SafetyCulture
Last updated:

Edit assets

Learn how to edit assets via the web app and the mobile app.

What you'll need

Edit an asset

  1. Log in to the web app.

  2. Select Assets cube iconAssets from the menu on the left-hand side.

  3. Find the asset you want to edit. You can choose how you want to view your assets by selecting between Table view iconTable, Assets gallery view iconGallery, and Assets map viewMap on the upper-right of the page.

  4. Click image on the asset's right-hand side and select Edit iconEdit. Edit an asset via the web app.

  5. Edit the asset accordingly.

  6. Click Save.

  1. Open the mobile app.

  2. Tap Assets gallery view iconMore at the lower-right corner of your screen.

  3. Select Assets cube iconAssets from the list of options.

  4. Find the asset you want to edit. You can choose how you want to view your assets by switching between List iconList, Assets gallery view iconGallery, and Assets map viewMapon the upper-left of your screen.

  5. Tap the asset.

  6. To update the profile picture, tap image or the existing profile picture and proceed accordingly. Upload an asset profile picture via the mobile app.

  7. To update the asset details, tap image at the upper-right of your screen and select Edit asset. Edit an asset via the mobile app.

  8. To upload a media file, tap image at the upper-right of your screen and select Upload image or Upload PDF. Upload media asset files via the mobile app.

  9. 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

  1. Log in to the web app.

  2. Select Assets cube iconAssets from the menu on the left-hand side.

  3. Click image on the upper-right of assets and select Pencil iconEdit assets in bulk.

  4. Click Download existing assets.

  5. In the pop-up window, click the dropdown menu and select the asset type you want to edit assets for. Then, click Download.

  6. 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.

  7. Once you're ready, your CSV should look something like the following example: Add or edit assets in bulk using the CSV template via the web app.

  8. Go back to the web app and click Continue.

  9. Upload your CSV. If there are errors, resolve each error, then click Re-upload and try again.

  10. Click Continue at the bottom of the page.

  11. 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: Site IDs must be from the lowest site levels in your organization only.

Need more help?
Email
Phone
Ask the community

Thank you for letting us know.

If you would like a reply from someone, please contact us atsupport@safetyculture.com.

In this article