Dernière mise à jour: 13 septembre 2024

Gérer les relevés d'actifs

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What are asset readings?

We understand that it's important to have visibility over your assets to forecast when maintenance or replacement is required to manage your operational costs accordingly. With asset readings, you can determine the condition, performance, and usage of all the assets in your organization. You can collect your latest asset readings either by capturing them via inspections manually or setting up an integration with an asset management system to do so automatically.

View readings on the asset profile via the web app.

How it works

This diagram illustrates the complete process for setting up and managing asset readings for you to fully maximize the feature in the platform.

The asset readings process diagram.

Vous aurez besoin

Although it's possible to create templates on the mobile app, we recommend building templates via the web app for the best experience.

Les modifications publiées apportées aux modèles ne s'appliquent qu'aux nouvelles inspections.

Manage asset readings in a template

Log in to the web app.
Select Modèles from the menu on the left-hand side.
Click the template and select Modifier le modèle in the side panel.
Click Page de titre to expand the page.
Add an asset question.
- Add a new question or select an existing one.
- Click under the "Type of response" column on the right-hand side and select Actif.
Add number response questions.
- Click the down arrow under the "Type of response" column on the right-hand side and select Nombre.
- By default, the Number format is selected below the question label.
- Select either kilometers or miles to capture odometer readings, or hours or minutes for runtime readings.
Add more questions or edit existing ones as needed.
Link asset readings to your asset and number response questions.
- Click the asset question, and then click Add next to the "Capture readings" option.
- In the side panel, select an odometer or runtime reading with the appropriate unit.
- Select the relevant number response question to link it to the reading.
- Click Link another reading to add more readings to the template.
- Click Enregistrer et appliquer.
Click Publier on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.

Open the mobile app.
Tap Inspections at the bottom of your screen.
Select Modèles tab at the top of your screen.
Tap the template and select Modifier le modèle from the pop-up options.
Tap Page de titre to expand the page.
Add an asset question.
- Add a new question or select an existing one.
- Tap the down arrow below the question label and select Actif.
Add number response questions.
- Tap the down arrow below the question label and select Nombre.
- Tap at the lower-right of the question. By default, the Number format is selected.
- Select either kilometers or miles to capture odometer readings, or hours or minutes for runtime readings.
Add more questions or edit existing ones as needed.
Link asset readings to your asset and number response questions.
- Tap the asset question, and then click Add next to the "Capture readings" option.
- In the side panel, select an odometer or runtime reading with the appropriate unit.
- Select the relevant number response question to link it to the reading.
- Tap Link another reading to add more readings to the template.
- Tap Enregistrer et appliquer.
Tap Publier on the upper-right of your screen to publish the template. If you're not ready to publish the template, you can go back to the templates list and come back when you're ready.

If you remove a linked reading from a template, you won't be able to track asset usage for that reading in future inspections with the same template anymore.

Overseeing multiple asset templates? Quickly manage all templates with asset questions, including asset types and readings from the Assets settings page.

Frequently asked questions

Texte

The asset readings that are available in templates are pre-defined. You can use either kilometer or miles to track your odometer usage and hours or minutes to track your runtime usage. However, if you have the "Assets: Settings" permission, you can rename them.

Rename asset readings via the web app.