Step 1:
Select the 'Inspections' tab > 'Forms'.
Step 2:
Select 'Create new form'.
Enter a name for the form and select 'Save'.
Step 3:
Select the card type you would like to add to the form. Each card will appear as a separate section within the inspection form.
When a Driver identifies a defect during an inspection, the defect will be associated with the specific card item that failed.
Select a card type to view a preview on the right side of the screen.
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 are assigned to an Asset.
If you would like to ask a Driver-specific question, assign the card to a Driver instead.
Please note: If a Driver fails a Driver card, it will not trigger a defect or fail the vehicle inspection. You can choose whether to receive notifications for failed Driver cards.
Step 5:
Enter a title for the card and add any inspection points, if applicable.
The title should clearly describe the item or question the Driver needs to inspect.
You can also add an icon to the card and preview how it will appear in the mobile app.
Step 6:
If desired, upload a Photo Guide.
Photo Guides provide Drivers with a visual reference during inspections. They can be used to:
Show Drivers what photo to capture.
Demonstrate the correct distance or angle for taking a photo.
Provide an image template for Drivers to annotate during the inspection.
A Photo Guide can also be used as template for your Drivers to annotate upon.
Step 7:
Select 'Save' once you have finished configuring the card.
Added cards will appear on the left side of the screen in the same order Drivers will see them in the mobile app.
You can edit, delete, or drag and drop cards to rearrange the inspection flow.
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 when building forms. Keeping forms simple and arranging cards in a logical inspection order can help Drivers complete inspections more efficiently.