Pro Tip: Why It’s Vital To Add Checklists To Your Asset Condition Reviews

Have you incorporated easy-to-use checklists in your asset condition review process? If not, now is the time to set them up. They’re an incredibly useful tool to make sure every asset is reviewed properly and thoroughly, and they help keep employees aligned on what needs reviewing. 

Why You Want To Use Checklists

There are countless reasons why checklists make sense. Here are just some cases you likely have in your business where checklists would come in handy: 

  • You need to verify that removable items (e.g. owner’s manual) are in the vehicle or equipment
  • You need to check on the condition of particular equipment parts
  • You have certain safety measures that need to be completed at check in or check out
  • You need to capture mileage levels, fuel levels or other similar measures

It’s common for employees to forget to check each and every detail of a vehicle, piece of equipment or any other type of asset. Checklists makes it easy for them to cover all the bases, and make it easy for you to keep track of asset condition and damage.

The Different Types Of Checklists You Can Have

You can create a variety of checklist formats for just about everything you might want your team to review when checking an asset back in, or getting it ready for rent, lease or sale.

Sometimes you simply need to capture basic information about an asset such as the type of equipment it is, the customer name associated with the transaction, or other basic information. For this type of information capture, a simple open field is the most useful thing to offer your team.

The radio button option is also an incredibly convenient field to use if you have simple yes/no questions you need your employees to answer or mark down. For instance, a simple yes/no radio button helps you see if there is any visible damage on the asset. This is also where you could ask if certain items (e.g. hoses, caps, etc.) were returned with the asset.

Record360 Open Field Buttons

Sometimes radio buttons aren’t helpful because you want your team to checkoff a variety of features. This is where traditional checkboxes come in. Let’s say you want to make sure your team reviews different rooms in a rental property, or different control systems in a piece of construction equipment. A helpful checklist makes them remember everything to review, and let’s them check it off when it’s done. You get a thorough review while your team can easily keep track of what’s done, and what needs to be completed.

Record360 Checklists In Workflow


Another great checklist item to include is a thumbs up/thumbs down feature. Do you ever need to jot down if equipment or parts were returned in excellent or poor condition? The thumbs up/down features lets you mark this off. It shows that your team has reviewed certain parts of the asset and assessed their general condition, making it easy to know if it’s time to bring an asset in for maintenance or repairs. 

Checklists also make it easy for employees to record usage information about a piece of equipement. If you want to keep a record on miles driven, hours used or any other counters an asset has, you can use number-capture fields so that employees can easily input numbers-only information. 

Record360 Checklists in Workflows

IT’S NEVER TOO LATE TO GET CHECKLISTS GOING! One of the key advantages of throwing paper away in favor of digitizing your asset condition review process is creating easy-to-use checklists for each and every team member. If you’re not using checklists in your business yet, let us know. We’re here to help get them set up so you can see how much faster they make your asset review process go.

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