> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sensorup.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Asset Status

> Track and manage the operational status of assets for accurate reporting and reconciliation, ensuring audit-ready data.

## What is Asset Status?

Asset Status is a comprehensive tracking system that maintains a complete historical record of each asset's operational state over time. This capability is essential for generating accurate, audit-ready reports and ensuring compliance with regulatory standards by automatically excluding inactive periods from emissions calculations.

<CardGroup cols={3}>
  <Card title="Audit-Ready Reports" icon="shield-check">
    Defensible compliance records
  </Card>

  <Card title="Automated Reconciliation" icon="calculator">
    Accurate emission calculations
  </Card>

  <Card title="Complete History" icon="clock">
    Full operational timeline
  </Card>
</CardGroup>

## Why Use Asset Status?

<CardGroup cols={2}>
  <Card title="The Problem" icon="triangle-exclamation">
    **Without asset status tracking:**

    * Manual reconciliation of operational data is time-consuming and error-prone
    * Emissions reports include periods when assets weren't active
    * No audit trail for status changes and compliance decisions
    * Risk of inaccurate reporting that's vulnerable to regulatory scrutiny
  </Card>

  <Card title="The Solution" icon="lightbulb">
    **With Asset Status:**

    * Automated tracking creates a single source of truth for asset operations
    * Reports automatically exclude inactive periods for accuracy
    * Complete audit trail for all status changes with user attribution
    * Confidence in regulatory submissions with defensible data
  </Card>
</CardGroup>

## Core Capabilities

<AccordionGroup>
  <Accordion title="Understanding Status Categories" defaultOpen="true" icon="list">
    Asset Status standardizes all operational states into two clear categories, ensuring consistent reporting across all data sources.

    **ACTIVE**

    * Asset is active and functioning as expected
    * Includes statuses like: Active, Limited Use, Available, Online
    * Emissions from these periods are included in reports

    **INACTIVE**

    * Asset is inactive or cannot be used
    * Includes statuses like: Broken, Decommissioned, Inactive, Missing, Offline, Maintenance
    * Emissions from these periods are automatically excluded from reports

    <Info>
      **Smart Mapping:** The system preserves your original terminology while standardizing for reporting. For example, if your system shows "Under Maintenance," it's stored as your original term but standardized to INACTIVE for consistent reporting.
    </Info>
  </Accordion>

  <Accordion title="Status Fields and Information" icon="database">
    Each status entry contains comprehensive information for audit and compliance purposes:

    | Field               | Description                                      | Purpose                                   |
    | ------------------- | ------------------------------------------------ | ----------------------------------------- |
    | **Status**          | Standardized category (ACTIVE/INACTIVE)          | Primary field for filtering and reporting |
    | **External Status** | Original status from your source system          | Preserves your terminology                |
    | **Start Date/Time** | When this status became active                   | Defines operational periods               |
    | **End Date/Time**   | When this status ended (empty = current)         | Defines operational periods               |
    | **Status Reason**   | Explanation for the status change                | Audit trail and context                   |
    | **Is Inferred**     | Whether explicitly set or automatically inferred | Data quality indicator                    |
  </Accordion>

  <Accordion title="Automated vs Manual Management" icon="gears">
    Asset Status supports both automated integration and manual control for complete flexibility.

    ### Automatic via Integration

    * Primary method for status updates
    * Syncs directly from your operational systems (Maximo, SAP, etc.)
    * Automatically maps your statuses to standard categories
    * Creates historical log as reported by source systems

    ### Manual Override by Administrators

    * Administrator role required for manual changes
    * Set specific date ranges for status periods
    * Add reasons for audit purposes
    * Handle corrections or missing periods

    <Warning>
      **Temporal Validation:** Status periods cannot overlap. Any ongoing status must be ended before adding a new status for a more recent period.
    </Warning>
  </Accordion>
</AccordionGroup>

## Common Use Cases

**Excluding Sold Assets from Reports**
When assets are sold or permanently decommissioned, mark them as INACTIVE from the sale date forward to ensure they don't contribute to ongoing emissions totals.

**Managing Temporary Shutdowns**
For planned maintenance or temporary closures, set INACTIVE status for specific date ranges to accurately reflect when assets were inactive and not contributing to emissions.

**Compliance Reporting**
Generate reports that automatically exclude inactive periods, providing regulators with accurate data that reflects your actual operational footprint.

## Managing Asset Status

### Manual Status Management

<Tabs>
  <Tab title="Setting Status Periods">
    <Steps>
      <Step title="Navigate to Asset">
        From the **Assets** tab, click on the asset you want to update to open its details page.
      </Step>

      <Step title="Access Status Tab">
        Select the **Status** tab to view current and historical status information.
      </Step>

      <Step title="Add Status Period">
        Click **Add dates** to create a new status period.
      </Step>

      <Step title="Configure Status">
        * Select **ACTIVE** or **INACTIVE**
        * Enter a **Reason** for audit purposes
        * Set **Start Date** and **End Date** (leave end date empty for ongoing status)
        * Click **Save**
      </Step>
    </Steps>
  </Tab>

  <Tab title="Viewing Audit Trail">
    <Steps>
      <Step title="Access Status History">
        In the asset's **Status** tab, view the complete timeline of status changes.
      </Step>

      <Step title="Review Change Details">
        Each entry shows:

        * Who made the change
        * When it was made
        * Reason provided
        * Original source (manual vs. automatic)
      </Step>

      <Step title="Export for Compliance">
        Use the export function to generate audit reports for regulatory submissions.
      </Step>
    </Steps>
  </Tab>
</Tabs>

### Automated Status Integration

<Info>
  **Future Capability:** Automated status synchronization from operational systems is available through backend configuration. Contact your SensorUp team for setup assistance.
</Info>

**Integration Capabilities:**

* Direct API integration with operational systems
* Custom status mapping from source systems
* Real-time status updates
* Comprehensive audit trails

## Using Status for Reporting

Asset Status automatically integrates with your reporting workflows to ensure accuracy and compliance.

**Automated Report Filtering**

* Emissions reports automatically exclude INACTIVE periods
* Historical data reflects accurate operational timelines
* Compliance reports include complete audit trails

**Report Accuracy Benefits**

* No manual data adjustments needed
* Defensible data for regulatory submissions
* Complete operational context for auditors

## FAQ / Troubleshooting

<AccordionGroup>
  <Accordion title="Why are some status periods marked as 'inferred'?" icon="question">
    When no explicit status exists for a time period, the system automatically infers ACTIVE status to ensure complete temporal coverage. The `isInferred` flag helps you identify these periods for data quality assessment.
  </Accordion>

  <Accordion title="Can I edit or delete existing status periods?" icon="question">
    Administrator users can modify status periods, but temporal validation prevents overlapping periods. You must end an ongoing status before adding a new one for a more recent time period.
  </Accordion>

  <Accordion title="How does status affect my emissions reports?" icon="question">
    Emissions data from periods when assets are marked as INACTIVE are automatically excluded from calculations, ensuring your reports reflect only active operational periods.
  </Accordion>

  <Accordion title="What happens if I don't set any status for an asset?" icon="question">
    Assets without explicit status records are considered ACTIVE by default. The system fills any gaps in status history with inferred ACTIVE periods to ensure complete coverage.
  </Accordion>

  <Accordion title="How do I set up automated status updates from our operational systems?" icon="question">
    Automated status integration is available through backend configuration. Contact your SensorUp support team to discuss integration with systems like Maximo or SAP and set up the necessary API connections.
  </Accordion>
</AccordionGroup>

<Expandable title="Technical Implementation Details">
  ## System Architecture

  Asset Status uses a dual-storage approach optimized for different query patterns:

  * **Real-time Updates:** DynamoDB for single asset queries and immediate status changes
  * **Analytics & Reporting:** Parquet/Delta Lake for high-performance list queries and historical analysis

  ## Data Quality Assurance

  * **Temporal Consistency:** Automatic validation prevents overlapping status periods
  * **Audit Trail:** Complete change history with user attribution
  * **Gap Filling:** Automatic inference ensures no missing periods in reports
  * **Performance Optimization:** Smart caching and parallel processing for large datasets

  This architecture ensures reliable, audit-ready data while maintaining excellent query performance across diverse operational environments.
</Expandable>

## Key Benefits

<Check>
  **Regulatory Confidence**
</Check>

Submit emissions reports with complete confidence, knowing your data accurately reflects operational reality and includes comprehensive audit trails.

<Check>
  **Automated Accuracy**
</Check>

Eliminate manual spreadsheet adjustments and reduce errors by automatically excluding non-operational periods from all calculations and reports.

<Check>
  **Complete Transparency**
</Check>

Maintain full visibility into all status changes with detailed audit trails, ensuring preparedness for regulatory audits and internal reviews.

<Check>
  **Operational Efficiency**
</Check>

Reduce administrative overhead with available automated status integration while maintaining the flexibility for manual overrides when needed.

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Assets Model" icon="cubes" href="/use-sensorup/assets/assets-model">
    Understand the complete asset data model and how operational status integrates with other asset properties.
  </Card>

  <Card title="Getting Started with Assets" icon="rocket" href="/use-sensorup/assets/getting-started">
    Learn the fundamentals of asset management and begin implementing status tracking workflows.
  </Card>

  <Card title="System Integration" icon="plug" href="/use-sensorup/user-management/getting-started-integrations">
    Learn about integrating with your operational systems for automated status management.
  </Card>
</CardGroup>
