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Asset Management

Create an Inspection Period

Learn how to create an inspection period in FieldMagic.

Step-by-step instructions

  1. Create an Inspection Period - Step 1
    Step 1

    Open Administration from the main menu.

  2. Create an Inspection Period - Step 2
    Step 2

    Search for "Asset Types" using the settings search field.

  3. Create an Inspection Period - Step 3
    Step 3

    Open Asset Types, then click "Add Asset Type".

  4. Create an Inspection Period - Step 4
    Step 4

    Enter a name for the asset type, for example "Tablet".

  5. Create an Inspection Period - Step 5
    Step 5

    Enter the performance requirements, for example "Test".

  6. Create an Inspection Period - Step 6
    Step 6

    Click Save to create the asset type.

  7. Create an Inspection Period - Step 7
    Step 7

    A default checklist is automatically created and linked to the new asset type.

  8. Create an Inspection Period - Step 8
    Step 8

    Click Edit on the newly created asset type, then navigate to the Inspection Periods tab.

  9. Create an Inspection Period - Step 9
    Step 9

    Click "Add Inspection Period".

  10. Create an Inspection Period - Step 10
    Step 10

    Select your desired inspection frequency, such as day, week, month, or year.

  11. Create an Inspection Period - Step 11
    Step 11

    Select the checklist to link to the inspection period.

  12. Create an Inspection Period - Step 12
    Step 12

    Click Save to apply your changes.

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