Permission: You will need the "Inspection templates" permission to access this feature. To view inspection steps you also need the "Inspection step library" access permission.
An inspection template contains all the questions that the fleet manager want to apply to the device when the drivers do their checks. Templates are assigned to assets. Any driver will then be able to perform the required inspection task steps for the asset.
- On-Road IoT: Click Monitor | Unity portal: Click Fleet health
- Under Maintenance, click Inspection step library.
Default inspection templates are available that have been set up per common legislative requirements and cannot be edited or removed. You can duplicate these and edit them or create your own templates.
- To create a new inspection template, click the plus icon in the top right corner:
To edit an existing inspection template, read more here.
- Enter a unique template description.
- Select the inspection type. An organisation can have multiple inspection templates of one inspection template type, e.g. pre-trip inspection for exterior, interior, short trips, long trips, etc.
- You can provide optional special instructions that will show a message to the driver before they start their vehicle inspection.
- Check the box under Default trailer template if you want the EasyCheck app to be used to inspect trailers that are not set up as assets in the Unity platform.
- Check the box under Pass all checks to allow drivers to pass all steps in a section with a single tap. When this is not enabled the driver must answer every step individually.
- Check the relevant boxes to require a mandatory reading of the odometer, hour meter or hubodometer with every inspection.
- You will see the amount of assets linked to this template in brackets next to the Assets heading. Assign certain assets to this template by clicking the Select assets button. Please note that you need to save changes to your template first before this button will be available.
You can save your template as soon as you have completed the mandatory fields and created at least one step.
Inspection checklist
The checklist is divided into four sections, general, outside, engine, inside.
You can jump to any section by clicking on the tab at the top.
- Add steps by clicking Select steps.
Click on the image to view it in full screen if the article is open in your browser:
- Search for a step from the step library. If you have the relevant permissions, you can add new steps by clicking on click here to add.
- Select the steps you want to add by checking the box next to the step.
- Click Select.
- You can repeat these steps by clicking Select steps or you can multi-select steps on this screen and click select when you are done.
- Rearrange the steps by dragging them into the correct order in which they should be performed. You cannot drag steps between sections.
- Remove a step by clicking the red X next to the relevant step.
- You can edit a step or view more details in the Inspection library.
NOTE: If any changes are made to an inspection template the changes will only reflect on the mobile device the next time the device is online. Previous inspection records or partially completed inspections will not be affected by changes to steps or templates.
- Click Save.
You can link these inspection templates to assets from the templates screen
- Or you can click on the Select assets button on the template.
- Choose your assets by checking the box next to the required assets.
- Click Select.
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