Editing, reordering, and deleting assets
There are two ways to work with an asset. In Card View, each asset's card has a menu with Edit, which opens the full Edit Asset form, and, unless the type is at its protected minimum, Delete. In Table View, use the View Only / Edit toggle above the list to make the whole grid editable at once — its cells turn into inputs you save or cancel together; there's no separate per-row Edit command.
The fields you see depend on the asset's type, since each type defines its own attributes: text attributes show a text box, choices a dropdown, multi-select attributes a dropdown where you pick every option that applies, typeahead attributes let you pick an existing value or type a new one, dates a date picker, yes/no a toggle, numbers a number field, and photo attributes a thumbnail strip with an add-photo control. Date attributes can record past or future dates, including upcoming inspection, replacement, and expiration dates. Photos upload as soon as you add them and are covered in Add photos to an asset (photo attributes). A GPS location attribute shows a small map: click Move Pin (or Place Pin) and drag the map under the pin to set it, or Clear to remove the location (see Tag where an asset is (GPS location attributes)). In Table View, photo, multi-select, and GPS columns are read-only; change them in the asset's Edit Asset form (see Pick several options on an asset (multi-select attributes)).
An asset's type can't be changed once it exists. If the group has recurring services that apply to the asset, the Edit Asset form also asks for each one's Last Date — except a service in Due Date mode, which takes no per-asset date at all, since its completions come only from inspection reports. A Last Date is required only when a completion is already recorded for that service on this asset; otherwise it's optional.
Every asset carries a position number within its type, shown in the # column of the table (and before the type name on each card in Card View). It is the asset's place in the order you set with Reorder. An inspection report numbers only the assets it prints, so its item numbers match these position numbers whenever nothing on that report is skipped or deleted; a skipped or deleted asset closes the gap on the report.
To reorder assets within a type, open the menu by that type's heading, choose Reorder, drag rows into the order you want, and select Save. Each row keeps its number in view, and the whole list renumbers the moment you drop a row, so you can check where everything landed before saving. Reorder is available only when a type has more than one asset, and it's turned off while a search or a column sort is active, since those change which rows are shown. Sorting by # in ascending order is the exception — that puts the table back in the group's own order, which is exactly the order you'd be rearranging, so Reorder stays available there. Sorting # in descending order does not.
To delete a single asset, use Delete on its card's menu in Card View, or the trash icon that appears per row in Table View's Edit mode, and confirm; deletion can't be undone. Some assets have no Delete option there: if a type has a minimum number of assets per group and you're already at that minimum, those assets are protected so the group is never left short. That protection applies only to deleting one asset at a time — Bulk Delete lets you select protected assets too, and after deleting them Essential adds new assets of that type (with only default values filled in) to bring the group back up to its minimum. The deleted assets' details aren't restored.
Where to find it: On an asset group page, the Assets section. Switch to Card View for a card's Edit / Delete menu, or Table View's Edit toggle to edit the grid inline. The Reorder option lives in the menu next to each asset type heading.
Related guides
Suggest Typeahead values from one property
In Settings → Assets & Reports, open the asset hierarchy and find the Typeahead attribute. Turn on Limit suggestions to this property, then click Save. This setup area requires permission to edit the asset hierarchy.
The dropdown then offers only existing options currently used by assets at that property, including assets in its other groups. It can be empty on a new property. You can still type a new value, and saved values keep displaying even when they are not suggested. Turning the setting off restores the usual options.
This affects asset editing and inspection reports on web and updated mobile apps. Offline suggestions reflect the last downloaded property data; reconnect and refresh to receive settings and values saved elsewhere. Imported text is still accepted. Imports that have not resolved a destination property receive no property-specific suggestions.
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