Assets Reference Public

Asset Detail & Activity

Daily Operations Asset Detail & Activity Every asset has a single detail page — the record of truth for who holds it right now and everything that has ever happened to it. It…

Guide version: r1 Module version: 1.0.0 Updated: 2026-07-22 Estimated time: 10 min 2 views
Daily Operations

Asset Detail & Activity

Every asset has a single detail page — the record of truth for who holds it right now and everything that has ever happened to it. It combines a live lifecycle summary, an action menu for endorsing and auditing, a chain-of-custody Activity timeline, and a comment thread with @-mentions and file attachments.

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You reach the detail page by clicking an asset's Title in the Asset Registry, or by scanning the QR code on a printed asset label with a scanner app (the code encodes the asset's tag, not a plain web link). The URL is ams/assets/view/{id} (the id in the address bar is encoded, not the raw database id). Viewing requires the Assets module to be enabled and the base asset permission — see Permissions & Roles.

What is on the page

From top to bottom the page shows a breadcrumb trail ("Browse" → the asset's title), the header, a one-line spec strip, the four-column lifecycle summary, the Activity timeline, and the comment thread. There are no tabs — everything is on one scrolling page.

4
Lifecycle summary columns
6
Possible action buttons
6
Event kinds actually logged
1
Comment thread

Header

The page heading is the asset's Title. Next to it, in small muted text, the asset's Asset Tag is shown as #TAG — but only if the asset has one. Any labels attached to the asset render as colored label chips after the tag. The Actions dropdown button (gear icon) sits at the right of the header — see Action buttons below for when it appears.

Spec strip

Directly under the header a single muted line lists the asset's core catalog facts. Each item appears only if it has a value — an asset with no vendor simply omits the "Vendor:" item.

ItemShows
Category:The asset's category name.
Vendor:The supplier's name.
Type:Own / Lease / Rental / Contract / Service.
Brand:The manufacturer/brand name.
Model:The free-text model field (not the Asset Model catalog entry).
Serial Number:The serial number.
Location:The asset's location name.

The lifecycle summary

Below the spec strip, a four-column panel answers the daily-operations questions at a glance:

ColumnWhat it shows
Status The asset's status label as a chip filled with the label's own color (charcoal if the label has no color). Shows - when the asset has no status.
Endorsed to The current assignee's legal name, or "Not assigned". Next to the name, a grey chip shows the endorsement status — see the legend below.
Due / return by The date the asset is expected back, or - if none was set at checkout.
Next Audit The next scheduled audit date, or -. Set automatically when an audit is recorded — see Auditing Assets.

Endorsement status chip

The chip beside the assignee's name tracks the endorsement lifecycle (Assigned → Acknowledged → Return requested → Returned). No chip appears at all on an asset that has never been checked out. In the app the chip is always grey; the colors below are this guide's convention for telling the four states apart.

Assigned
Checked outEndorsed to a user; receipt not yet confirmed.
Acknowledged
Receipt confirmedThe assignee clicked "Confirm receipt" (and signed, if the category requires acceptance).
Return requested
Waiting for check-inThe assignee asked to hand the asset back; they still hold it.
Returned
Back in stockChecked in; the assignment fields are cleared.

The full state machine, with every modal field and guard message, is on Checkout & Check-in.


Action buttons and their gating

All actions live in one "Actions" dropdown at the top right. The dropdown itself is rendered only if you can do at least one thing with it — you need asset_checkout, asset_audit, or asset_update, or you must be the asset's current assignee. Users with none of those see no button at all.

Two conditions drive which items appear. "Checked out" means the asset has an assignee and its endorsement status is not Returned. "Assignee" means the logged-in user is the person the asset is endorsed to.

Menu itemAppears whenGated byOpens
"Check out asset" Asset is not checked out asset_checkout The checkout modal — pick the "Endorsed to" user, an optional due date, and a note. See Checkout & Check-in.
"Check in asset" Asset is checked out asset_checkout (same key gates both directions) The check-in modal — optionally record condition and set a new status. See Checkout & Check-in.
"Confirm receipt" You are the assignee, the asset is checked out, and receipt has not yet been confirmed Identity, not a permission key — see the note below The acknowledge modal (with the acceptance agreement and signature field, if the category requires acceptance — a flag that currently has no admin UI; see Checkout & Check-in).
"Request return" You are the assignee, the asset is checked out, and a return has not already been requested Identity, not a permission key — see the note below The request-return modal — an optional note; you keep the asset until someone checks it in.
"Audit asset" Always (any assignment, any status) asset_audit The audit modal — record condition and schedule the next audit. See Auditing Assets.
"Edit" Always asset_update The same add/edit modal used on the registry — every field, including photo, cost and custom fields. See Adding & Editing Assets. After saving from this page, the page reloads to show the changes.
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"Confirm receipt" and "Request return" have no permission key. They are personal actions: the menu items appear only to the asset's current assignee. On the server the check is "current assignee or an admin" — so an administrator is also allowed to complete these actions on the assignee's behalf, but the detail page does not show admins the menu items unless they are themselves the assignee.
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Only one status rule exists. "Check out asset" is refused when the asset's status label is not of the Deployable type — the error reads "This asset's status is not deployable, so it cannot be checked out." Nothing else on this page is status-driven: changing the status never auto-checks-in or reassigns an asset.

The Activity timeline (chain of custody)

The Activity section is the asset's permanent event log — every checkout, receipt confirmation, return request, check-in, audit, and maintenance entry, newest first. An asset with no history shows "No activity recorded yet."

Each row shows, on one line:

  • a blue chip with the event kind (in the app, every kind uses the same blue chip — there is no per-kind color or icon);
  • the bold event title — e.g. "Checked out to Juan Dela Cruz", "Receipt confirmed.", "Checked in from Juan Dela Cruz", "Audited on 03/07/2026" (dates render in your workspace's configured date format);
  • an optional — note in muted text (the note typed into the action's modal; audits prepend "Condition: %s." when a condition was recorded);
  • a small second line with who recorded it and the date and time.

Event kinds you will see

Chip labelWritten when
Endorsed An asset is checked out to a user. Title: "Checked out to %s".
Acknowledged The assignee confirms receipt. Title: "Receipt confirmed."; if a signature was typed, the note reads "Signed: %s".
Return requested The assignee asks to return the asset. Title: "Return requested".
Returned The asset is checked in. Title: "Checked in from %s".
Audit An audit is recorded. Title: "Audited on %s".
Maintenance A maintenance record is logged on the Maintenance screen.
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Roadmap. Four more event-kind labels exist in the module's vocabulary — "Checkout", "Check-in", "Note", and "Issue" — but nothing writes them yet (checkouts log as Endorsed, check-ins as Returned). Likewise "Report an issue" is a reserved label with no button behind it. Don't look for these in the timeline.
⚠️
Two ways to assign an asset bypass the timeline. Setting "Issued to" directly in the Edit modal reassigns the asset without logging an Endorsed event (it only leaves a change-note comment), and assignments made during a CSV import log no event either. For a complete chain of custody, always assign via "Check out asset".

Comments

Below (or above — see the sort setting) the Activity section is the comment thread. It doubles as the asset's change history: the asset's Description is posted into the thread as a protected system comment (once when the asset is created, and again on every save), and edits made in the Edit modal add automatic change-note comments for the core fields (e.g. "Title changed to X", "Issued to updated from A to B"). Changes to the newer lifecycle fields — Asset Tag, Status, Asset Model, Order Number, Warranty (months), Condition, and the issue/due/audit dates — save silently, with no change note.

Posting a comment

The composer appears only to users with the asset_comment permission ("Assets: Entry Comments"). It offers:

FeatureHow it works
Rich-text box Placeholder "Write a comment..."; the comment text is required. Note that on display, comment bodies are rendered as plain text with line breaks and clickable links — most rich-text formatting flattens.
@-mentions Type @ to mention someone. The people you can mention are limited to the asset's creator plus the users chosen in the "Allowed users to mention" picker on Settings → Asset Entries Configuration (see Getting Started). Mentioned users receive an in-app notification.
"Upload File" Attach one or more files to the comment. Attachments show as previews on the posted comment with a "Download" link (or "Download N files" for several).
"Post Comment" Submits the comment — a toast confirms "The comment has been submitted." and it is inserted into the thread immediately.

Sort order and deletion

  • Sort order follows the "Sort Asset Entry Comments" setting on Settings → Asset Entries Configuration: Descending (the default) shows the newest comment first with the composer at the top; Ascending shows the oldest first with the composer at the bottom.
  • Comments can be deleted but never edited. The chevron menu on a comment has a single "Delete" item, visible only to users with delete_asset_comment ("Assets: Delete Entry Comments"). There is no edit option — post a follow-up comment to correct yourself.
  • System comments are protected. The Description entries and the automatic change-note entries are static comments — they show no Delete option for anyone.

What this page does NOT show

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The detail page is a lifecycle view, not a full record dump. These fields are stored on the asset but are not displayed anywhere on this page:
  • Photo, Cost, Purchase date, Warranty expiry date / Warranty (months), Order Number, Condition, and all custom-field ("Additional fields") values — to see or change them, open the Edit modal (Adding & Editing Assets) or include them in an XLSX export (Import, Export & Labels).
  • Maintenance history — individual maintenance records live on the Maintenance screen and in the Maintenance-log report (Asset Reports); the timeline here only shows the one-line Maintenance event for each.
  • The Description has no field of its own — it appears only as a protected system comment in the thread.

Where to go next

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