Step 1: Create a Vehicle Type

  • Click on “Administration” and select “Vehicles” under the “Administration” heading.

     


  • Click on “Create a new Vehicle Type”.


     


  • Fill out the vehicle type form fields – Name, Type Class, Sleeper Berth and Applies to

  • Click on “Create Vehicle Type” to confirm.



Step 2: Create Inspection Template

  • Click on “Administration” and select “Templates” under the “Inspections” heading.

  • Click on “Create a new Inspection Template”.



  • Fill out all fields for your template including Name, Description, Active, Applies to and Vehicle Type

    • Select the vehicle type you manually created in step 1 above.

  • Add Inspection Tasks to your template by clicking “Add Category” at the bottom.



    • Give the task a name and assign it a Tasks heading for it to appear under

  • Click on “Create Inspection Template” when completed.



OR    Modify an existing inspection template for use on a different vehicle type:


            This is useful for creating a custom vehicle that will follow standard Schedule 1 Inspection protocols.

  • Click on “Administration” and select “Templates” under the “Inspections” heading.

  • Scroll through the list of templates to find the template you’d like to base the new template on.

  • Click on the name of the template to open it up.

  • Click on “Copy Template” in the top right.




  • Rename and adjust any fields in this template, and select your vehicle from step 1 in the “Applies to” box.

  • Click on “Create Inspection Template” when completed.