- Get started
- 3. Review your organization
- Optimize your processes (Part 3)
Optimize your processes (Part 3)
Learn how to manage all your assets in your organization.
4. Assets
What are assets?
Assets are physical objects you can add to the SafetyCulture platform. You can input key asset details like unique IDs, asset types, associated sites, rich media, documentation, or other custom fields you choose. Adding assets to your organization enables your team to perform scheduled inspections and create actions that revolve around your assets.
Plus, you can view a complete history of activity directly from each asset’s profile. Through integrations, you can also connect SafetyCulture with your existing asset management system to create a centralized repository for your asset information.
What you'll need
Once you've added assets to your organization, you can add an asset question to your templates and start monitoring your assets.
Add an asset
Select
Assets from the menu on the left-hand side.Click Add asset
on the upper-right of the page and select New asset. On this page, add an asset profile photo if applicable.
Enter the following primary asset details:
Unique ID: Enter the unique identifier of the new asset in your organization. This field is required.
Type: Select the asset type from the predefined list and additional custom fields will appear below. This field is required.
Select a site if applicable.
Enter the additional asset details.
Click Save at the bottom of your screen.
Open the mobile app.
Tap
More at the lower-right corner of your screen.Select
Assets from the list of options.Tap
at the lower-right of your screen.Tap
to upload an asset profile picture from your device's gallery or take a new one.Enter the following primary asset details:
Unique ID: Enter the unique identifier of the new asset in your organization. This field is required.
Type: Select the asset type from the predefined list and additional custom fields will appear below. This field is required.
Select a site if applicable.
Enter the additional asset details.
Tap Save at the upper-right of your screen.
You can only upload or edit assets in bulk using CSV via the web app, one asset type at a time.
Bulk add assets
Select
Assets from the menu on the left-hand side.Click Add asset
on the upper-right of the page and select 
Bulk upload (CSV).Click Download CSV template at the bottom of the page.
In the pop-up window, select the asset types you want to add assets to. Then, click Done, and click Download.
Open each asset type's CSV template and prepare your assets according to the CSV guide section.
Once you're ready, your CSV should look something like the following example:
In Prepare CSV, click Continue at the bottom of the page.
In Upload CSV, click
or drag and drop your files.If there are any errors, download the error report and resolve them.
Once you're ready, click Re-upload and upload your new CSV.
Click Continue at the bottom of the page.
In Create assets, click Upload another CSV file to add more assets or click Finish on the lower-right of the page.
Select
Assets from the menu on the left-hand side.Click Add asset
on the upper-right of the page and select 
Integrate from other system.Select the asset management system that you would like to add assets from, then follow the setup steps in the relevant article:
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