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Sites and assets

Purpose​

Explain how sites and assets work together in InspectAssets and why accurate setup is critical.

Sites​

Sites represent locations, facilities, or operational areas. Sites are used for:

  • inspection planning and scheduling
  • inspector selection and filtering
  • reporting and organisational roll-ups

Recommended site governance:

  • use consistent naming conventions
  • avoid creating duplicates for the same location
  • document any site renames that affect reporting

Assets​

Assets represent equipment or items to be inspected and tracked over time. Assets enable:

  • repeatable inspections
  • trend analysis and asset health history
  • structured reporting by asset class/type

Recommended asset governance:

  • assign assets to the correct site
  • include stable identifiers (serial/asset tag where applicable)
  • avoid “temporary” assets that later need merging

Why this matters​

Most reporting and insight issues are caused by:

  • incorrect site selection during inspections
  • duplicate assets or inconsistent naming
  • major template changes without governance

Treat sites and assets like master data: keep them stable and intentional.

Need step-by-step instructions? If you already have access to the app, open the Role Guides in the private documentation area (requires login).