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Bulk Custody Verification allows organizations to confirm asset assignments efficiently by sending verification requests to multiple users at once. This ensures accountability and helps maintain accurate asset records.
Key Notes
✔️ Only assets assigned to users can be verified.
✔️ Unassigned assets are automatically disabled from selection.
✔️ Assignees receive an email notification to verify their custody after sending out the verification requests.
Steps to Send Bulk Custody Verification
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Select Multiple Assets
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Navigate to the Assets page.
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Select multiple assets that you want to verify custody for.
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Click More > Verify Custody to proceed.
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Review the Custody Verification List
The system will display the selected assets along with key details:
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Asset Name & Tag – Identifies the asset.
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Assigned To – Displays the current user assigned.
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Status – Shows the verification progress:
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Verified – Custody has been confirmed.
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Pending – The verification request has been sent but not confirmed.
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To be requested – No verification request has been sent yet.
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Filtering Options: At the top, there’s a drop-down menu to filter assets by their status. Options include:
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All: Displays all assets.
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Pending: Shows assets that are in pending status.
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Verified: Filters to show verified assets.
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To be requested: Displays assets that are yet to be requested.
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The page shows which assets are ready to be verified and which ones are ineligible. If assets aren't assigned, a notification alerts you that they cannot be sent for verification.
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After previewing all assets that are eligible to send out the custody verification, click Next to proceed to the next step.
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Set Verification Due Date
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Enter a Due Date for the verification request.
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(Optional) Add Notes if necessary.
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Click Submit to finalize the process.