In FieldEx, the Custodian is the person directly responsible for the asset whether it’s stored in their van, used at their site, or under their supervision. Assigning custodians ensures accountability, improves asset traceability, and supports accurate reporting.
This article explains how asset custodian assignment works, where to set it, and how it supports your day-to-day responsibilities.
What is a Custodian in FieldEx?
A Custodian is a designated user who:
Has physical responsibility over the asset
Is accountable for its location, usage, and condition
May be asked to approve transfers, submit inspections, or flag issues
This role is visible inside the asset record and can also appear on reports or job assignments.
Where to Assign a Custodian
Web Path: Assets > New Asset or Assets > Edit Asset
Scroll to the Hierarchy and Classification section
Find the Custodian field
Select a user from the dropdown list
Click Save on the asset
Tip: You can change the custodian at any time as responsibilities shift. |
How It Works with the System
When a custodian is assigned:
The asset becomes part of that user’s visible asset list
Transfers or updates may notify the custodian (depending on settings)
The custodian’s name appears in audit trails and asset histories
Jobs or checklists can be filtered by custodian for field dispatch
Important: This field is separate from the Assigned Bin. A bin might hold the asset physically (e.g., VAN-123), while the custodian is the person responsible for it. |
Summary
Field | What It Does | Where to Set |
Custodian | Assigns responsibility for the asset | Hierarchy and Classification section of asset create |
Bin | Assigns physical storage (e.g., van, cage, technician) | Set separately under Location Details |
Assigning custodians in FieldEx helps you maintain accountability, ensure compliance, and clarify who is responsible for each asset at any point in time.