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Adding an Asset Type

Asset Inspections

A
Written by Amanda Arena
  1. From the home screen, expand the menu option then select 'Settings'

2. Expand the 'Templates Manager' section by clicking on the arrow, expand the 'Asset Inspection' section as well then select 'List'

3. Click on the "+' sign

4. Name the Inspection, the reference must be only 3 capital letters. The frequency is defaulted to 7 days, but you can change it to tailor to your standards.

Click on the "+" to add custom fields, statements, questions, checkboxes, etc.

5. Select the relevant field type, add options if applicable depending on the field type, name the field, then select 'Accept' to save.

6. Preview the inspection in the Mobile Preview. Continue to build out any information required for this Asset inspection type. Once completed, select 'Create new asset type' to save

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