AssetWise Inspections

My Account

The My Account page, located in the Main tab, allows the user to manage various aspects of their account. Some fields are set to read-only for security purposes.

  • Editable Fields – Most of the fields on the My Account page are editable. However, only the Password and Email Address fields are mandatory. The rest of the fields are for informational purposes only.
  • Read-Only Fields – The Account Expiration Date checkbox and First Name, Last Name, and User Name fields are read-only. To request a change to this information, contact your administrator.
  • Certificates – Users can also use the My Account page to add certificates to their account. Agencies use these certificates in various ways, such as to provide proof of a user's ability to perform a certain task.
    • To add a certificate to the 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 Certificates list. To delete it, click the View Details link for the desired certificate, and then click the Delete button in the popup.
  • Save the Account – To save the changes made to the user account, click the Save button in the top right corner of the screen.