- Using SafetyCulture
- Assets
- Add or remove assets from a site
Add or remove assets from a site
Learn how to add or remove assets from a site individually or in bulk via the web app and the mobile app.
Why add assets to sites?
Adding assets to sites helps you organize your list so that you can easily find out which assets belong to which location or project. The association between assets and sites also improves your inspection experience. Based on the site you select, the dropdown menu for the assets question will be filtered to show assets from that site first.
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 bulk upload assets with sites or bulk edit assets to include or remove sites.
Add assets to a site
Select
Assets from the menu on the left-hand side.Check the box of the asset you want to add to a site. You can also select multiple assets by checking the box on the asset list table header, and also click Select all assets if you want to include the rest on your list.
Click
Add to site on the lower-right of the page. In the side panel, click the dropdown menu and select the site.
Click Save and apply.
Open the mobile app.
Tap
More at the lower-right corner of your screen.Select
Assets from the list of options.Tap
at the upper-right corner in the asset list.Tap
Select assets, and check the box of the asset you want to add to a site. You can also select multiple assets to add to a site.Tap Add to site and select the site in the pop-up menu.
You can only remove one asset at a time from a site via the mobile app.
Remove assets from a site
Select
Assets from the menu on the left-hand side.Check the box of the asset you want to remove from a site. You can also select multiple assets by checking the box on the asset list table header, and also click Select all assets if you want to include the rest on your list.
Click
Remove from site on the lower-right of the page. In the pop-up window, click Remove.
Open the mobile app.
Tap
More at the lower-right corner of your screen.Select
Assets from the list of options.Select the asset you want to remove from a site.
Tap
at the upper-right of your screen and select Edit asset.Tap the dropdown menu under "Site" and tap Clear on the upper-left of your screen.
Tap Save at the upper-right of your screen.
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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