Track Equipment

Overview

Use this guide to add equipment, assign it to users, and maintain lifecycle status.

Goal

Maintain an equipment register that shows ownership, condition, value, and lifecycle status.

Before You Begin

• Sign in to Liceo.
• Gather asset name, category, serial number, purchase date, value, condition, and user assignment.

Step 1 - Open Equipment

1. 1
   Open Assets in the left sidebar.
2. 2
   Select Equipment.
3. 3
   Search for the asset before adding a new record.

Step 2 - Add equipment

1. 1
   Select Add Equipment.
2. 2
   Enter the asset name.
3. 3
   Choose the category.
4. 4
   Enter the serial number.
5. 5
   Add purchase date and purchase value.
6. 6
   Set current condition.
7. 7
   Set lifecycle status.
8. 8
   Save the asset.

Step 3 - Assign equipment to a user

1. 1
   Open the equipment record.
2. 2
   Select Assign.
3. 3
   Choose the user.
4. 4
   Confirm the assignment date.
5. 5
   Add notes if needed.
6. 6
   Save the assignment.

Step 4 - Update lifecycle status

1. 1
   Open the equipment record.
2. 2
   Select Edit.
3. 3
   Change status to in stock, assigned, in repair, retired, or disposed.
4. 4
   Add notes explaining the change.
5. 5
   Save the record.

Step 5 - Prepare refresh planning

1. 1
   Filter equipment by age, status, condition, or department.
2. 2
   Review purchase value and purchase date.
3. 3
   Identify assets due for refresh or disposal.
4. 4
   Export or share the list for budget planning.

Troubleshooting

Equipment is assigned to the wrong user

Open the asset, update the assignment, and save.

Serial number is missing

Edit the asset record and add the serial number before audit review.

Retired equipment still appears active

Update lifecycle status to retired or disposed.