Set up service asset statuses and lifecycle states

Create the statuses and lifecycle states your team picks for equipment (in service, needs repair, decommissioned), give each a colour, and mark which ones block service work.

In the sidebar, open Settings, then choose Service Asset States under Accounts. The page address is /settings/org/service-assets/states. It is the States tab of the service asset settings.

An asset has two pickers: a status (how it is doing right now) and a lifecycle state (where it is in its life, from installed to removed). This page holds both lists, side by side under Statuses and Lifecycle states. Both panels work the same way.

Before you start

• Your role needs permission to manage service asset settings.
• Think about which states should stop your team from adding new work to the asset. A removed unit should not get a maintenance visit.

Steps

1. In the panel you want, type the name in the first box (it reads Create status or Create lifecycle state), and optionally a Description and Aliases, comma separated.
2. Tick Terminal if this is an end state, such as removed. A terminal state always blocks service work.
3. Tick Blocks service work if an asset in this state should not get new work, even though it is not the end. Nova then refuses to link the asset to new service work, such as a new work order.
4. Pick a colour. Choose a preset such as Healthy, Ready, Attention, Blocked or Neutral, or set your own.
5. Press Create. The option appears in the list.
6. To edit one, click it in the list (the first one is selected when the page opens). In the details form beside the list, change the name, description, aliases or colour, tick or untick Active, Default, Terminal and Blocks service work, then press Save.
7. Use Up and Down at the top of the panel to reorder the selected option.

What you see

• Each option in the list shows its colour, how many assets use it, a green check when it is active, and markers: Default for the one new assets start with, Terminal for end states and Blocks when service work is blocked.
• The colour appears wherever the status or state shows in Nova, including the asset pickers and filters.
• An empty list reads No options configured. and its details area reads Choose an option to edit.

If something looks different

• Create is disabled: the name is empty or the colour is not a valid hex value.
• Blocks service work is ticked and greyed out: Terminal is on, which always blocks.
• The page says this area is not enabled for your organization's plan: service assets are not turned on. Ask your admin.

Open Service Asset States