- Using SafetyCulture
- Assets
- Edit assets
Edit assets
Learn how to edit assets via the web app and the mobile app.
What you'll need
If an asset is connected to an asset management system integration, any edit you make will be overridden the next time the integration syncs.
Edit an asset
Select
Assets from the menu on the left-hand side.Find the asset you want to edit. You can choose how you want to view your assets by selecting between
Table, 
Gallery, and 
Map on the upper-right of the page.Click
on the asset's right-hand side and select 
Edit.
Edit the asset accordingly.
Click Save.
Open the mobile app.
Tap
More at the lower-right corner of your screen.Select
Assets from the list of options.Find the asset you want to edit. You can choose how you want to view your assets by switching between
List, Gallery, and Mapon the upper-left of your screen.Tap the asset.
To update the profile picture, tap
or the existing profile picture and proceed accordingly.
To update the asset details, tap
at the upper-right of your screen and select Edit asset.
To upload a media file, tap
at the upper-right of your screen and select Upload image or Upload PDF.
Changes are saved automatically.
You can only upload or edit assets in bulk using CSV via the web app, one asset type at a time.
Bulk edit assets using CSV
Select
Assets from the menu on the left-hand side.Click
on the upper-right of assets and select 
Edit assets in bulk.Click Download existing assets.
In the pop-up window, click the dropdown menu and select the asset type you want to edit assets for. Then, click Download.
Open each asset type's CSV template and prepare your assets. You can refer to the "CSV guide" section in this article for guidance on preparing your CSV.
Once you're ready, your CSV should look something like the following example:
Go back to the web app and click Continue.
Upload your CSV. If there are errors, resolve each error, then click Re-upload and try again.
Click Continue at the bottom of the page.
To edit more assets in bulk, click Upload another CSV file or click Finish on the lower-right of the page.
CSV guide
Use the instructions on row 2 of each CSV file to guide your preparation. Once you're ready, delete row 2.
Fields
In each CSV template, each column, apart from the "Type" column, represents an asset field. Depending on a field's format (text, date, or currency), you'll need to format it correctly for a successful upload.
Please do not edit the column headers or add any new columns. If you need to create new fields for an asset type, please do so via the web app first, then download the CSV template again to prepare.
Date fields
Make sure each date is formatted the same way as your profile's date format. For example, if your profile's date format is set as "yyyy-MM-dd", then your dates in the CSV should use the same format such as "2021-02-21".
Depending on the app you use to prepare your CSV file, dates might be formatted automatically. Learn how to format date cells using Microsoft Excel to align with your profile's date format.
Currency fields
Make sure each value's currency is specified using ISO 4217 code without any comma dividers or special characters. For example, $1,200.95 in U.S. dollars should be entered as "1200.95 USD".
Site ID fields
Your sites are presented in a hierarchical structure. Make sure your site IDs are from the lowest site levels.
To get a site ID, you can view it from the Sites Details page. You can also download your organization's site list if you prefer.
Troubleshooting
If you receive an error message when you upload assets in bulk via CSV upload, it may be for a few reasons. We recommend that you check the following points for each field that returned an error:
Duplicate Unique ID: Each asset's "Unique ID" must be unique.
Incorrect formatting: Make sure the value you're mapping matches the supported format of the field. For example, a date field only accepts date formatting.
Missing asset type: Each asset must have a specified "Type".
Incorrectly formatted dates: Make sure each date is formatted the same way as your profile's date format.
Incorrectly formatted currency values: Make sure each currency is specified using ISO 4217 code and doesn't have comma dividers or special characters.
Invalid site ID provided: A Site ID is a unique string of numbers and letters that comes from the lowest site levels in your organization (for example, "39c2f508-e0c9-420d-b35f-31fae5f80542"). Meanwhile, a Site name is usually the name of a place or location relevant to your organization (for example, "Metropolitan Sydney"). To troubleshoot this error, make sure that you're using a SIte ID instead of a Site name.
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