How to create & manage an asset inspection checklist for the Zuper Web App?
The field
service team inspects and records the asset issues or maintenance, and with our
new form, this asset inspection is made easy.
Navigation:
Settings --> Custom Fields and Checklist Settings --> Inspection Forms
Asset Management --> Asset Details --> Asset Inspection Form
If the job has
one or multiple assets during the job, the Field Technician can choose the
asset’s form and fill in the information for each asset.
Pre-Requisites:
The settings
should be configured for the Asset Inspection form and associated with the
Asset. The Asset inspection form can either be created or modified or deleted.
1. Select
the “Settings” module from the left panel.
2. Select
the “Asset Inspection Form” section under the “Custom Fields & Checklist Settings."
Click
on the “+ New Form” to create the new inspection form.
4. Enter the following details
to create the new inspection form:
Inspection
Form Name (Mandatory Field) | The name of
the inspection form.
|
Select Asset
Category | The category
under which the Asset belongs. Choose the asset
category from the drop-down list |
Inspection
Form Description | The
description of the inspection form helps the technician identify the issues. |
Inspection
Form | The selected
custom fields for the asset inspection by the user. |
Available
Components | Single-Line
Input: This allows
you to create a field to enter a single line of free text. Multi-Line
Input: This allows
you to create a field to enter multiple lines of free text. Date
Input: This allows
you to create a calendar field that can be used to select the date. Time
Input: This allows
you to create a clock field from which you can select a time. Date &
Time Input: This
allows you to create a field where both date and time can be selected. Drop-down: This allows you to create a drop-down
field with a required list of options. Checkbox
Input: This allows
you to create checkboxes where a set of options can be checked. Radio
Input: This allows
you to create a radio input field where only one of the listed options can be
selected. Single
Picture: This allows
you to create a single picture field where an option can be checked. Multiple
Picture: This allows
you to create various picture fields where a set of options can be checked. Barcode: This allows you to create barcode fields. Signature: This allows you to create signature
fields. Section Header: This allows you to add the section
header fields. |
Select the “Create Form” option to save the new “Asset
Inspection Form.”
5. Select the “Create” button to generate the asset inspection form.
6. Select
the “Edit” icon 
to modify
the existing asset inspection form.
7. Enter the following details to modify
the current inspection form:
Inspection
Form Name (Mandatory Field) | The name of
the inspection form. |
Select Asset
Category | The category
under which the Asset belongs. Choose the asset
category from the drop-down list |
Inspection
Form Description | The
description of the inspection form helps the technician identify the issues. |
Inspection
Form | The selected
custom fields for the asset inspection by the user. |
Available
Components | Single-Line
Input: This allows
you to create a field to enter a single line of free text. Multi-Line
Input: This allows
you to create a field to enter multiple lines of free text. Date Input: This allows you to create a
calendar field that can be used to select the date. Time Input: This allows you to create a clock
field from which you can select a time. Date &
Time Input: This
allows you to create a field where both date and time can be selected. Drop-down: This allows you to create a drop-down
field with a required list of options. Checkbox
Input: This allows
you to create checkboxes where a set of options can be checked. Radio
Input: This allows
you to create a radio input field where only one of the listed options can be
selected. Single
Picture: This allows
you to create a single picture field where an option can be checked. Multiple
Picture: This allows
you to create various picture fields where a set of options can be checked. Barcode: This allows you to create barcode fields. Signature: This allows you to create signature
fields. Section
Header: This allows you
to add the section header fields. |
Select the “Save Form” option to update the existing “Asset
Inspection Form.”
8. Select the “Update” button to
streamline the asset inspection form.
9. Select
the “Delete” icon 
to delete
the existing asset inspection form.
A. Associate
Asset Inspection Form with the Assets
The inspection form configured should be linked to the assets
for the user to use the form to record the issues.
1. Select
the “Assets” module from the left panel.
2. Enter the following details under the “Primary
Information” tab:
Asset Code (Mandatory
Field) | The code that
identifies the Asset. |
Asset Name (Mandatory
Field) | Enter the
name of the Asset required to identify them. |
Asset
Category (Mandatory Field) | The category
under which the Asset belongs. Choose the asset
category from the drop-down list. |
Asset Image | Select the “Choose
File” option to add the asset image. |
Asset
Quantity | The number of
quantities of the Asset. Choose the asset
quantity from the drop-down list. |
Asset
Ownership | The owner who
owns the Asset. |
Purchase Date | The date on
which the Asset is purchased.
|
Purchase
Price | The price of the
Asset during the procurement. |
Warranty
Expiry Date | The date on
which Asset’s warranty expires. |
Placed in
Service | The date on
which Asset is placed in service. |
Residual
Price | The estimate
of the future value for the current Asset. |
Useful Life | The expected
lifetime of an asset. |
Asset Serial
No. | The unique
number identifying the Asset. |
Asset
Inspection Form | The type of
inspection with respect to Asset. |
Asset
Description | The
description of the Asset. |
Note: The appropriate asset inspection form will be
displayed on the drop-down list based on the chosen asset category.
The default
asset inspection form will be shown on the drop-down list if no asset category
is selected.
You can view the prefilled asset details based on the product selection and fill in the Customer Information Section, Asset Parts section, and Asset Attachments Section.
Then, select the “Save Asset” option to save the new
Asset.
Edit the asset form:
1. Select the “Assets” module from the left
panel.
2. Select
the Asset for which you want to edit the “Asset Inspection Form” and
select the “Edit” icon 
to
update the asset inspection form details.
3. Select the “More Actions” option to
select the “Edit Asset” option.
4. Modify the “Asset Inspection Form”
details by clicking on the drop-down list.
B. How to
associate the Inspection Form under the Jobs Module?
1. Select
the “Jobs” module from the left panel.
2. Select
the Asset for which you want to edit the “Asset Inspection Form.”
3. Select
the “+ Add Asset” option from the bottom right corner.
4. A
pop-up will be displayed. Select the add icon to link the Asset with the job,
and after selecting the Asset, click on the “Update” option.
5. Select
the “Fill Inspection Form” icon 
from the bottom right corner.
6. Fill in the “Inspection Form” based on
the asset requirements and observations and click on the “Submit”
button.
7. The
submitted inspection form can be modified using the edit icon. 
8. Modify
the required details and click on the “Submit” button.
The asset
inspection form is critical for businesses to know the status and service
required.
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