Custody
Always Know Who Has Which Asset
Assign holders, run transfers, and keep check-in/out history on the same asset record — so accountability stays visible from handoff to audit.
Overview
What custody covers in the platform
Assignment, transfer, and check-in/out share one handoff path on the asset record.
- 01
Person and site assignment
Put every asset under a clear holder — employee, team, or location.
- 02
Transfer chains
Move custody with accept/confirm steps so the trail stays intact.
- 03
Check-in and history
Returns and handoffs land on the same timeline audit reads.
Handoff path
Challenges
What custody workflows solve
Holder is unknown
Assets sit in the registry with no clear person or site owner attached.
Transfers go silent
Handoffs happen in chat and spreadsheets, so the chain of custody breaks.
Offboarding leaves gaps
Devices and kit stay with leavers because return was never tracked.
No audit trail
Reviews ask who held what — and the evidence is not on the asset.
Capabilities
What custody workflows deliver
Assign to holder
Put custody on a person, team, or location so every asset has a clear holder.
Transfer chain
Move assets with a tracked handoff — request, accept, and confirm on the record.
Check-in / check-out
Issue and return assets with status that stays attached to the same timeline.
Onboarding & offboarding
Issue kit on day one and reclaim it on exit so leavers do not keep silent holdings.
Location handoffs
Move custody between sites without losing who held it and when.
Accountability views
See who holds what by person, team, or site — without exporting to spreadsheets.
History on the asset
Every assignment and transfer stays on the same record ops and audit open.
Audit-ready export
Pull holder and transfer history when finance or compliance asks for proof.
Need physical verification next? Continue to Audit & Reconciliation.
How it works
Five steps, one chain of custody
- 01Assign
- →
- 02Hold
- →
- 03Transfer
- →
- 04Accept
- →
- 05Confirm
Outcomes
What teams gain from asset-linked custody
Fewer lost assets
Every item has a holder — not a guess in a spreadsheet.
Clear accountability
Transfers leave a chain you can follow person to person or site to site.
Audit-ready handoffs
Assignment and return history stays on the asset when reviews start.
Who it's for
Built for the teams that own the handoff
Three roles. One chain of custody.
Ops & facilities
See who holds what across sites without chasing inboxes.
IT asset owners
Assign devices on onboard and reclaim them on exit.
Finance & procurement
Trace holder history when value, lease, or audit questions land.
Continue exploring
Related capabilities
Frequently asked questions
What is asset custody management?
Asset custody management tracks who holds each asset — a person, team, or location — and records every transfer so accountability stays on the asset timeline.
How is assignment different from location?
Assignment is who is responsible for the asset. Location is where it sits. Both can change in a transfer, and both stay linked on the same record.
Can we run check-in and check-out?
Yes. Issue and return workflows update custody status and history so returns are not lost in email.
Is transfer history kept on the asset?
Yes. Assign, hold, transfer, accept, and confirm steps build a chain of custody on the asset record — ready for ops and audit.
How is this different from Audit & Reconciliation?
Custody tracks holders and handoffs day to day. Audit & Reconciliation is for verification cycles that prove location, condition, and change history against the register.