Looking for help?
Print

How do I create an asset?

From the Main Menu:

  • Click ‘Add New
  • Select to create an asset from a ‘Category’ or a ‘Pre-filled Template’

Note that creating from a Category will present a blank asset where any desired field must be filled in. Creating from a template allows you to link an asset to an existing template so that any values on the template will start out populated in your new asset. Templates need to be created by administrators, but can save time by preventing duplicative data entry. Also, when an asset is created from a template, future updates to the template will also be applied to any assets created from the template thus easily ensuring that assets stay up to date.

See further discussion on asset categories here

  • After selecting either a category or template, fill in desired asset values and click ‘Save’ once complete

Note: Required fields are marked in red and must be completed in order to create an asset

Previous Do I need an internet connection to create assets and perform inspections?
Next How do I search for an asset in the mobile app?
Table of Contents

Simple But Needed enhances critical elements of your operations by leveraging mobile and web technologies to perform key activities such as tracking assets, performing inspections, and completing other safety and compliance requirements. Our solutions reduce risk, save time, and easily configure to meet existing operational needs. Save time. Do more. Keep it Simple