Lifecycle Management

Track assets from procurement to disposal with lifecycle states, warranty tracking, end-of-life dates, and replacement planning.

Lifecycle States

CIs progress through these statuses:

Status	Description	Typical Actions
Planned	Asset approved, not yet deployed	Order placed, configuration prepared
Active	In production use	Regular maintenance, monitoring, patching
Maintenance	Temporarily offline for repair or upgrade	Scheduled downtime, hardware replacement
Inactive	Powered down or shelved, but retained	Spare inventory, seasonal equipment
Decommissioned	Permanently removed from service	Data wiped, disposed of or recycled

Transitioning Between States

1. Open the CI's detail page
2. Change the Status field to the new state
3. Add a note in the Description explaining the reason
4. Click Save

All status changes are captured in the CI's change history with the user, timestamp, and previous value.

Warranty Tracking

Track warranty dates on every CI:

• Purchase Date — when the asset was acquired
• Warranty Expires — when the manufacturer warranty ends
• End of Life — when the vendor stops supporting the product

Warranty Report

Navigate to Reports → Warranty Report to see:

• Expired — assets with warranties already past due
• Expiring Soon — assets with warranties expiring in the next 90 days
• Healthy — assets with more than 90 days of warranty remaining

Filter by company to generate per-client warranty reports for quarterly business reviews.

💡

Use the warranty report during quarterly business reviews to show clients which assets need replacement and build a technology refresh roadmap.

End-of-Life Planning

When a vendor announces end-of-life for a product:

1. Update the End of Life date on all affected CIs
2. Set their criticality to High or Critical if they're still in production — unpatched EOL devices are a security risk
3. Create a replacement plan linking to planned CIs
4. Use the Defend integration to ensure EOL devices receive extra monitoring

Disposal Documentation

When decommissioning an asset:

1. Change the CI status to Decommissioned
2. Document the disposal method in the CI description (e.g., "Wiped per DoD 5220.22-M, recycled via vendor program")
3. Remove any linked passwords or update them to indicate the credential is no longer valid
4. The CI remains in the database for audit purposes — decommissioned CIs are never deleted

Next Steps

• Configuration Items — CI fields and status management
• Reports — Warranty and inventory reports
• Asset Criticality — Adjust criticality for aging assets