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Fleet

Inspections

Create and manage vehicle inspection checklists, conduct inspections, and review results.

The Inspections sub-module provides a structured process for conducting and recording vehicle inspections. Regular inspections are essential for identifying safety issues before they become incidents, ensuring regulatory compliance, and maintaining the overall condition of your fleet.

Navigation: Fleet > Inspections

Purpose

Vehicle inspections catch problems early -- before a minor issue becomes a breakdown on the road or a safety hazard for drivers and passengers. The Inspections sub-module allows you to:

  • Define reusable inspection checklists with specific items to check
  • Conduct inspections and record results for each checklist item (pass, fail, or needs attention)
  • Attach photos and notes as evidence for each inspection item
  • Track inspection history for every vehicle in the fleet
  • Monitor overdue and upcoming inspections across the fleet
  • Ensure compliance with regulatory inspection requirements

What You Will See

The main Inspections page has two views: Inspection Records and Checklists.

Inspection Records

The default view shows a table of all completed and in-progress inspections.

ColumnDescription
VehicleThe vehicle that was inspected (plate number and model)
ChecklistWhich inspection checklist was used
InspectorThe person who conducted the inspection
DateWhen the inspection was performed
ResultOverall result -- Passed, Failed, or Needs Attention
StatusDraft, Submitted, or Reviewed
Issues FoundNumber of items that failed or need attention

Inspection Statuses

StatusDescription
DraftInspection has been started but not yet completed and submitted
SubmittedInspection is complete and has been submitted for review
ReviewedA supervisor or manager has reviewed the inspection results

Overall Results

ResultMeaning
PassedAll checklist items passed. The vehicle is in good condition.
Needs AttentionOne or more items need follow-up but the vehicle can still operate.
FailedOne or more critical items failed. The vehicle should not be dispatched until issues are resolved.

Managing Checklists

Before you can conduct inspections, you need at least one inspection checklist. Checklists define what items should be checked during an inspection.

Viewing Checklists

Switch to the Checklists tab to see all defined checklists. Each checklist has:

ColumnDescription
Checklist NameThe name of the checklist (e.g., "Daily Pre-Trip Inspection", "Monthly Safety Check")
CategoryThe type of inspection (Pre-Trip, Post-Trip, Monthly, Quarterly, Annual)
Items CountNumber of inspection items in the checklist
Last UsedWhen this checklist was last used for an inspection
StatusActive or Inactive

Creating a Checklist

  1. Switch to the Checklists tab.
  2. Click "Create Checklist".
  3. Fill in the checklist details.
FieldRequiredDescription
Checklist NameYesA descriptive name (e.g., "Daily Pre-Trip Inspection")
CategoryYesPre-Trip, Post-Trip, Monthly, Quarterly, or Annual
DescriptionNoPurpose and instructions for this checklist
  1. Add inspection items to the checklist.

Adding Inspection Items

Each checklist contains a list of items that the inspector must evaluate. For each item, define:

FieldRequiredDescription
Item NameYesWhat to inspect (e.g., "Tire Condition - Front Left")
DescriptionNoDetailed instructions on what to look for
Category / GroupNoGroup related items together (e.g., "Tires", "Lights", "Fluids", "Body")
Is CriticalNoMark items that are safety-critical. If a critical item fails, the overall inspection automatically fails.

Organize your checklist items into logical groups (e.g., Exterior, Interior, Engine, Tires, Lights, Safety Equipment). This makes it easier for inspectors to work through the checklist systematically.

Example: Daily Pre-Trip Inspection Checklist

GroupItemCritical
TiresTire pressure within rangeYes
TiresNo visible tire damage or excessive wearYes
LightsHeadlights workingYes
LightsBrake lights workingYes
LightsTurn signals workingYes
FluidsEngine oil levelNo
FluidsCoolant levelNo
FluidsWindshield washer fluidNo
BrakesBrake pedal firm, no spongy feelYes
BrakesParking brake holdsYes
SafetySeatbelts functionalYes
SafetyFire extinguisher present and not expiredYes
SafetyFirst aid kit presentNo
BodyNo visible body damageNo
BodyMirrors clean and properly adjustedNo
InteriorDashboard warning lights offYes
InteriorHorn workingYes

Editing a Checklist

Click on a checklist to open it, then click "Edit" to add, remove, or reorder inspection items. You can also change the checklist name, category, or description.

Editing a checklist does not affect inspections that have already been completed using that checklist. Changes only apply to future inspections. This ensures historical inspection records remain accurate.

Conducting an Inspection

To perform a new vehicle inspection:

  1. From the Inspection Records tab, click "New Inspection".
  2. Select the vehicle to inspect.
  3. Select the checklist to use.
  4. The system opens the inspection form with all checklist items listed.

Recording Results

For each checklist item, the inspector selects one of three outcomes:

ResultMeaning
PassThe item is in good condition and meets standards
FailThe item does not meet standards and requires corrective action
Needs AttentionThe item is acceptable but showing signs of wear or minor issues

For each item, the inspector can also:

  • Add notes -- Describe what was observed or any concerns
  • Attach a photo -- Take a picture of the item as evidence (especially useful for failed or attention-needed items)

Saving and Submitting

  • Click "Save as Draft" to save progress without submitting. The inspection can be continued later.
  • Click "Submit" to finalize the inspection. This locks the results and makes them available for review.

If any critical item fails during the inspection, the system will display a warning recommending that the vehicle be taken out of service until the issue is resolved. The vehicle status can be changed to In Maintenance directly from the inspection results page.

Reviewing Inspection Results

After an inspection is submitted, a supervisor or fleet manager can review it:

  1. Open the submitted inspection from the Inspection Records list.
  2. Review all item results, notes, and photos.
  3. Click "Mark as Reviewed" to confirm the review.
  4. If issues were found, create follow-up actions:
    • Create Maintenance Task -- Generates a new task in the Maintenance sub-module for any failed items
    • Flag Vehicle -- Change the vehicle status to reflect the inspection findings

Inspection History

Each vehicle's detail page in the Vehicles sub-module includes an Inspection History section. This shows:

  • All past inspections for the vehicle in chronological order
  • Overall results (Passed, Failed, Needs Attention) for each inspection
  • The inspector's name and date of each inspection
  • Links to view the full inspection detail

Tips for Fleet Managers

  • Make pre-trip inspections mandatory -- A daily pre-trip checklist is the most effective way to prevent breakdowns and ensure driver safety.
  • Use critical item flags wisely -- Only mark items as critical if a failure genuinely means the vehicle is unsafe to operate. Too many critical items can lead to an excessive number of vehicles being flagged.
  • Review failed inspections promptly -- Failed inspections should trigger immediate maintenance action. Do not let failed inspection items sit unaddressed.
  • Use photos as evidence -- Photos attached to inspection items provide a visual record that is invaluable for insurance claims, warranty disputes, and quality assurance.
  • Track trends -- If the same checklist item repeatedly fails across multiple vehicles, it may indicate a fleet-wide issue (e.g., a bad batch of tires, a common wear pattern) that needs a systemic solution.