Collect compliance data at asset level

Use this procedure to record an asset’s identifying details, photos, compliance readings and assessment during a Risk Assessment.

Note

Required role: Inspector

Before You Get Started

Under an enforcing Control Regime, complete and save every required parameter before the assessment controls become available.

Open the asset

1. From Things to do, open the Assets tile.
2. Find the asset under its area and select it.

Complete the asset details

1. In General, upload or capture one or more photos.
2. Enter an optional Name. If you leave it blank, the asset type name is used.
3. Enter the required Asset Number.
4. Enter a value in QR Code, if needed.
5. Select a Network Position: Near source, Mid network or Far from source.
6. Review the read-only Location path.

The web QR Code box is a note only. It does not set the code that a scan resolves. The scannable code is set when the asset is added or in the mobile app.

Complete the parameters

1. Enter the asset’s required and optional values in Parameters, either by hand or from a connected sensor.
2. Optionally expand Linked Systems, Sensors, Linked Assets, Cases or Activity History to review related information.

Readings that cross a control-regime threshold can raise draft Technical Recommendations automatically.

Confirm the assessment

1. In Assessment, select Satisfactory or Unsatisfactory if you need to override the calculated result.
2. Press Confirm assessment when every required parameter has a value.

If required parameters are empty, choose Save anyway to save without completing them, or choose Go back and complete to return to the fields.

Save parameter changes

If a parameter value changed, Record why this changed opens when you save.

1. Optionally enter a Reason for change.
2. Press Save to store the change, or Cancel to abandon the save.

Do not clear a filled required parameter to change it. Type over the existing value instead. Clearing a required value does not delete it, and if it is the only change, nothing is sent. Clearing an optional parameter does delete it.

Video walkthrough

1. 1Entering Asset-Level Compliance Parameters