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

# 0. Getting Started with Device Management

> This page explains the workflow from device registration to full utilization.

<Info>
  The Device Plan (paid) is required to use device management features. To request a trial, contact us via "**Ask a support representative directly**" in the chat.
</Info>

## Overview

This feature provides comprehensive capabilities to centrally manage IT assets. It strengthens security and improves efficiency by supporting key processes throughout the device lifecycle.

## Workflow: From Device Registration to Utilization

1. [Preparation](#preparation)
2. Initial registration (creating the device ledger)
   For details, see [**Register a Device**](/en/it-management/device/tmkn2wxi35-manage-device#register-a-device).
3. Operations, assignment, and status management
   For details, see [**Manage Device Usage and History**](/en/it-management/device/tmkn2wxi35-manage-device#manage-device-usage-and-history).
4. [Periodic review and audit preparation](#periodic-review-and-audit-preparation)

## Preparation

* Plan the migration of your device ledger
  If you manage records elsewhere, plan the migration approach.
* Design your management fields
  Decide which device attributes you want to track. You can also [customize management fields](/en/it-management/device/2gdbiob664-device-itme).
* Define internal operational rules
  Clarify who assigns devices, when, and to whom. Establish processes for returns and disposal. Set quality rules for ongoing operations, such as verifying device status monthly.

## Periodic Review and Audit Preparation

* Visualize usage

Get a full overview of who holds which devices, current inventory counts, and any devices under repair. This makes it possible to prepare a ledger suitable for internal audits (for example, ISMS). When conducting an inventory, also refer to [Conduct an Inventory](/en/it-management/survey/duof745x7d-4-survey#inventory-check).

* Export the device ledger

Export the [device list as a CSV](/en/it-management/device/erfxlknd5e-1-devices#device-export). Run operational checklists regularly to identify missing registrations, unassigned devices, or incomplete disposals.

* Manage disposal and redeployment

Track the device lifecycle through end-of-use and disposal. When moving to "Disposed / Cancelled" status, verify physical retrieval, data erasure, and updates.