1. Introduction to the module

CASM Verification Reset is used to begin an asset audit for a selected area. The process removes the existing verification stamp from the selected assets and places them into an unverified state. Each asset must then be physically located and verified through the CASM mobile app.

Assets that have not yet been verified are clearly marked. This makes it easier to identify outstanding assets and focus investigation on items that cannot be found or confirmed.

User Profile Required

This guide uses the CASM Admin profile. The Admin profile has full access to the asset, verification reset, task and reporting features used in the process.

Important: Users with restricted permissions may not see all the menus or actions shown in this guide.

Process Overview

Verification Status Indicators

Indicator	Meaning
Green tick	The asset has been verified.
Red exclamation mark	The asset is unverified and must be found and verified.

2. Steps to Follow

Step 1: Open My Assets

Go to My Assets. Filter the list to the branch, department or area that will be audited. Confirm the current assets display a green verification tick.

Step 2: Open Verification Reset

From the My Assets menu, select the Verification Reset menu option.

Step 3: Select the Audit Scope and Assign a task

• From the Bulk Actions, select the location (1) – audit area in the filters
• Leave category (2) unrestricted when the full selected area must be audited.
• Task creation. Assign the verification task to the person (3) responsible and enter the required completion date.
• Kick off the process but selecting “Perform Bulk Actions” (4).

Figure 3. CASM screen reference for Verification Reset settings.

Step 4: Confirm Assets Are Unverified

Return to My Assets and apply the same branch filter. Reset assets now show a red exclamation mark and must be verified.

Step 5: Verification Task

Open Tasks and locate the new asset verification task. Edit the task (1) and change its status (2) from Open to In Operations/In Progress. Update (3) saves the changes.

Edit the task if needed and mark it as in progress – this will inform the requestor that the task is taking place.

Step 6: Verify Assets Using the Mobile App

The assigned user walks through the selected area and scans each asset tag in the CASM mobile app. Verified assets return to a green tick status. Go to the verify asset on mobile help guide for more info.

Step 7: Monitor Progress in Reports

Open Reports, select the Asset Status Report,

Filter to the branch, and use Checked or Unchecked to review verified and outstanding assets.

Step 8: Close the Task

When all assets are verified, confirm that no red indicators remain, open the task, mark the audit complete and close the task.

3. Audit Completion Checklist

• All assets within the selected branch and department have been physically checked.
• The My Assets screen no longer shows red unverified indicators for the audit scope.
• The Asset Status Report shows all expected assets as Checked.
• Any missing or unverified assets have been investigated and documented.
• The verification task has been updated to Completed and closed.
• The person who created the task has received the task closure notification.

4. Key Control Notes

• Use both My Assets and the Asset Status Report to confirm audit completion.
• Apply filters carefully before performing the reset. Only assets matching the selected filters will be affected.
• Create a task so responsibility, due date and audit status are formally recorded.
• Do not close the task while assets remain unverified unless the exceptions have been reviewed and formally accepted.