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Add or remove assets from a site

Learn how to add or remove assets from a site via the web app and the mobile app.

Why add assets to sites?

Adding assets to sites helps organize your list by grouping them under specific locations or projects. This makes it easier to manage assets at scale and quickly identify which ones belong to each site. It also improves your inspection process. When a site is selected in an inspection, your asset question will show relevant assets from that site first. You can add or remove assets from sites using the asset list or via CSV.

The asset list in an inspection after selecting a site via the web app.

What you'll need

Each asset can only be added to one site. If you're on the web app, you can add assets to sites using the "List" view.

When managing several assets, you can also add to or remove them from sites via CSV.

Add assets to a site

  1. Log in to the web app.

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

  3. Select the assets you want to add to a site.

    • To select a single asset, click Square check icon on the left-hand side of the asset.

      Select a single asset to add to or remove from a site via the web app.

    • To select multiple assets, click Square check icon in the table header to select all assets currently visible.

      Check the box in the table header to select all visible assets to add to or remove from a site via the web app.

    • If you want to include all assets in the list, click Select all assets at the bottom of the page.

      Select all assets to add to or remove from a site via the web app.

  4. Click Site iconAdd to site at the bottom of the page.

  5. In the side panel, select a site.

  6. Click Save and apply.

  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. Select the asset you want to add to a site.

  5. Tap More vertical icon at the upper-right of your screen and select Edit asset.

  6. Select a site.

  7. Tap Save at the upper-right of your screen.

You can only remove one asset at a time from a site via the mobile app.

Remove assets from a site

  1. Log in to the web app.

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

  3. Select the assets you want to remove from a site.

  4. To select a single asset, click Square check icon on the left-hand side of the asset.

    Select a single asset to add to or remove from a site via the web app.

  5. To select multiple assets, click Square check icon in the table header to select all assets currently visible.

    Check the box in the table header to select all visible assets to add to or remove from a site via the web app.

  6. If you want to include all assets in the list, click Select all assets at the bottom of the page.

    Select all assets to add to or remove from a site via the web app.

  7. Click Cross icon (colored)Remove from siteat the bottom of the page.

  8. In the pop-up window, click Remove.

  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. Select the asset you want to remove from a site.

  5. Tap More vertical icon at the upper-right of your screen and select Edit asset.

  6. Tap the site and then tap Clear on the upper-left of your screen.

  7. Tap Save at the upper-right of your screen.

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