Permission: You will need the "Inspection templates - Assign to assets" permission to access this feature, with the update permission to make changes.
| Using Unity Portal | Using On-Road IOT |
|---|---|
| Click Fleet Health | Click Monitor |
| Click Inspection templates | Under Maintenance, click Inspection templates |
- Find the relevant template in the list.
- Search for a template by entering text in the filter bar at the top.
- Click the actions menu (three dots) at the end of the row.
- Select Assign assets.
- All the assets in the organization will be displayed, you can enter text in the top search box to filter assets.
- Check the box next to the assets that you want to assign.
- Click Save.
Once assigned, the template will be available for the asset in the EasyCheck mobile app.
Important Notes
- Any asset can only have one inspection template per Type (e.g., one pre-trip inspection template at a time).
- If a vehicle already has an inspection template of the same type assigned, you will be prompted to confirm whether you want to replace it with the new template.