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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.

  1. Person and site assignment

    Put every asset under a clear holder — employee, team, or location.

  2. Transfer chains

    Move custody with accept/confirm steps so the trail stays intact.

  3. Check-in and history

    Returns and handoffs land on the same timeline audit reads.

Handoff path

AssignHoldTransferAcceptConfirm

Challenges

What custody workflows solve

01

Holder is unknown

Assets sit in the registry with no clear person or site owner attached.

02

Transfers go silent

Handoffs happen in chat and spreadsheets, so the chain of custody breaks.

03

Offboarding leaves gaps

Devices and kit stay with leavers because return was never tracked.

04

No audit trail

Reviews ask who held what — and the evidence is not on the asset.

Capabilities

What custody workflows deliver

Need physical verification next? Continue to Audit & Reconciliation.

How it works

Five steps, one chain of custody

  1. Assign
  2. Hold
  3. Transfer
  4. Accept
  5. Confirm

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

Ops & facilities

See who holds what across sites without chasing inboxes.

IT

IT asset owners

Assign devices on onboard and reclaim them on exit.

Fin

Finance & procurement

Trace holder history when value, lease, or audit questions land.

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.

See custody workflows live

Book a short demo.

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