How can you customize and organize asset information in SnapInspect?
In SnapInspect Assets, you can store various types of information. Custom Fields allow you to add specific details or attach extra files easily. You can also save your asset layout for recurring inspections, ensuring default areas are set up in advance.
How to Create Asset Custom Fields
Once you’ve set up your custom fields, they will automatically be included in any new assets you create.
Click on Company Settings in the bottom right corner, then select Settings at the top, and choose General Settings.
Scroll down to the Assets and Tasks tab and click the View/Edit button for Asset Custom Fields to open the pop-up menu.
Click the + Add New button on the left to begin adding various types of information.
Enter a name for your custom field, then select the type of information you want to store.
After entering your information and selecting the file type, click the Add New button in the bottom right to save your custom fields.
Navigate to the Assets tab on the left, then click View/Edit next to the asset you want to modify.
Click on the Custom Information tab on the left; all your added custom fields should appear there.
Fill in all the information into the fields. If you need to add any files, click the Select File button to upload them to SnapInspect.
Once all information is added, click the green Update button in the bottom right corner to save everything.
You can add custom information to assets using an Excel spreadsheet.
For more Information about importing/exporting Assets, Please Click Here
If you have any additional questions or need support, please contact the team at support@snapinspect.com.