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View asset profiles

Learn how to view asset profiles via the web app and the mobile app.

What can I see in an asset's profile?

Depending on the level of detail added to an asset, its profile can be your source of truth for everything you need to know about it. This includes its looks, its details such as registration or expiration dates, any associated documents and images, and all relevant activities such as inspections and actions.

You can view the asset's profile directly from the app or scan an NFC tag attached to an asset if there is one.

While your device is offline, you can only view the asset name, asset type, photo, and site. However, sufficient asset data are stored offline for you to start an inspection or create an action from an asset.

View an asset profile via the web app.

By setting up an integration with an asset management system such as Samsara, Geotab, or Caterpillar (VisionLink), you can also view the following telematic readings from each asset, within the asset profile:

View an asset profile

  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 view. 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 the asset.

  5. On the asset profile, you'll find the following details and options available to you:

    • Start inspection: The option to start an inspection and have the asset question pre-filled. If the asset is added to a site, the site will also be pre-filled in the inspection.

    • Create action: The option to create an action and have the asset field pre-filled. If the asset is added to a site, the site will also be pre-filled in the action.

    • View all details: Information including the asset's unique ID, name, last inspection location, and any fields associated with the asset's type. If you have the "Assets: Manage" permission, you can edit the asset.

    • Map: The last location of the conducted inspection associated with this asset. If you have set up an integration with an asset management system such as Samsara, Geotab, or Caterpillar (VisionLink), the map will display the GPS location of the asset rather than the last inspected location.

    • Telematic readings: By setting up an integration with an asset management system such as Samsara, Geotab, or Caterpillar (VisionLink), you can view the following telematic readings from each asset:

      • Odometer

      • Engine hours

      • Temperature

    • Images and Documents: Media files associated with the asset, such as registration records. If you have the "Assets: Manage" permission, you can upload documents and images.

    • To do: The list of to-do items associated with the asset, including scheduled inspections, open actions, and in progress inspections. Please note that only inspection schedules that are assigned to you are shown.

    • All activity: The list of activities associated with the asset, such as inspections and actions.

  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 view. 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. On the asset profile screen, you'll find the following details and options available to you:

    • Start inspection: The option to start an inspection and have the asset question pre-filled. If the asset is added to a site, the site will also be pre-filled in the inspection.

    • Create action: The option to create an action and have the asset pre-filled. If the asset is added to a site, the site will also be pre-filled in the action.

    • To do: The list of to-do items associated with the asset, including scheduled inspections, open actions, and in progress inspections. Please note that only inspection schedules that are assigned to you are shown.

    • Activity: The list of activities associated with the asset, such as inspections and actions.

    • Details: Information including the asset's unique ID, name, last inspection location, and any fields associated with the asset's type. If you have the "Assets: Manage" permission, you can edit the asset.

    • Telematic readings: By setting up an integration with an asset management system such as Samsara, Geotab, or Caterpillar (VisionLink), you can view the following telematic readings from each asset:

    • Media: Documents and images associated with the asset, such as registration records. If you have the "Assets: Manage" permission, you can upload documents and images.

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