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Replies posted by Duncan Heuer

40 Replies

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Jason BaulchStarter

posted in Ask the community

How are people using the Assets feature outside of its original intent?

Hi @Jason Baulch Just catching up on this thread and tagging @Jacob Tait in it too who is working on the site feature at the moment. With regard to your comment near the start of the discussion you mentioned finding the correct asset during an inspection was a challenge due to the long list a user has to scroll through. We have made a few tweaks in the product to make this easier.Starting an inspection from the asset list or profile will prefill the site and asset in the inspection. You could use asset qr codes to take a user to the profile and start the inspection that way. You can customise the asset response type in the template to only apply to certain types of assets instead of showing all assets. If your site question is above your asset question in the template, once a site is selected, the list of assets automatically applies a filter so you only see assets from that site. If you use this in combination with point #2, the list to select from will just be assets of that type,

John SmaleObserver

Assets - Centralise / Globalise 'Custom Field' ManagementDiscussion ongoing

Hey John,Great timing. We are about to release asset "type management", which is a new settings page to set up asset structures, decoupling the adding in new assets from the creating new types / fields process.Some users inadvertently delete fields while adding in a new assets, not realising that deleting a field in one asset, deletes that field from all other assets of the same type. It's creating problems for admins who want to give users the permission to add in assets, but don’t want them changing the structure or make new fields. So we are separating those functions and building a new permission around that. We are also working on the ability to edit/rename/delete unwanted types and fields. In the type management config page, you will see a list of existing custom fields on the right hand and select the ones you want to apply to the type (on the left side of the page), reducing the chance of you creating “serial number”; “serial #”; “serial no.”The first step (new settings page) s

John SmaleObserver

Assets - Centralise / Globalise 'Custom Field' ManagementDiscussion ongoing

Hi @John Smale, Whoops I hit send too early…Regards the bulk import, we have had a lot of feedback and are totally redesigning it, simplifying it and building in better error handling with clear instructions on how to resolve any issues. The current import flow suits power-users who have a good mental model of how assets work in the SC app. For those giving it a go for the first time, it’s a bit confusing.The new flow will direct users to the type management page I spoke about in my last post.Steps:Set up your types with the associated fields Download a CSV for that type (don’t add, remove or rename column headers) Add asset information to the columns, and uploadNo more mapping headers in the CSV to custom fields in the system. This will happen automatically. This way your CSV file matches the custom field/type config in the system and vice versa. If any data doesn’t match, you’ll get an itemised error report so a user can see what failed and why and what to do about it. This has alrea

jcgreenObserver

Support Assets data in AnalyticsPlanned feature

Yes agreed, we are keen to do this and it’s on the roadmap.

jcgreenObserver

Support Assets data in AnalyticsPlanned feature

I hit send to early…In terms of ETA, we are hoping to do this in the second half of this year but will update this post when we start working on it. In the meantime please continue to upvote if this is important to you.

Chloe HowardSafetyCulture Crew

Assets: Total asset visibility, powered by frontline insights.News

Hi Marcos, Yes, we will definitely do this. It’s planned for a little later in the year.

Chloe HowardSafetyCulture Crew

Improve your fleet management with Samsara, x SafetyCulture

Hey @Ben,Thanks for your question. Currently the integration is a one-way sync, so Samsara is the source of truth and any assets there are represented in the SC app. But it’s a great idea to have the inspection reports sync back. I’ve passed the feedback to our integrations team. I can see how useful this would be, so perhaps they would consider extending the off-the-shelf integration to work like this in the future. In the meantime, the API's for inspections (and most of our features) are public, so anyone with enough technical knowledge could use them to send inspection reports to any other system they use.Another option could be speaking to your account manager. Some of our pricing plans come with additional technical support where you’d get access to a customer success engineer to build customised integrations for you.Hope this helps.Duncan

jlapointeObserver

Issue with Assets and external contactsNew

Hi, I’m the product manager for Assets. Attaching an Asset to an Issue is on our roadmap and should come out a little later in the year. Also being able to create an action from an Issue is also soon coming out. This will make the distinction between Issues and Actions clearer.I’m not sure if assigning an Issue to an external user has been a consideration yet. I’ll try my best to explain: Issues works the other way around. It is a “capture” function which allows users of the app or external users to report information ie: and observation, some feedback, an incident, a problem etc. That then gets triaged inside the app and then, if required, an Action (a.k.a. an activity or task to do something) can be created and assigned, either to an internal user or an external person.Keen to heard more about how you’re using Issues for that would make assigning externally useful. I’ll also nudge someone one the Issues team to respond. They might very well be thinking about external assignment, and

Alyssa TrumanLearner

Automatic logic based on Asset detailsNew

Hi @Alyssa Truman Thanks for the suggestion. Yes we are keen to do this. I don’t have a definitive timeline yet for when it will come out, but it’s something we know would be valuable so have already started conversations with the inspections team and get this work prioritised. Cheers,Duncan

Martin BredenhannObserver

Asset expiry notificationNew

Hey @Martin Bredenhann Thanks for raising this. It’s common feedback so we will get to it as soon as possible. We have a few other initiatives for assets that we’re working on at moment, but certainly recognise that this is important too and it will be super helpful.In the meantime, we built functionality that allows a user to configure / sort the columns in the asset list/table view (similar to excel functionality), so you could set your default view to have the expiry date column visible and sorted A-Z or Z-A. This would require periodic checking in to see what is up next, so not automated. Another option is creating an action to address the expiry date on the asset with a due date that is useful. This would notify yourself, or whoever the action was assigned to. That action could also be recurring, if the expiry date has a consistent cadence. The actions team is also building a calendar view soon of actions, so this would give you a view of what is coming up. Hope this helps in the

Tania BayatSafetyCulture Crew

Create actions from issuesNews

Hi, it would be great to be able to trigger an Inspection from an Action If a flagged item is recorded during an Inspection, we would then create an Action, on occasions we might need to complete another Inspection to close out the Action. This way the complete process from original Inspection >> Action >> Closed Out with final Inspection would be visible from the Action. Currently we don't have the option to schedule another Inspection from an Action. From Issues, this feature is available. It would be great to have the same options in Actions Hey Daniel, This is also on the roadmap for the actions team. I had a chat with that team yesterday about this and I think they want to start that work in the latter part of the year, but TBC. Cheers,Duncan

JaysterObserver

Assets as InventoryNew

Hi @Jayster We are going to have to look at this as a business at some point because it’s so complimentary for maintenance and work orders, but the assets architecture is underpinned by the concept of an asset being a discreet thing. For example an address, a serial number, a vin number or some other unique identifier. We will bring hierarchy into an assets when the inspections feature can handle multiple assets (parents / children) and can attribute data to different objects. We plan to start working on this later in the year. Keen to understand what your use case is and what other features would be needed to support what you are trying to do. If you want to chat, lets book in a time. duncan.heuer@safetyculture.io Cheers,Duncan

nickmStarter

Use and manage assets at scale + multiple assets in inspectionsDiscussion ongoing

Hi @nickm Thanks for contributing to the community. All of these things are either planned to start soon or are on the future roadmap. Bulk editing assets via CSV is coming soon. The team is starting work on this feature later this month.Our scheduling product is being rebuilt to allow this and also trigger/event based scheduling. So not only time based intervals, but also event based scheduling - if something happens, trigger an activity (inspection, action or something else).Multiple assets in an inspection is on our roadmap. For transparency, technically it is a big piece of work, because of how all the features like actions, reporting and analytics intersect with the inspections feature … but we are keen to start as soon as possible and designs are being drawn up to allow this in the future.Duncan

nickmStarter

Use and manage assets at scale + multiple assets in inspectionsDiscussion ongoing

@nickm Totally hear you in this regard. Also pleased to say that our team is currently investigating solving this problem. QR codes are great, but a pain to get set up. Bulk downloading them will only take away a small amount of that pain. It doesn’t reduce the effort of having to sort through them to find the correct one to stick on the asset.That said, we still might build the bulk download capability. If we did this, how would you expect the download to behave? Individual files for each QR code or all QR codes in one pdf?Your suggestion about being able to order directly from us is also being investigated. Perhaps having the choice to select between stickers and more robust options. An idea we are working on is to use the in-app camera so users can scan and link existing barcodes or generic QR codes you generate outside the app, and potentially other identifiers (like rego plates) to their assets.Another option to share with you in NFC tags. A number of customers are sticking these

Callum BrazilObserver

Folders for AssetsNew

@Callum BrazilThanks for the suggestion. This is certainly something we’ll consider doing at some point. In the mean time here are a few suggestions which may or may not help depending on how you are using the system. Have you thought about using Sites function for this or are you already using sites for something else? That way a person can apply a Sites filter on the assets list (or even in an inspection) and see a list of those assets. It is not the intended use of Sites, but Sites are flexible and can be used for grouping things in the system. Another option could be a custom field that references the job #, or the display name?Let me know your thoughts?Cheers,Duncan

garybonnettStarter

Upgrading Assets for maps, actions, and sensorsNew

@garybonnett Great to hear from you. Thanks so much for those suggestions. Immensely valuable. Can’t wait to chat with you again. Shaun’s on leave next week but I’ll set the call up and bring Steven along. See if any of these times suits… if not, you’ve got my email, just send something through. https://calendly.com/duncanheuer/telematics-in-safetyculture Cheers,Duncan

lduttonStarter

Lock asset question response when started from inspection schedulesNew

Hey @ldutton Currently when an inspection is scheduled on an asset, that asset is automatically pre-filled in the inspection but it isn't locked.Thanks for your feedback. We'll take a look at how we might lock this down.Cheers,Duncan

Junior M.Observer

Create inspection program by asset typeNew

Hi @Junior M. Thanks for contributing to the community. Are you asking about scheduling an inspection on a group of assets instead of scheduling one by one? If so, this is on our roadmap. Cheers,Duncan

nickmStarter

Use and manage assets at scale + multiple assets in inspectionsDiscussion ongoing

@nickm Bulking downloading QR codes for assets is now possible. Multi-select up to 50 assets at a time from the asset table/list page. A banner will pop up on the bottom of the page giving you the option to generate the QR codes, which will come in a zip file. Cheers,Duncan

KimRahiObserver

Asset location tracking historyNew

Hey KimThanks for posting. We are yet to build in asset history by it is on our roadmap of things to do. A few questions for clarity. Are you using the Sites feature to set up your business locations, so being able to see when the asset was on Site A vs Site B?Or are you you using the word “sites” in the generic context here and recording the asset location during an inspection and wanting to see that in a feed? Maybe it’s easier to chat on Zoom to find out what you’re trying to do here so we can take that into consideration when we build asset history. Send me an email duncan.heuer@safetyculture.io Cheers,Duncan

KimRahiObserver

Asset location tracking historyNew

Great thanks for clarifying. Yes, we’ll be looking at introducing asset history which tracks any changes to the asset details in the near future.

RmanykStarter

Pre Print QR codes for AssetsNew

Hi @Rmanyk Thanks for the post. You can bulk download QR codes in SafetyCulture. Apply a filter “Building Y” on the Asset list page → Select all (or up to 50 at a time) → Download QR codes. Curious, how do get QR codes onto a medium that works for you? Does this help or are you asking for something different? Cheers,Duncan

CB-GWObserver

Asset Privacy (restrict access to assets)Duplicate

Hi @CB-GW Thanks for the feedback. In regards to access, we recognise that there are limited options to control who can see what assets. This is something we intend to solve in the future.Building in access controls is complicated under the hood because of the number of scenarios to factor in so it will take some time to develop an effective solution here. But rest-assured it is a high priority for us to do. Cheers,Duncan

ChrisKonObserver

Local Building Maps for assetsNew

Hi @ChrisKon Thanks for the feedback. For now location only can come from where the last inspection took place, or from a GPS tracker connected to the asset. Your dilemma here is an interesting one. Will certainly revisit this when we look at other ways customers want to set their location. In the meantime, perhaps attaching the floor plan via pdf or an image file to the profile might help your users find what they are looking for? Cheers,Duncan

Sally McClureStarter

QR codes for inspectionsNew

Hi @Sally McClure Thanks for contributing to the community. Just so I understand what you’re after, are you asking for a new QR code to be generated after an inspection is completed, which would take a user to that specific inspection report? Cheers,Duncan

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