or Under Inspection, resolve the related reservation, transfer, or inspection where possible so its process state and asset status do not conflict.

#Read status history

The asset profile lists changes newest first. Each entry can include:

• previous and new status;
• who made or triggered the change;
• date and time;
• workflow source; and
• explanatory notes.

Status history is the best place to answer when and why an asset changed state. A direct edit of descriptive asset fields is not a status-history event.