Article Summary
Learn how to assign forms (templates) to one or many assets using data groups. Includes bulk actions, reassignment, and tips for managing asset-form links.
Keywords: assign forms, bulk assign, asset forms, inspection templates, data groups, asset linking, form tracking, GIS documentation
Overview
Once your asset register is uploaded to Oriyent, the next step is to connect your inspection or tracking templates to those assets. Oriyent makes it easy to assign forms individually or in bulk — whether you’re managing 5 or 5,000 assets.
Assigned forms are then visible in the Map View, color-coded by progress, and available via QR code or web portal for completion.
Step-by-Step: Assigning Forms to Assets
Go to the Data Tab
Open your project
Click on the Data tab in the top menu
Select the relevant Data Group that contains your assets
Select the Assets
Use the checkboxes to select one or multiple assets
To select all assets in the group, use the checkbox at the top of the table
Click “Assign Forms to Data Group”
After selecting assets, click the Assign Forms button
A pop-up will show a list of available templates you’ve created in the Template Designer
Choose the Template(s)
Select one or more forms to assign
Click Assign
Oriyent will now link those forms to each selected asset
Each asset now contains one or more active forms that can be filled out, tracked, and visualized on the map.
Reassigning or Updating Forms
To remove a form from an asset:
Click the asset row
Open the form link panel
Click Unassign or remove specific forms
To assign a different form: repeat the bulk action steps with the new form selected
Assigned forms can be updated or changed at any time — progress is saved independently per form.
Using Forms in Map View
After assignment, assets with forms appear on the Map
Color coding reflects form completion:
🔴 Not started
🟡 In progress
🟢 Completed
You can also create Collections to group assets by area and track form completion by zone.
Best Practices
Assign forms in bulk when managing large datasets
Use clear naming for templates to avoid confusion
Don’t forget to attach manuals or references during template creation — they’ll appear within the asset record