Vehicle checks allow you to define a vehicle check for users to complete in the mobile app and specify failure criteria.
Use vehicle checks to ensure a unified process for identifying vehicle issues and notifications when failures occur.
View Vehicle Checks
➡️ Navigate to your profile icon > Settings > Fleet management > Vehicle checks > View
Add a New Vehicle Check
➡️ Add new vehicle check
Creating a vehicle check is a guided, step-by-step process shown on the left side of your screen.
A progress bar tracks your completion.
Once a step is complete, click Next to save and proceed or Back to review previous steps.
Skipping steps is not allowed; follow the process in order.
Step 1: Basic Details
Form name: Enter a name for the form.
Description: Describe the form.
Step 2: Mobile Form Design
➡️ Add new page
Using the form builder, create your mobile form for users to complete when a vehicle check is due using pages, sections and input types.
Check out our article on the form builder for a detailed explanation of input types.
Step 3: Failure Criteria
Failure criteria are linked to specific fields and answers entered when the form is being filled in.
➡️ Add new failure criteria
Name of failure: Provide a name for the criteria (eg., Headlight failure).
Add condition: Set which field this failure should be linked to.
Select a condition from the dropdown. The available conditions depend on the input type used for the selected field.
If the selected field has options, set which one should trigger the failure.
Add/delete failure criteria if required.
When multiple conditions are added to a single vehicle check failure, all conditions must be met for it to trigger. To set up separate failures, use the Add new failure criteria button to create a new failure.
Step 4: Notifications
Email notification: Set up email alerts to notify the appropriate recipients when engineers do not meet departure rules.
Who should receive notifications:
Users: Send the notification to the chosen user names only.
Roles: Send the notification to all users on the chosen roles.
Everyone: All users receive the notification.
None: Disable this notification type.
Email template: Select an appropriate email template to use for this notification.
Add new template: Create a new template to use if you have not done so already.
Notification: Enable global notifications for in-system alerts.
Who should receive notifications:
Users: Send the notification to the chosen user names only.
Roles: Send the notification to all users on the chosen roles.
None: No one receives the notification.
Once a vehicle check has been confgured, a vehicle check template needs to be set up for the check to be assigned to vehicles.
Managing vehicle checks
Edit a check
➡️ Edit > Modify the vehicle check following the steps outlined above > Go to final step > Click Next to save the changes and exit
Clone a vehicle check
➡️ Clone > Type Clone > Clone
Once the vehicle check has been cloned, edit to make your required changes.
Delete a vehicle check
➡️ Delete > Type Delete > Delete
If the vehicle check is in use, it cannot be deleted. Instead, consider archiving it for historical purposes.