Configure Asset Updates for an Inspection Template

Asset Updates are used to update a field on the assets attached to an inspection when the inspection is closed. This information is pushed back into the GIS to keep an updated record of your asset information.

PREREQUISITES:

Asset Groups must be configured under GIS > Asset Groups. See Configure Assets for more information.
Observations must be added on the Observations tab. See Configure Branch Observations or Configure Linear Observations for more information.
Asset Updates require users to have the Close permission for inspections. See Employee Relates or Assign Permissions to an Employee for more information on assigning permissions to users.

TIP: You can filter the list of records displayed. See Filter Records for more information.

Select a custom inspection template from the Work Activity Templates panel.
Click the Asset and Map tab on the Template Details panel.

The Asset Updates section shows existing asset updates.

Click Add record to add a new asset update.

Select the Available Asset Types. This field is populated based on the Apply to Entities section defined on the General tab.
Select the Asset Fields to update.
Select either Custom Value or Inspection Field to specify how the asset field is updated.

Select Custom Value to update the field with a custom value. Enter the desired value.
Select Inspection Field to update the field with a value from a field on the inspection. Select the field.
Select the Inspection Observation to associate this asset update to.

NOTE: Since inspection observations are stored in the database as text fields, they can only be mapped to text fields in the GIS. In other words, the Inspection Observation drop-down list is only available if the value selected for the Asset Fields is a text field.

Click Add.
To remove an Asset Update, select it and click Delete selected records.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.