AssetWise Inspections

Add a Certificate

To add a certificate to the selected user's account, click the Add New button to reveal the following popup:

Certificate Controls

  • Certification – The Certification dropdown determines the type of certification being added.
    • Additional controls will become available depending on the selection made in the Certification dropdown.
  • Active/Approved – The Active and Approved checkboxes determine whether the certificate being added is currently active and whether it has been approved.
  • Date – Use the Begin Date and End Date textboxes to enter the corresponding dates for the certificate in a MM/DD/YYYY format, or use the icons to select the desired dates.

Certificate Files Upload

Images and other files can be uploaded to display a certificate or provide additional information. Click the Choose File button to locate the desired file within the computer.

When the desired file has been chosen, click the Upload button.

Saving the Certificate

Click the Save button in the top right corner of the popup to save the new certificate. Click the Close button to exit the popup.

Once a certificate is added, it will show up in the list. To delete it, click the View Details link for the desired certificate, and then click the Delete button in the popup.

Manage Project Security Definitions

Agencies that utilize the Projects feature of AssetWise Inspections have additional project-related security options that can be managed for each user group assigned as a Prime, Sub, Work Spec access level. These settings will override the default project-related security options on the Manage Roles page in the Administration module.

The three different levels of a project, work specification, and supplemental work specification each have security settings for roles:

  • Project Access Level – The Project Access Level dropdown determines the role's access to the overall project. Full Control allows the role to edit the project while Read Only allows the role only to view the project.
    • Checking the Can Create Work Specs checkbox allows the role to create work specifications for projects.
  • Work Specification-Level Role Security – The Work Spec Access Level dropdown determines the role's access to the project's work specifications. Full Control allows the role to edit the work specifications while Read Only allows the role only to view the work specifications.
  • Checking the Can Create Supplemental Work Specs checkbox allows the role to create supplemental work specifications for projects.
  • Supplemental Work Specification-Level Role Security – The Supplemental Work Spec Access Level dropdown determines the role's access to the project's supplemental work specifications. Full Control allows the role to edit the supplemental work specifications while Read Only allows the role only to view the supplemental work specifications.
  • Can Link Reports To Work Specs – Checking the Can Link Reports to Work Specs checkbox allows the role to link the report to a work specification when creating a new inspection report.
  • Once security settings are defined, select the Save button in the top right corner of the screen to save selections.