Create an Inspection Form Follow

Overview 

In this article, you will learn how to create an inspection form.

Please note: customers subscribed solely to "Hours of Service (New)" and not subscribed to "Inspect" will have a limited form builder feature set. 

Table of Contents

• Navigate to Form Builder
• Form Builder Navigation Overview
• Create an Inspection Form
• Form Navigation Overview

Navigate to Form Builder

To view Form Builder, follow these steps:

1. In the left-hand navigation, select the "Inspect” service module.
2. In the top navigation, select "Form Builder"

Form Builder Navigation Overview

Within Form Builder, you can

• View or search by form names (1)
• View the number of components (2)
• View or search by whom the inspection form was created by (3)
• View the number of assigned assets (4)
• View or search by the form's last inspection date (5)
• Create a new inspection form (6)
• Duplicate an inspection form (7)
  • This allows you to create a copy of the inspection form and revise the form as desired
• Delete the form (8)
  • Please note: standard IntelliShift inspection forms cannot be deleted
• View and edit the form (9)
  • Please note: standard IntelliShift inspection forms cannot be edited. You must first make a copy of the form.

Create an Inspection Form

Use the following steps to create a new inspection form:

Form Navigation Overview

To create a new form, follow these steps:

1. In the left-hand navigation, select the "Inspect” service module.
2. In the top navigation, select "Form Builder"
3. On the upper right-hand side of the screen, select the "Add Form" icon.

While building a form, you can

• Name the form (1)
• Add a form description (2)
• Add components (3)
  • Components contain the check points operators are responsible for during an inspection. To learn more about Inspect form component options, see the article "Inspection Templates."
• Copy and duplicate the form (4)
• Delete the form (5)
• Add alert recipients for failed components or check point items (6)
  • When a component or check point is marked as failed by an operator, the alert recipients will receive an email upon operator submission.
• Assign assets (7)
  • The assets assigned will have access to the form.
• Set rules for automation (8)
  • Rule automation includes Compliance Template, Create Issues on Checkpoints, Inspection Required, Operator Assignment, Block Inspections for ongoing issues. To learn more about Inspect form rules, see the article "Inspection Templates."