Inspections | Template Setup
Setting Up A New Inspection Template
To create a new Inspection Template, click the gear on the top right and choose Inspection Templates.
Users are directed to the Inspection Template Management screen, where templates can be added, edited, or deleted.
Click the blue New button in the top-right corner to create a new template.
Enter a name for the Inspection Template, then click Add Item to begin building the checklist.
After selecting Add Item, an empty text field and a drop-down menu will appear. The drop-down menu defines the item type, while the text field is used to enter the item details.
- Group: Creates a group category.
- Task: Creates a task.
- Task & Data: Creates an optional or required value field under an item.
If the Maintenance Pro account is on the Enterprise subscription level, additional options are available in the Advanced Settings section located beneath the checklist items.
Checking Require User to Record Meter Reading forces entry of an odometer reading when saving the inspection record.
If Recurring Inspections is configured, the system automatically creates a pending inspection record for the equipment at the specified time interval. Pending inspection records appear in orange on the Home screen and Equipment List, indicating that an inspection checklist requires completion.
Due Every defines how frequently inspection records are created and can be set in days, months, or years.
Begins On is an optional field. When a date is entered, the pending inspection interval is standardized for all units assigned to the template. This field is used only when a starting point is required for generating pending inspection records.