- Using SafetyCulture
- Assets
- Manage the asset question in templates
Manage the asset question in templates
Learn how to manage the asset question in templates via the web app and the mobile app.
We understand that asset management is an important part of almost every business. From buckets to bulldozers, tracking everything that's happened with an asset allows you to stay on top of your game.
With the power of SafetyCulture (formerly iAuditor), you can import all your assets and track activities, such as inspections, for each asset from a single source of truth.
What you'll need
Take note
"Asset" as a type of response in templates is only available on the title page. You can also use each inspection's selected asset as part of the inspection title.
Updates to templates, such as adding the asset question, only apply to new inspections.
Manage the asset question in a template
Select Templates from the menu on the left-hand side.
Click the template and select Edit template in the side panel.
Click
Title Page to expand the page.Add a new question or select an existing one.
Click
under the "Type of response" column on the right-hand side and select Asset.
From here, you can:
Select if you want to show all assets in your organization or just assets from selected asset types in each inspection by clicking the "Show assets from" setting.
Move the question by dragging from the icon on its left-hand side.
Remove the question by clicking
on its right-hand side.Rename the question by double-clicking it and adjusting accordingly.
Mark or un-mark the question as required by checking or unchecking the "Required" box at its lower-left corner.
Open the mobile app.
Tap Inspections at the bottom of your screen.
Tap the template and select
Edit template from the pop-up options.Tap
Title Page to expand the page.Add a new question or select an existing one.
Tap the down arrow below the question label and select Asset.
From here, you can:
Select if you want to show all assets in your organization or just assets from selected asset types in each inspection by tapping the more menu and selecting the "Show assets from" setting.
Move the question by dragging from the icon on its left-hand side.
Remove the question by tapping
and selecting delete Delete.Rename the question by tapping the label and adjusting accordingly.
Mark or un-mark the question as required by tapping the more menu and checking or unchecking the "Required" box.
Frequently asked questions
The "Show asset from" option allows for streamlining the asset selection question in each inspection by making the list of assets more relevant for each template. Depending on a template's use case, you can select to either show all assets in your organization in each inspection or only show assets from selected asset types in the dropdown menu.
The following examples demonstrate the before and after of having an asset type selected for a template's Assets question:
When "All asset types" is selected, the question in an inspection will show all assets in the organization:
When specific asset types are selected, the question in an inspection will only show assets of that type:
Similar to the above, when starting an inspection from an asset profile, the list of templates will also be narrowed down to only show relevant templates instead of all templates in the organization:
Users can still search from all templates when starting an inspection from an asset profile. However, in an inspection, the asset dropdown menu will only list the assets from the selected types. Associating asset types to a template's Assets question helps list the most relevant templates and assets first in dropdown menus.
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