Inspect Templates

Roles: Service Manager; Fleet Manager and above

Inspect templates regulate defect capture for similar machines. In MyEROAD, you may create any number of inspection checklists (templates) and assign up to 4 of them per vehicle/asset. Operators may then select the appropriate template on their EROAD Inspect mobile app before conducting an inspection.

• Inspect Templates comes with several preset templates, serving as quick guides for making your own custom templates.
• EROAD preset templates cannot be edited, but they can be duplicated. Duplicates can be changed and renamed. This speeds up creating your own templates.
• You may designate any 4 of your templates as Default Types: Heavy, Light, Asset or Trailer inspections. The Default Types may be designated from preset or custom templates.
• You may also re-assign a Default Type to a different template.

Inspection templates cover reportable key issues, such as:

• Service brakes, including trailer brake connections
• Parking brake
• Steering mechanism
• Lighting devices and reflectors
• Tires
• Horn
• Windshield wipers
• Rear vision mirrors
• Coupling devices
• Wheels and rims
• Emergency equipment

To view/edit a template's details:

1. Click a template line. A side panel reveals template details.

All details are editable, but Categories come with additional tools:

• v - to reveal the subsection lists
• (pencil) - edits the list
• (trash) - deletes the list
• (Grab handle) - Used to re-order Category groups, to assist an operator's inspection flow.

Template Actions

Click the Action  icon beside a specific template to access various options for that template. Available options are:

• duplicate the template
• delete the template (unavailable for EROAD presets only)
• assign the template to a vehicle
• set the template as the Heavy, Light, Trailer or Asset Default Type.

Duplicating a Template

Users may duplicate an EROAD preset template or custom template.

1. Click the Action  icon beside a specific template name. The list of template action options appears.
2. Click Duplicate to duplicate a template. The Add a New Template dialog box opens with the original template's presets populating the new template fields.
3. Replace the original template (copy) name in the Template Name field. Note: Fields with an asterisk (*) are required fields.
4. Enter a new description in the Description field.
5. Enter a Not Safe to Use Message, if a message should be displayed to an operator if a certain item fails.
6. Switch the toggles on or off, as needed, in the Item Defaults section, as needed. Toggles include: Inspection Type (Pre-Trip or Post-Trip, Available Results (Pass, Fail, or N/A), or Safe to Use.
7. Edit the Category toggles, if needed.
8. Click Save to finish your new template. See Create a Template for more information about template toggle switches.

Setting Default Types

A specific template can be set as the default for every heavy vehicle, light vehicle, trailer, or asset that is entered in MyEROAD. You may also assign a template to new vehicles created with one of these vehicle types.

To set a template as a Default Type:

1. Click a template's Action  icon. The list of template action options appears.
2. Select the appropriate Default Type.
   Note: Once assigned, that Default Type will be removed from the template to which it was previously assigned. Only 4 templates maximum may hold a Default Type.

Assigning a Template to a Vehicle Type

You can assign up to 4 inspection templates per vehicle in MyEROAD. These templates will then be available to choose from the Inspect app prior to the vehicle inspection.

1. MyEROAD > Administration > Vehicles / Assets. Your fleet will be listed.
2. Select a vehicle. The Manage Asset page opens. The Inspection section lists any templates assigned to that vehicle.
3. Manage Inspection. An entry field appears.
   Clicking within the field opens a drop-down menu, from which you can select up to 4 templates.
4. Update Template.

Creating/Modifying a Template

If creating a template from scratch, click + Add New Template.

You could also duplicate an existing template from that template's Action  icon.

Then:

1. Add a unique template name, and a description.
2. Add a 'Not safe to use' message. This message appears at the end of an inspection on the operator's mobile device after a completed inspection.
3. Enable/Disable Exception Flow. Exception Flow allows operators to inspect items out-of-sequence. They must still complete each item's inspection.
4. Select Item Defaults applied across all category items. Inspection Type defines when an inspection should occur. Available Results provide the selectable options for operators per inspection item.
5. Enable/Disable Safe to use. If enabled, an item's condition is irrelevant for safe and compliant operation.
6. Add/Modify a Category.
   A category is a group of related items, usually by location. Grouping items this way helps operators conduct an efficient sequential checklist. Categories may be dragged into a different sequence, edited or deleted using each category's tools.
7. Add Items to a Category.
   Inspection items are named, added, deleted and re-ordered the same way Categories are. Each item initially inherits the Item Defaults, but these can be changed per item.
   
   
8. Save.

The template is now available for assignment or further editing.

Assigning Inspection Templates

Templates may be assigned to vehicles or assets one by one or in bulk.

To assign a single asset an inspection template:

1. MyEROAD > Administration > Vehicles / Assets. The company's vehicles and assets are listed.
2. Select a vehicle or asset. The Manage Asset screen appears.
3. Click Manage Inspection. Any assigned templates are listed in the template field.
4. Click in the template field. A dropdown list of all current templates appears.
   
   
   
   
5. Select/Add 1-to-4 applicable templates. You may delete templates by clicking that template's 'x'.
6. Click away from the dropdown, and click Update Template.

The vehicle's inspection template options are now in effect.

To bulk-assign templates to vehicles / assets:

1. MyEROAD > Administration > Vehicles / Assets. The company's vehicles and assets are listed.
2. Check each vehicle/asset's leftmost checkbox to be assigned certain templates.
3. Click Manage Template. The Inspect Template window pops up.
4. Select/Add 1-to-4 applicable templates. You may delete templates by clicking that template's 'x'.
5. Click away from the dropdown, and click Apply.

The vehicles' inspection templates are now in effect.