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.
