Step 1:
Select the Inspection tab > Forms.
Step 2:
Click on 'Create new form'.
Add the name of the new form you want to create and click 'Create'.
Step 3:
Select which card type you want to add to the form. Each card will be a new section within the form. When a defect is identified by a driver, it will be associated to a specific item from a card on the form. Select a card type to view a preview of the card on the right.
Select from the following card types:
Single Check - Driver is able to check (pass or fail) a single point.
Multi Check - Driver is able to check (pass or fail) with each point individually.
Multiple Choice - Driver is given a list of choices to choose from and can only select one.
Checkboxes - Driver is given a list of choices to choose from and can select more than one.
Photo - Driver is able to take a photo (up to 20)
Mileage - Driver is able to capture mileage via a photo or numeric entry.
Engine Hours - Driver is able to capture engine hours via a photo or numeric entry.
Data Entry Alphanumeric - Driver answers in a text box format
Data Entry Numeric - Driver must answer in a number format
Signature - Driver is able to use their finger and write their signature.
Step 4:
Choose whether the card applies to an Asset or a Driver. By default, new cards will be assigned to an Asset. If you'd like to incorporate a question related to the Driver specifically, you can add a card and designate that the card applies to a Driver not an Asset. If a card is applied to a Driver and the Driver fails the card, it will not trigger a defect/failed inspection for the vehicle. You can choose to be notified if the Driver fails this card or not. All Driver responses will appear in the Driver Wellness module.
Step 5:
Give your card a title and add points (if applicable to the card type). This should be a clear question or item the Driver needs to review. You can choose to add an icon to the card if you wish. Get a preview of the card on the right hand side.
Step 6:
Choose if you want to upload a photo reference. A photo reference allows you to add any photo to a card to act as a visual reference guide for your Drivers. This could be used to help ensure drivers take the correct photo or help guide them on the right distance to take a photo from.
A Photo Guide can also be used as template for your Drivers to annotate upon.
Step 7:
Select Save once finished.
Once you have added a card, they will be shown to the left of the screen in the same order your Drivers will see in the app. You can edit and/or delete the cards if you have made a mistake.
You can also drag and drop the order of the cards to streamline the walk-around inspection of the vehicle.
*Please note: We recommend working closely with your drivers to make the forms simple and in a fluid order to save the driver time when carrying out the inspection.