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Overview

Managing vehicle inspections is critical to maintaining fleet safety, compliance, and efficiency. The Inspect product provides a comprehensive solution to streamline and automate each aspect of the inspection process. From creating customizable inspection forms to automating issue tracking and resolution, IntelliShift helps fleet leaders gain full visibility into asset conditions and operator-reported issues. 

In this article, learn how to get started with Inspect!

Table of Contents

• Viewing the Inspect Module
• Accessing the Inspect Module
• Inspect Navigation Overview
• Inspect Setup Checklist

Viewing the Inspect Module

To view the Inspect service module, select the “Inspect” service module on the left-hand navigation panel.

Accessing the Inspect Module

To view the Inspect module, you must have the "Inspect" Permissions toggle active in your user settings. Only Account Administrators and Administrators can change your permissions. 

To allow a user to view the Inspect module, follow these steps:

Choose the correct permissions for the user.

• Inspect Toggle (1)
  • Activating this toggle will allow access to the Inspect service module.
• Service Module Permissions Toggles (2)
  • Forms:  
    • Read: This provides user view only access to the "Form Builder" tab. Users can view forms and their components. 
    • Read/Write: This permission allows the user to view, edit, and create forms. This permission will not allow a user to delete the existing forms.
    • All: This permission allows a user to view, edit, create, and delete forms.
  • Inspections:  
    • Read: This provides user view only access to the "Inspections" tab. This permission allows the user to view, manage, and download completed inspections. 
    • All: Currently this permission does not add any additional permissions. It is the same as the "Read" permissions. 
  • Issues:  
    
    • Read: This provides user view only and sharing access to the "Issues" tab. This permission allows the user to view and download issues. Users can also share the issue with a mechanic.
    • Read/Write: This permission allows the user to view, update (add comments, add attachments, update status) and share issues. 
    • All: Currently this permission does not add any additional permissions. It is the same as the "Read/Write" permissions. 

Inspect Navigation Overview

The top navigation bar includes

• Dashboard (1)
  • Gain insight into the status of your fleet's inspections. Manage by exception.
• Issues (2)
  • View, manage, download, and update reported issues.
• Missed Inspections (3)
  • View, manage, and export missed inspections. 
• Inspections (4)
  • View, manage, and download inspections.
• Form Builder (5)
  • Create and manage inspection forms.
• Alerts (6)
  • Create, view, and manage alerts such as your Missed Inspection Alert.

Inspect Setup Checklist

For setup best practices, please review the checklist below. These are steps in which your Project Manager, Account Manager, and/or Customer Success Team will guide you through.

Inspect Setup

• Create a company pin.
  • Learn more about company pins by visiting our help article "View, Add, or Edit the Company Pin."
• Ensure operators have pins and branch access is updated.
  • Learn more about updating operator profiles within our help article "View, Add, or Edit an Operator."
• Create Landmark Categories and Landmarks if you plan to require your inspections by movement in or out of a landmark.
  • For example, if you assets typically leave and return to the same location (e.g., Headquarters), you can require the inspection upon leaving or entering this location.
  • Learn more about creating landmark categories and landmarks within our help article "Landmarks and Landmark Categories."
• Create your inspection form(s).
  
  • Learn more about creating an inspection form within our help article "Create an Inspection Form."
• If requiring inspections, create missed inspection alerts.
  • Learn how to create alerts within our article "Alerts."
• Plan operator communication.
  • Work with your IntelliShift Project Manager, Account Manager, and/or Customer Success Manager to choose a date to go live with digital inspections and plan how to communciate the change (and benefit!) to operators.
• Go live with a small group of operators and gain feedback.
  • Before you launch your digital inspections with the full fleet, launch digital inspections with 1 to 3 operators whom you trust to offer you honest feedback. Operators should offer feedback on the communication, education, and process for rolling out digital inspections. Operators should also offer detailed feedback about the forms they complete including what may be missing.
  • This set of operators will also serve as your champions, helping ease the anxiety of other drivers who may be hesitant to make a change.
• Adjust communications, process, and forms based on feedback.
  • Based on the operators' feedback from your "proof of concept," adjust your communications, process, and forms accordingly.
• Go Live!

Best Practices

• Ensure your IntelliShift branches are accurate
  • Administration > Branches
• Ensure your IntelliShift fleet list is accurate
  • Administration > Assets
• Ensure your IntelliShift operators list is accurate
  • Administration > Operators
• Ensure you have a system in place to keep operator and asset pairings accurate and up to date.  Please speak with your account manager to identify the best way for you to manage asset/operator pairing. 
  • IntelliShift offers multiple ways to do this:
    • Manual Assignment
    • Automated Digital Inspection Asset/Operator Pairing
    • Company card or key fobs