What it covers
Run audits, record changes and use operational links instead of disconnected spreadsheets.
Documents and assets
Asset audits and financial lifecycle
Review asset custody and financial changes with accountable evidence.
How it works
Keep custody checks and financial changes traceable
Run asset audits and record financial lifecycle changes with accountable evidence. Operational links keep the history connected to the asset instead of scattered across spreadsheets.
In practice
Review audit outcomes and lifecycle changes from the managed asset.
When to use it
Useful situations
- Run a custody check for equipment at a site.
- Record a lifecycle change with accountable evidence.
- Review financial and operational changes together.
A working path
How the work moves
Plan
Create an audit scope for the assets and location to review.
Verify
Record the observed custody or condition against each asset.
Resolve
Investigate exceptions and record approved lifecycle changes.
Illustrative scenario
annual stocktake
An operations lead records missing equipment as exceptions, assigns follow-up and preserves the audit result with the affected assets. The audit result records the observed item and exception separately from any later write-off or transfer, making it clear what was verified and what was approved afterwards.
Before you start
What to check
- Audit evidence should identify the person and date of verification.
- Financial changes remain governed by the workspace's available controls.
Does an audit delete an asset?
No. It records findings; lifecycle changes require their own controlled action.
Can we review past audits?
Yes, the asset history retains supported audit evidence.
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