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Vehicle check templates
Vehicle check templates
Updated over a month ago

Define the rules for scheduling vehicle checks and when they must be completed in the mobile app.

You'll need a configured vehicle check to set up your templates.

View settings

➡️ Navigate to your Profile icon > Settings > Fleet management > Vehicle check templates > View

Use the search bar to quickly find specific templates within the list.

Add new vehicle check template

➡️ Add new vehicle check template

Step 1: Basic details

  • Template name: Enter a name for the vehicle check template (e.g., "Weekly Safety Inspection").

Step 2: Schedule

Create the schedule for weekly and/or monthly checks based on operational requirements.

Weekly Schedule

➡️ Click to add your first schedule

  1. Select day(s): Choose one or more days of the week to perform vehicle checks.

  2. Repeats: Specify how often the vehicle check should be conducted.

  3. Form required: Select the Vehicle check form from the drop-down list.

  4. First appointment check: Indicate if the vehicle check is required before the engineer’s first appointment by selecting Yes or No.

  5. Missed check deadline: Specify the number of working days after which a vehicle check is considered Missed.

To configure more intervals, click Add another weekly schedule.

Monthly Schedule

➡️ Click to add your first schedule

  1. Type of monthly schedule: Choose either Calendar Date or Day of the Month for scheduling.

    • Calendar Date: Select one or more calendar days for the vehicle check (e.g., the 5th and 15th of every month).

    • Day of the Month: Configure checks based on the week and day (e.g., "First Wednesday" or "Last Friday" of the month).

  2. Form required: Select the Vehicle check form from the drop-down list.

  3. First appointment check: Indicate if the vehicle check is required before the engineer’s first appointment by selecting Yes or No.

  4. Missed check deadline: Specify the number of working days after which a vehicle check is considered Missed.

To configure more intervals, click Add another monthly schedule.

Managing templates

Edit template

➡️ Actions > Edit > Amend details > Save

Delete geo-fence

➡️ Actions > Delete > Type Delete > Confirm

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