LifecycleHelp

Help

How Lifecycle works

  1. 1

    HR files

    Onboard, Change, or Offboard. Open / Closed plus Onboard / Change / Offboard / Return.

  2. 2

    IT works the ticket

    Queue checklist from job, location, and company. Open / Closed, then User / Device / Quality / Ship, plus Onboard / Change / Offboard / Return.

  3. 3

    Stages, not tickets

    One ticket. Work any stage. Red X skips N/A.

  4. 4

    Instructions

    Runbooks in the book icon. Match ticket task keys under each category.

Onboard

  1. 1User
  2. 2Device
  3. 3Quality
  4. 4Ship

One ticket. Work any stage. Skip with the red if it does not apply.

HR
Onboard, Change (roster / AD attributes), or Offboard. Offboard also opens a Return ticket.
Inventory
Add or Retire under Change. Start a hardware replacement from People, under that person's inventory.
Connections
Entra, on-prem AD, eBay, Intune, and Google. Ticket email is under Notifications. Access is IT/HR only - QA is IT.

Lifecycle

Help

Lifecycle keeps onboarding, changes, offboarding, and equipment returns on one queue, with your own checklist on every ticket and a record of every step. These pages explain how to do the everyday work, followed by setup notes for admins.

Using Lifecycle

What Lifecycle isOne desk for IT and HR to onboard, change, offboard, and recover equipment, with a written process and a record of who did what.Finding your way aroundThe Queue is home. The icons in the top bar open Instructions, Inventory, History, People, Servers, Money, and Settings. Help is in the footer.Working the QueueFilter tickets, work the User, Device, Quality, and Ship stages, assign yourself, and keep sensitive tickets private.Filing tickets (HR)How to start an onboarding, a change, or an offboarding, and what happens after you hand it to IT.PeopleYour staff list, kept in sync with Microsoft 365. Find a person and start a change or offboarding.InstructionsWrite your process once. Sections and steps for each ticket kind and stage become the checklist on every ticket. Each step can carry a cost.InventoryAdd, change, and retire devices. See everything in the All view or one type at a time, with who has each device.HistoryEvery action in Lifecycle, with who did it and when. Use it to answer a manager or an auditor.ShippingShip devices from the ticket, create USPS, FedEx, and UPS labels, ask employees for an address, and send return reminders.Employee portalWhat employees see when IT sends a transfer or replacement link: confirm the device, choose pickup or delivery, and return the old one.ServersTrack servers and service accounts from setup to retirement, with password reminders and checklists you can edit.MoneySpend over time, totals by category and job, and the reason behind each cost.LicensesTrack license seats in Inventory, and decide which licenses each job gets on its onboarding checklist.WarrantyKeep warranty dates on each device. Type them in, or look them up for Dell devices.Signing inSign in with your work Microsoft 365 account, or with Active Directory on an on-prem desk.

For admins: setup and connections

Getting startedThe short path to a working desk: create it, invite your team, connect Microsoft 365, and file a first ticket.First-run setupStep-by-step setup for a hosted desk or an install on your own Windows server.SettingsCompanies, connections, access, notifications, shipping, retirement, jobs, backups, and billing.Your desk address and invitesHow your desk's address is chosen, how to rename it, and how coworkers join.Windows single sign-on (on-prem)Let company PCs open your on-prem desk without typing a password.Backups and exportDownload all of your data at any time, and how automatic backups work.Cancel and take your dataHow to cancel, what happens afterwards, and how to leave with everything.The tray icon (on-prem)Open the desk, check that Lifecycle is running, restart it, shut it down safely, and install updates.ImmyBotConnect ImmyBot under Settings → Connections, map a tenant on each company, and put tags on each job. Hot standby starts onboarding when a matching PC is online.AutodeskConnect Autodesk under Settings → Connections, map an account on a company when you need one, and put project roles on each job. Onboard creates the user and assigns those roles.TroubleshootingWhat to check when the desk is down, emails do not arrive, sign-in fails, or labels and warranty lookups do not work.