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Inspect

Note:

If you're still using Collector Classic, see Update a feature.

Collector allows you to perform inspections or edit assets and observations in the field. The best workflow for you depends on how you monitor the results:

Note:

If your assets or observations don't have related reports, you won't see options for them.

If you're capturing new assets or observations, see Capture.

Update an existing asset (edit)

Update an existing asset or observation, changing the location or information in the form.

  1. Open the map of your assets or observations.
  2. Select the asset or observation you need to update by doing one of the following:
    • Tap the asset or observation on the map to select it manually.
    • Do a search for the asset or observation, and choose it from the search results.
    • From a pin dropped at its location, go to What's here and choose the asset or observation from the list.

    If there is more than one asset or observation at that location, you'll need to choose the one to update from the list that appears.

    The asset or observation is highlighted on the map and its form displays in the panel.

  3. Tap Edit Edit.

    The asset or observation's location and form are editable.

  4. Update the asset or observation's location, as needed, by editing its location.
  5. Update the form, including adding any attachments (photos, videos, or audio files).
  6. Once your asset or observation is ready, tap Submit.

    Your asset or observation is on the map and its form displays in the panel. If you're working online, others immediately have access to your edits. If you're working offline, your edits are available to others once you sync them.

Add a related report

Add a new related inspection report (related record) to an existing asset or observation, providing status information.

  1. Open the map of your assets or observations.
  2. Select the asset or observation to which you need to add a report by doing one of the following:
    • Tap the asset or observation on the map to select it manually.
    • Do a search for the asset or observation, and choose it from the search results.
    • From a pin dropped at its location, go to What's here and choose the asset or observation from the list.

    If there is more than one asset or observation at that location, you'll need to choose the one to update from the list that appears.

    The asset or observation is highlighted on the map and its form displays in the panel.

  3. In the form, scroll to the Related section. Tap the type of report you are adding.

    A list of existing reports displays if there are any.

  4. Tap Add to add a new report. If you're prompted, choose the type of report.
    Note:

    If you're not prompted to choose, you only have a single type available, and it is selected automatically.

    The form for your new report displays.

  5. Fill out the form, including adding any attachments (photos, videos, or audio files).
  6. Once your inspection is ready, tap Submit.

    Your inspection is added to the related asset and its form displays in the panel. If you're working online, others immediately have access to your edits. If you're working offline, your edits are available to others once you sync them.

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