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Asset Inspections & Management

Inspecting Assets

This section covers inspecting assets. First, go to a job and click the Checklist or Assets tab. For this example, select Assets first.

Step-by-step instructions

  1. Inspecting Assets - step 1
    Step 1

    This section covers inspecting assets. First, go to a job and click the Checklist or Assets tab. For this example, select Assets first.

  2. Inspecting Assets - step 2
    Step 2

    Create and link an asset. Select your asset type. Save the asset.

  3. Inspecting Assets - step 3
    Step 3

    Click Add Response. This opens the Choose a Checklist prompt. Select your checklist from the list.

  4. Inspecting Assets - step 4
    Step 4

    Click Link. The checklist prompt appears. The new checklist is now linked. Click Add Response.

  5. Inspecting Assets - step 5
    Step 5

    Add your response and complete the checklist. The asset now shows as passed.

  6. Inspecting Assets - step 6
    Step 6

    Another way to inspect an asset is to link the checklist first, then create the asset. Then create the asset.

  7. Inspecting Assets - step 7
    Step 7

    Click Add Response again, or in the Checklist tab, click Add Response. The asset appears in the linked assets section. Click Add Response to complete the inspection.

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