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Start inspections from assets

Learn how to start inspections directly from an asset via the web app and mobile app, so captured data is consistently associated with the right asset to help track its performance over time.

Why start inspections from assets?

Starting an inspection directly from an asset allows you to capture all data and readings attributed to the right asset every time. Adding asset questions to your templates ensures that each inspection consistently collects data about the same asset. This gives your team a reliable way to track each asset's performance and condition, whether you're managing one or multiple assets across sites.

For example, a site supervisor performing routine checks on heavy equipment can always log readings against the correct machine without manual input. This makes it easier to spot recurring issues and prioritize maintenance for specific assets to keep them running reliably.

What are the differences between an inspection and a scheduled inspection?

Inspections and scheduled inspections are both used to capture data and populate reports, but they differ in how they're created and managed.

Inspection

Scheduled inspection

How it's created

A user can create an inspection linked to an asset manually at any time.

Schedule inspections are generated from a recurring schedule linked to an asset.

Due date

There's no set due date. Users can start it when they need to.

Due dates are set based on the schedule.

Linked details

No details are pre-filled and users need to input them manually.

Pre-filled with an asset, assignee, and due date.

Best for

One-off checks, check-ins, or as part of a spot check.

Recurring checks your team needs to stay on top of.

Start an inspection from an asset

  1. Log in to the web app.

  2. Select Assets cube iconAssets in the sidebar or select it in Assets gallery view iconMore.

  3. You can choose how you want to view your assets by selecting Table view iconTable, Assets gallery view iconGallery, or Map iconMap on the upper-right of the page. You can also filter by type or site.

  4. Search and select the asset.

  5. Click More vertical icon on the asset's right-hand side and select Start inspectionStart inspection. Click more from the right-hand side of the asset and select start inspection.

  6. Alternatively, clickExpand more iconAdd on the upper-right corner of the page and select Start inspectionStart inspection. From the asset profile page, click Add. Then select "Start inspections."

  7. In the pop-up window, click the dropdown menu and select a linked template or search for one that you want to use.

  8. Click Start inspection.

  9. Progress through the inspection accordingly.

  1. Open the mobile app.

  2. Tap Assets cube iconAssets in the navigation bar or select it in Assets gallery view iconMore.

  3. Filter your assets by type or site or search for the asset.

  4. Select the asset.

  5. Tap the Plus filled icon on the lower-right of the screen.

  6. Tap Start inspection.

  7. Progress through the inspection accordingly.

You can start a scheduled inspection from an asset only if you are assigned to the schedule.

Start a scheduled inspection from an asset

  1. Log in to the web app.

  2. Select Assets cube iconAssets in the sidebar or select it in Assets gallery view iconMore.

  3. You can choose how you want to view your assets by selecting Table view iconTable, Assets gallery view iconGallery, or Map iconMap on the upper-right of the page. You can also filter by type or site.

  4. Search and select the asset.

  5. In the Overview tab, go to the "Activity" section and select the scheduled inspection.

  6. Alternatively, click the Activity tab at the top of the page and select the scheduled inspection.

  7. In the side panel, click Start inspection.

  8. Progress through the inspection accordingly.

  1. Open the mobile app.

  2. Tap Assets cube iconAssets in the navigation bar or select it in Assets gallery view iconMore.

  3. Filter your assets by type or site or search for the asset.

  4. Select the asset.

  5. Scroll down to the "Scheduled" section and tap the scheduled inspection you want to start.

  6. Progress through the inspection accordingly.

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