Equipment Change
An employee who stays with the company still changes equipment: a new laptop, an extra monitor, a phone given back, a broken headset. Equipment Change records what IT hands over and what it takes back in a single procedure, confirmed by the employee with one email.
Creating a change
- Open the employee's page from Staff Management › Assignment Status.
- Click Equipment Change and confirm.
The button is available when the employee has no other open procedure and has not been offboarded.
Handing over devices
In Add Device, search and add the devices and Inventory assets the employee receives, with the same rules as the onboarding: an Intune device must already have the employee as primary user, an extra device or an asset must not belong to someone else. They appear under Delivered.
Taking back devices
Click Return at the beginning of the row of a device or Inventory asset the employee gives back, and choose:
| Field | Values |
|---|---|
| Device condition | Excellent, Good, Worn, Damaged. |
| Destination | Parked, ready for the next person, or Decommissioned. Damaged proposes Decommissioned. |
The return is applied to the device immediately and the device appears under Returned. Remove from procedure on a row undoes the changes made to that device; deleting the draft undoes them all.
Write any information for the employee in IT Notes (change).
Sending to the employee
Click Confirm and Send Email. The email and the confirmation page show two tables, Devices received and Devices returned; the employee signs and confirms as for the onboarding. The confirmed change produces a PDF record and appears in the procedure history.
Intune and the status in the portal
For a returned Intune device only the status changes: the primary user in Intune stays the same until you change it there. What counts in the portal is the status: a parked, decommissioned or sold device is no longer part of the employee's equipment, even if Intune still links it to the employee. The row shows In Intune it is still assigned to …: change the primary user in Intune., and the employee's page lists these devices under Still assigned in Intune, not part of the equipment.
Permissions
The same permission as the onboarding, Device Assignment Onboarding (see Users & Permissions).