Inspection Templates Follow

In this guide, we will be covering Inspection Templates. We will be reviewing the following items in full detail.

• Creating a New Template
  • Adding Components 
  • Adding Checkpoints
  • Ordering Components
• Cloning an Existing Template
• Managing an Existing Template
  • Modifying Components
  • Modifying Checkpoints
  • Viewing Assigned Assets
• Assigning Assets to a Template
• Setting Up Alert Recipients 
• Rules of an Inspection Template

Permissions 

• Inspect 
  • Form Templates Read
  • Form Templates Write
  • Form Templates Delete

To see our Full List of Permissions Click Here

Creating a New Template

1. Log Into IntelliShift
2. Click the Inspect app from the left-hand side of IntelliShift
3. Within the Inspect app, users will be brought to the Inspect Dashboard
4. On the top of the Inspect Dashboard click Templates
5. Within the Templates page, you will see a list of saved Templates
6. Click Add Formon the Top Right on the Templates page.
7. Enter a Template Name and click Create
8. Enter a description
9. Click Add Componentto add a new component to the template, located on the top-right on the Template
10. Enter a Title of the Component
11. Choose a Component Icon to represent the component.
12. Within the Check Point section, the user will need to create at least one Check Point
13.  Name the Checkpoint 
14. Choose the Type of Checkpoint
    1. CheckBox - A Pass or Fail option. Either this check point passes inspection or fails
    2. Photo - Has the operator take a photo of the check point
    3. Mileage - Records the Mileage of the asset being inspected
    4. Numeric - Allow the user to enter a numeric value for the check point item
    5. Alphanumeric - Allows the user to enter a text value to the checkpoint item
    6. Signature - Require a Signature confirmation 
15. Alert on Failure - This will send an email-based alert to the designated recipients 
16. Required - this particular check point item is required. The user can not complete the component without completing this check point
17. Out Of Service Failure- If a checkpoint has been marked as an Out of Service Failure, the Operator will get a notification at the end of the inspection that they should not operator this asset
    1. In order to see this option for a Checkpoint the form must be selected as a Compliance Template. 
18. To add additional check point items click Add Check Point*
19. Click Add
20. If additional components are required repeat steps 9 - 16.
21. To order the components users can drag and drop them into the specific order that provides the users with the proper flow of the inspection
    1. Each component will display a number at the bottom right-hand corner to display the order that they are in

*There is no limit to the number of check points within a component

**Templates save automatically with each addition of a component

Cloning an Existing Template

Cloning an existing template allows the user to start off with a baseline for a new template they are looking to create.

1. Log Into IntelliShift
2. Click the Inspect app from the left-hand side of IntelliShift
3. Within the Inspect app, users will be brought to the Inspect Dashboard
4. On the top of the Inspect Dashboard click Templates
5. Within the Templates page, you will see a list of saved Templates
6. To the right of each template, you will see a Clone Template 
7. You will receive a confirmation screen, click Confirm to clone the template

Managing an Existing Template

1. Log Into IntelliShift
2. Click the Inspect app from the left-hand side of IntelliShift
3. Within the Inspect app, users will be brought to the Inspect Dashboard
4. On the Top of the Inspect Dashboard click Templates
5. Within the Templates page, you will see a list of saved Templates
6. Click View Details  to the right of the template
7. When viewing the existing template user will be presented with the Template Name, Description as well as each Component, their check point items and the order of the component. 
8. To modify an existing component, click the edit component  on the top right of the component. 
9. This allows the user to modify the component name and the correlating check point items.
10. After making the modifications click Save

Assigning Assets to a Template

Assigning Assets to a template can be completed at the time of completing a new template or managing an existing one.

1. Log Into IntelliShift
2. Click the Inspect app from the left-hand side of IntelliShift
3. Within the Inspect app, users will be brought to the Inspect Dashboard
4. On the Top of the Inspect Dashboard click Templates
5. Within the Templates page, you will see a list of saved Templates
6. Click View Details  to the right of the template
7. At the top of the Templates there is an Asset Tab
8. Click Assign Assets
9. The user will be provided with the list of assigned assets
   1. Users can search by Asset name to filter the list of assets
10. Select the assets to assign and click the arrow  to move them to the Assigned Assets List
11. Click Assign

Setting Up Alert Recipients

1. Log Into IntelliShift
2. Click the Inspect app from the left-hand side of IntelliShift
3. Within the Inspect app, users will be brought to the Inspect Dashboard
4. On the Top of the Inspect Dashboard click Templates
5. Within the Templates page, you will see a list of saved Templates
6. Click View Details  to the right of the template
7. At the top of the Templates, there is an Alert Recipients tab
8. Click Alert Recipients
9. Within the Add new section, enter the users email address in the "Email" field and click the plus sign to add the email to the alert recipient.
10. Repeat this process for each recipient that you want to have added to the template.
11. Once ready, click Schedule to update the template with the Scheduled Alert. 

Rules of an Inspect Template

Users are able to define a set of rules for their template, to be able to set a business flow based on certain conditions. Such as if a template is marked as a Compliance Template, it enables the user the ability to set Checkpoints as Out of Service. If an Operator marks this as a failure, at the end of the inspection the operator will get notified that they should not be operating the vehicle.

Available Template Rules:

• Compliance Template
  • This enables users the ability to mark checkpoints as Out of Service. This will provide a notification to the operator at the end of submitting an inspection if a Out of Service Failure was identified. 
  • This will provide Tracking on the resolution of the issue. It will report the issue as Pending Resolution, Once the Issue has been resolved it will display a stage of Pending Verification, and once the operator has signed, it will display Verified.
  • If an issue has been found on a compliance template, the operator will be required to Mark the issue as Not Resolved, or Sign off verifying that the repairs have been made. 
• Create Issues on Checkpoints
  • If this is enabled, when an issue is reported on an inspection, the issue will be created as the checkpoint rather then the component. 
    • Think of Component as "Under the Hood", where you checkpoints would be "Oil Level", "Engine", and "Belts". If the issue is being created on checkpoints, and there was an issue with Belts, the issue name would be Belts, rather then "Under the Hood".
• Operator Assignment Rule
  • Users are able to create a flow in which when the Inspection of a particular template is completed, the operator completing the inspection would be assigned to the Asset, or unassigned from the asset.