> For the complete documentation index, see [llms.txt](https://docs.harmony.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.harmony.io/asset-management/managing-asset-views-and-details.md).

# Managing Asset Views and Details

{% hint style="info" %}
**Path:** `/assets`
{% endhint %}

### Understanding Asset Management

The Assets area shows devices and non-device assets (monitors, peripherals, etc.) from your MDM, integrations, or manual imports. Open **Assets** from the sidebar to view the list at `/assets`. You can switch between a **List** view (individual assets) and a **Warehouse** view (aggregated by model, vendor, and type).

#### Navigating the Assets View

The Assets page has a view-mode toggle (List / Warehouse). The List view shows a table of assets with sortable columns. Click a row to open the asset detail page. The Warehouse view shows aggregated counts by asset type, model, and vendor; click a row to apply those filters and switch to the List view.

#### Using the Asset List View

The List view displays assets with columns for: Asset (name and type), Status, Retirement Reason, Vendor, Model, Serial, OS Version, Supplier, Ownership, Source, Location, Employee Location, Compliance, MDM Status, EOL Date, Warranty End Date, Assignee, Former Assignee, Last seen, Last Enrolled, Purchase Date, Order Number, and CPU. EDR-related columns (EDR Status, EDR Agent Version, Active Threats, Last Scan) are available but hidden by default - use the column visibility dropdown to show them. Use the toolbar for search, filters, refresh, export, bulk actions, and import.

#### Using the Warehouse View

The Warehouse view aggregates assets by asset type, model, and vendor. Each row shows counts for different statuses (in stock, active, in repair, EOL planned, EOL grace period, EOL reached, retired) and locations. Click a row, a status, or a location to apply filters and navigate to the List view. Use the view-mode toggle to switch back.

![Warehouse view with aggregated counts](/files/Dlc1bVzD36xxdbqY8PE2)

#### Understanding Aggregated Asset Counts

In the Warehouse view, counts reflect how many assets match each model/vendor/type combination for a given status or location. Clicking a count filters the List view accordingly.

#### Understanding Asset Types

Assets are categorized by type: Laptop, Monitor, Phone, Tablet, and others. The asset type appears in the Asset column and in filters. Device types (e.g., Laptop, Phone) typically have MDM data; non-device types may have limited or no specifications.

***

### Filtering and Searching Assets

#### Filtering Assets by Status

Use the filter popover to filter by status: In stock, Active, In repair, EOL planned, EOL grace period, EOL reached, Retired. Select one or more values. Filters combine with AND logic.

#### Filtering Assets by Compliance

Filter by compliance status. Values come from your MDM or integrations (e.g., compliant, non-compliant).

#### Filtering Assets by Employee

Filter by **Assignee** to see assets assigned to specific employees. Use **Unassigned** to show assets with no assignee.

#### Filtering Assets by Location

Filter by location. Location values are derived from assigned employees or asset metadata. Location and age filters are processed server-side, making them faster and consistent with all other asset filters.

#### Filtering Assets by CPU

Use the **CPU** filter to narrow assets by processor type. The CPU filter is a multi-select panel, and selecting a CPU type automatically adjusts the available options in all other active filters.

#### Filtering Assets by OS Version

OS version filters use a grouped, hierarchical view that organizes versions under their major release, so you can filter by a broad release or drill down to a specific build:

* **macOS** - minor versions (e.g., macOS 13.6.0, macOS 13.6.1) are grouped under their major release (e.g., macOS 13, macOS 14, macOS 15 Sequoia)
* **iOS** - patch versions (e.g., iOS 17.3.1, iOS 17.6.1) are grouped under major releases (e.g., iOS 16, iOS 17, iOS 18)
* **Windows** - editions and builds are grouped under their major version

#### Using Asset Quick Filters

Quick filter cards at the top of the page apply preset filters with one click:

| Quick Filter           | Description                            |
| ---------------------- | -------------------------------------- |
| **Unassigned assets**  | Assets with no assignee                |
| **Assets reached EOL** | Status EOL reached or EOL grace period |
| **MacOS assets**       | Assets with a macOS OS version         |
| **Windows assets**     | Assets with a Windows OS version       |
| **Phones & Tablets**   | Asset types Phone and Tablet           |

Click a card to apply the filter; click again to clear. Active quick filters are highlighted.

![Quick filter cards (Unassigned, EOL, MacOS, etc.)](/files/mdk4rEzNPwkpE5WoWXT1)

***

### Managing Asset Details

Click an asset row to open its detail page at `/assets/{assetId}`. The page shows the header (name, status, location, building, source), action buttons, and sections for Overview, Specifications, and (when applicable) Related software.

![Asset detail page Overview with header and cards](/files/HobaEqKh73phjFnVQcI2)

#### Viewing Asset Details

The asset header includes:

* Asset name and status badge
* Location (editable inline)
* Building (when available)
* Source (MDM or integration, shown with the source logo; click to open in external system when a device URL exists)
* **Status** dropdown - change status; selecting **Retired** opens the retirement modal
* **Activity log** button - opens the activity timeline (shows unread indicator when there is new activity)
* **Get recovery key** - shown when the asset has FileVault/BitLocker key data

#### Understanding Asset Properties

The **Asset details** card shows: Compliance status, Ownership (editable), Assigned to (employee dropdown), Former Assignee, Asset ID, Department (from assignee), Last seen, and Last Enrolled. Use the Status dropdown to change lifecycle status.

**Former Assignee** is automatically maintained - whenever the assigned employee changes, the previous assignee is captured and stored. This makes it easier to audit device history and trace ownership chains without digging through activity logs manually.

**Last Enrolled** shows when the device was most recently enrolled across all supported MDM providers, including Jamf, Intune, and Kandji.

#### Adding Purchase Details to Assets

The **Purchase details** card shows order information. If no details exist, click **Add purchase details** to open the form. If details exist, click **Edit** to update.

**Purchase details fields:**

| Field                    | Description                                                                                                                       |
| ------------------------ | --------------------------------------------------------------------------------------------------------------------------------- |
| **Order number**         | Purchase or PO number                                                                                                             |
| **Purchase date**        | Date of purchase                                                                                                                  |
| **Price**                | Purchase price (or estimated price when available)                                                                                |
| **Supplier**             | Vendor or supplier                                                                                                                |
| **Warranty type**        | Standard or Extended                                                                                                              |
| **Warranty description** | Notes shown inline directly after the warranty type; long descriptions are truncated with an ellipsis and reveal in full on hover |
| **Warranty end date**    | When warranty expires                                                                                                             |

#### Recording Asset Retirement

To retire an asset:

1. Open the asset detail page.
2. Use the **Status** dropdown and select **Retired**.
3. The retirement modal opens. Select a reason: Disposed, Sold, Given away, Broken, Stolen, or Other (with optional notes).
4. Confirm. The modal reminds you to unenroll from MDM, wipe data, and reclaim licenses before disposition.

![Retirement modal with reason selection](/files/ujFQjYitkmRSwqtC9Suc)

#### Understanding Asset Retirement Workflow

Retirement sets the status to Retired and stores the reason and notes. Retired assets appear in filters and the Warehouse view. Retirement reasons help with reporting and audits.

#### Managing Recovery Keys

When an asset has FileVault (macOS) or BitLocker (Windows) key data, the **Get recovery key** button appears in the Overview section. Click it to open the recovery key modal and copy the key. Use this when you need to recover access to an encrypted device.

#### Adding Notes to Assets

Click the notes button in the Overview section to add or edit a note for the asset. Notes appear in hover previews and on the asset detail page. They are included in activity logs.

#### Managing Local Admin Rights

For JumpCloud-managed devices, you can grant or revoke local admin privileges directly from the asset detail page using the quick actions menu - no manual steps in JumpCloud required.

* **Grant Local Admin** - elevates the device's primary user to local admin for a set time period (minutes, hours, days, or unlimited)
* **Revoke Local Admin** - removes local admin rights from the primary user at any time
* The asset owner is notified when admin access is granted
* All actions and outcomes are recorded in the device activity log

Support for additional MDM providers is coming soon.

#### Viewing Asset Technical Specifications

The **Specifications** section shows device and hardware information when available from MDM or integrations.

#### Understanding Device-Specific Specs

For devices, specifications include: Model, MAC address, Serial number, IP address, OS version, Disk encryption. Monitors have specialized specs (e.g., size, resolution). Non-device assets may show limited or no specs.

#### Viewing Asset Hardware Information

The **Hardware specifications** card shows: CPU, Battery health (and cycles when available), Memory, Storage (used/total), Network interfaces, Manufacturer, and Last Restart time (for Jamf and Kandji managed devices). Values are populated from MDM when supported.

**Last Restart** is retrieved automatically from each MDM. Jamf reads from Extension Attributes, recognizing common attribute names such as "Last Reboot", "System Boot Time", and "Last Boot Time". Kandji parses the relative `time_since_boot` field and converts it into an absolute timestamp.

#### Viewing Disk Encryption Status

The **Device Specifications** card displays a color-coded disk encryption badge for every managed device:

| Indicator                              | Meaning                                                      |
| -------------------------------------- | ------------------------------------------------------------ |
| **Green dot** + encryption method name | Disk encryption is active (e.g., FileVault, BitLocker, LUKS) |
| **Red dot** + "Disabled"               | Disk encryption is turned off                                |
| **Amber dot** + "Unknown"              | Encryption state could not be determined                     |

Harmony derives the specific encryption technology in use - FileVault for macOS, BitLocker for Windows, and LUKS for Linux - replacing the previous plain "True"/"False" display.

#### Viewing EDR Security Information

If you have an active SentinelOne or CrowdStrike integration, EDR security data is available on each asset's detail page and in the assets table. The following columns can be shown in the table (hidden by default):

| Column                | Description                                                                                |
| --------------------- | ------------------------------------------------------------------------------------------ |
| **EDR Status**        | Whether the agent is Active, Degraded, or Inactive; includes an outdated version indicator |
| **EDR Agent Version** | The installed agent version with provider icon; sortable ascending/descending              |
| **Active Threats**    | Number of active threats detected on the device                                            |
| **Last Scan**         | When the device was last scanned by the EDR agent                                          |

The outdated version indicator is shown inline in the table row, so you can identify assets running out-of-date EDR agents without opening each record. To show the EDR columns, open the column visibility dropdown and enable them.

#### Viewing Software Information on Assets

For MDM-managed devices, the **Related software** section lists applications installed or assigned to the device. Click an application to open its software detail page. Use the source link to open the device in your MDM.

***

### Tracking Asset Activity and Lifecycle

#### Viewing Asset Activity Log

Click the **Activity log** button in the asset header to open the activity sheet. It tracks changes to the asset: user actions, system updates, MDM syncs, automation events, and discovery events. New activity is indicated by an unread badge on the button.

![Activity log sheet with event list](/files/EaqQRybX66qea29opSBu)

#### Filtering Asset Activity

Use the **Filters** popover to filter by:

**Source (event type):**

* User action
* System event
* MDM sync
* Automation
* Discovery

**Category:**

* Lifecycle
* Purchase details
* Device info
* Compliance
* Notes
* Identity

Use the search input to find events by text. Click **Reset** or the X on applied filter badges to clear filters.

#### Understanding Activity Events

Each event shows who or what made the change (user, system, MDM, automation, discovery), when it happened, and what changed. Events are ordered by time (newest first).

#### Understanding Asset Lifecycle States

| Status               | Description                          |
| -------------------- | ------------------------------------ |
| **In stock**         | Available, not assigned              |
| **Active**           | Assigned and in use                  |
| **In repair**        | Being repaired                       |
| **EOL planned**      | End-of-life planned                  |
| **EOL grace period** | Past EOL, grace period               |
| **EOL reached**      | End-of-life date passed              |
| **Retired**          | Disposed, sold, or otherwise retired |

#### Tracking Asset Compliance Status

Compliance status reflects MDM or integration data (e.g., device policy compliance). Use the compliance filter in the list and the compliance badge on the asset detail page.

#### Tracking Asset Warranty Information

Warranty end date appears in the list (when present) and in the Purchase details card. Add or edit purchase details to record warranty type and end date. The warranty description is shown inline directly after the warranty type on the asset detail page, so you can read it at a glance without hovering over a tooltip.

***

### Related Resources

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Asset Management Settings</strong></td><td>EOL policies, low stock alerts, discovery, agent configuration</td><td><a href="https://github.com/harmonyso/public-docs/tree/main/guides/configuring-asset-management/README.md">https://github.com/harmonyso/public-docs/tree/main/guides/configuring-asset-management/README.md</a></td></tr><tr><td><strong>Asset Organization &#x26; Import</strong></td><td>Import assets, bulk update location and ownership, and export</td><td><a href="https://github.com/harmonyso/public-docs/tree/main/guides/managing-asset-organization-and-importing/README.md">https://github.com/harmonyso/public-docs/tree/main/guides/managing-asset-organization-and-importing/README.md</a></td></tr><tr><td><strong>Managing People</strong></td><td>Assign assets to employees and view employee assets</td><td><a href="https://github.com/harmonyso/public-docs/tree/main/guides/managing-people/README.md">https://github.com/harmonyso/public-docs/tree/main/guides/managing-people/README.md</a></td></tr><tr><td><strong>Asset &#x26; Automation Metrics</strong></td><td>Analyze asset metrics and automation performance</td><td><a href="https://github.com/harmonyso/public-docs/tree/main/guides/analyzing-asset-and-automation-metrics/README.md">https://github.com/harmonyso/public-docs/tree/main/guides/analyzing-asset-and-automation-metrics/README.md</a></td></tr></tbody></table>


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