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How to record an inspection on an asset

How to record an inspection on an asset. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

  1. Open the asset in Assets.
  2. In Record inspection set the Inspection date, the Next inspection due, the Certification expiry if it changed, and the Result (Pass or "Fail - send to repair").
  3. Press Save inspection.

Tip

A failed result also sends the asset to In Repair (unless it is on rent) and puts it in the servicing queue. A red banner "Inspection overdue since {date}. Do not rent until inspected." appears when the next inspection date has passed, and an overdue asset is blocked from delivery tickets (see the blocked-asset question). Find what is coming up with the filter Inspection due <= 14 days.