Equipment status reference
Equipment status is a persisted lifecycle value. It describes whether the physical asset is being prepared, operational, restricted, ended, or retained as history.
It is separate from:
- calibration requirement lifecycle and due status;
- current client, site, or location assignment; and
- deployment reasons such as
rotationormaintenance.
Implemented values
| Value | Meaning | Ordinary use |
|---|---|---|
draft | The equipment record is being prepared | Review identity, category, dates, and assignment before activation |
active | The equipment is available for normal operational use | Maintain assignments and calibration requirements |
quarantined | Use is restricted while a quality concern is investigated | Resolve the reason and any active out-of-tolerance investigation before restoration |
out_of_service | The equipment is deliberately unavailable for use | Repair, maintain, or assess it before restoration |
retired | The asset has permanently left operational service | Retain its history and archive only when dependencies allow |
archived | The record is retained as terminal history | No further ordinary lifecycle transition or assignment is available |
Permitted transitions
| From | Permitted target values |
|---|---|
draft | active, archived |
active | quarantined, out_of_service, retired |
quarantined | active, out_of_service, retired |
out_of_service | active, quarantined, retired |
retired | archived |
archived | None |
Every other direct transition is blocked. For example, an active item cannot be archived directly, and a retired or archived item cannot be returned to active through the normal lifecycle.
The initial draft to active transition does not require a reason. Other implemented status transitions require a reason and are retained in status history.
Activation prerequisites
Activating draft equipment, or restoring eligible equipment to active, checks:
- the equipment category is active;
- any current site belongs to the organisation and is active;
- any current location belongs to that site and it and its ancestors are operationally available; and
- the commissioned date, when present, is not in the future.
An unassigned item can pass destination validation because its current site and location are null. Activation does not assign equipment, create calibration requirements, or prove that calibration is current.
Quarantine and restoration caveats
Restoration is the transition from quarantined or out_of_service to active.
When restoring from quarantined, the service blocks activation while the equipment has an active out-of-tolerance investigation. Closing an investigation does not restore equipment automatically; an authorised user must still review the asset and use the explicit restore action.
Restoration also reruns the category, destination, location-hierarchy, and commissioned-date checks. Fix the underlying record rather than changing status merely to bypass a validation failure.
Retirement and archival blocks
Retirement requires:
- a retirement date that is not in the future;
- no draft, active, or suspended calibration requirements; and
- no calibration event awaiting approval.
Archival is allowed only from draft or retired and is blocked while any non-archived calibration requirement remains.
Retirement and archival preserve status history and regulatory records. They are not deletion actions and are not reversible through the ordinary workflow.
Concise examples
| Situation | Correct transition |
|---|---|
| New record has been reviewed | draft → active |
| Failed approved calibration opens an investigation | active → quarantined |
| Asset is unavailable for repair | active or quarantined → out_of_service |
| Quality issue is resolved and all checks pass | quarantined → active |
| Asset permanently leaves service | active, quarantined, or out_of_service → retired |
| Terminal record is ready for historical filing | draft or retired → archived |