Reclassification
Reclassification is the process of changing one or more classification fields on an asset -- for example, moving an asset to a different location, changing its category, or assigning a new custodian. This page provides an overview of the fields that can be reclassified and the methods available for doing so.
Common Reclassification Fields
The following fields are the most frequently reclassified. Each field represents a way of categorising or organising assets:
| Field | Purpose |
|---|---|
| Category | The asset type (e.g., PC - Desktop, PC - Laptop, Server). Changing category may change which form is displayed for the asset. |
| Status | The lifecycle state (e.g., In Service, In Storage, On Order). Determines which queries include the asset. |
| Location | Where the asset is physically situated. Used for site-based reporting and audit planning. |
| Cost Centre | The financial cost centre responsible for the asset. Used for charge-back and budgeting. |
| Department | The organisational department that owns or uses the asset. |
| Company | The legal entity that owns the asset (in multi-company environments). |
| Custodian | The person primarily responsible for the asset. |
| Responsible Custodian | A secondary responsible person (e.g., a manager). |
| Servicing Custodian | The person or team responsible for maintaining or servicing the asset. |
| Supplier | The vendor that supplied the asset. |
| Servicing Supplier | The vendor responsible for warranty or maintenance. |
| Importance Rating | A priority classification for the asset. |
Additionally, IT-specific fields such as Domain Name and other specification data fields can be reclassified where applicable.
Methods for Reclassification
xAssets provides four methods for reclassifying assets. Choose the method that best fits the situation:
| Method | Best For | Details |
|---|---|---|
| Edit individually | Changing fields on a single asset | Open the asset, change the field value, and save. Simplest approach for one-off changes. |
| Bulk Update | Applying the same change to many assets at once | Select multiple assets, open bulk update, change the field, and save. All selected assets are updated. |
| Transfer | Moving assets between Cost Centres, Locations, or Companies with formal tracking | Creates a transfer record and optionally financial transactions. Use when the move needs to be auditable or has financial implications. |
| Drag and Drop | Visually reclassifying by dragging assets to a tree node | Fast and intuitive for location or category changes. Works with the tree panel on the left of the results screen. |
Tip: For simple, non-financial reclassifications (e.g., correcting a wrong location), editing the field directly or using drag and drop is quickest. For moves that need financial tracking or an audit trail, use the formal Transfer process.
Tip: Changing an asset's Category may change the form that is displayed when editing that asset. If you reclassify an asset to a different category, the asset will use the form configured for the new category. Fields that exist on both the old and new forms retain their values; fields that do not exist on the new form are hidden but not deleted.
Related Articles
- Bulk Update — changing fields on multiple assets at once
- Transfers — formal transfer operations with financial tracking
- Drag and Drop — visual reclassification using the tree panel
- Editing Assets — editing individual asset fields