Step 01
Start with the right equipment and location
An inspection needs a clear subject. Select the installed asset and its site so the inspection record has the right equipment and location context. Shared model definitions and individual asset records serve different purposes: the model describes the equipment type, while the asset identifies the physical item your team inspects.
- Keep equipment and site records together.
- Use asset history to find previous inspection records.
- Carry the location context into the inspection.
