How can you customize and organize asset information in SnapInspect?
In SnapInspect Asset Custom Info, you can store various types of information. These 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
Learn how to add or edit custom fields.
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.
Updating the Area Layout using Custom Info
You can use Asset Custom Fields to define the layout of an asset (e.g., rooms or sections) and automatically pre-populate these into your inspection checklist based on the data saved at the asset level.
Prepare your Checklist Areas.
Navigate to the Checklist editor and verify the Area name (for example, "Bedroom")
Open Custom Field Settings
Go to the Company Settings (bottom right corner of the web app).Click Settings at the top.
Select Asset from the menu.
Click View/Edit next to Asset Custom Fields.
Add Layout Fields
Click the + Add New button.Enter the name of the area/room (e.g., "Bedroom").
Ensure the field name exactly matches the corresponding checklist item name.
Check the "Asset Layout" option to flag this field as part of the asset’s layout.
Save Changes
Click Update once all desired layout fields are added.Update the Asset Details
Navigate to the Assets tab
Click the green Action button on the right side of the asset.Select View/Edit Asset.
Navigate to Custom Info and add the property layout in the fields
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.