Manage, Update, and Share Issues Follow

Overview

Fleet leaders often struggle with efficiently resolving inspection-reported issues while maintaining accountability and clear communication. IntelliShift provides a focused, secure workflow to manage individual issues from start to finish. With detailed issue visibility, streamlined status updates, and controlled sharing with mechanics, it ensures every issue is tracked and resolved efficiently. Add comments, upload supporting documents, and generate PDF reports to maintain a clear, organized record. By simplifying the resolution process, this tool helps reduce downtime and improve fleet safety.

Table of Contents

• View an Issue
• Manage Issues Overview
• Manage Issues Tour (Video Walkthrough)
• Share Issue
• View and Export Issue Details

View an Issue

To view issue details, follow these steps:

1. In the left-hand navigation, select the "Inspect” service module.
2. In the top navigation, select "Issues"
3. From the Issues List, navigate to the row's far right-hand side and click on the "View Details" arrow icon.

Please note, if you are not able to update issues, you will need to contact an Administrator. Only Account Administrators and Administrators can change your permissions. You will need to have "Inspect" > "All" user permissions.

Manage Issues Overview

While viewing an issue, you can

• View the failed checkpoint and unique inspection ID (1)
• View issue details such as who reported the issue, date and time reported, inspection form completed, asset and trailer, branch, mechanic, as well as last issue activity (2)
• Change the status of the issue from "New" to either "Needs Not Be Corrected" or "Completed" (3)
• View mechanic or office user signature once the issue is completed (4)
• Share the issue with a mechanic (5)
  • This individual will receive an email, unique pin, and link to manage the issue. Please note, they will not be able to navigate elsewhere or view any other issue.
  • Sharing the issue with a mechanic will place the mechanic's name in the issue details.
• View the issue activity and add comments (6)
• Add attachments such as work authorization documents, estimates, damage images, receipts, invoices, or other relevant information (7)
• Download a PDF copy. This will be emailed to you (8)

Please note, if you are subscribed to IntelliShift's "Maintenance" product, you can choose to open a work order instead. A work order will allow you to track parts, labor costs, reset the clock on preventative maintenance, and more.

Manage Issues Tour

Share Issue

You can share an issue with someone without an IntelliShift account, allowing them to securely view, manage, and update it in a protected environment.

To share an issue with a mechanic, watch the short video below.

View and Export Issue Details

To view and export issue details, watch the short video below.