Inspections
Checklist inspections, the templates behind them, and the work orders a defect raises on its own.
An inspection is a checklist completed against one vehicle at one moment. It is the main way defects enter the system, and it is not a filing exercise: a defect recorded at major or critical severity raises a work order by itself and can take the vehicle off the road before anyone in the office has seen it.
Who can do this
- Role
- Any signed-in user
- Permission
inspections:readinspections:writeinspection-templates:write
Admins manage templates and can record any inspection type. Drivers submit pre-trip and post-trip inspections from the driver app, and can only open their own.
Templates come first
A template is a named list of items, each with a category and a required flag, tied to one inspection type. Drivers cannot start an inspection for a type that has no template — the app tells them to contact an administrator — so templates are the first thing to set up.
Items are grouped into seven fixed categories: exterior, interior, engine, brakes, electrical, safety equipment, and tires and wheels. The checklist screen uses those groups as its tabs, so a template with everything in one category reads as one long list on a phone.
If several templates exist for the same type, mark one as the default and it is applied automatically; the driver can still switch. Without a default the driver is asked to choose.
The driver flow
Four steps in the driver app. Drivers see pre-trip and post-trip only; monthly, semi-annual and annual inspections are recorded by an admin.
- 1
Choose the type
Driver app → Inspections → StartPre-trip or post-trip. The matching template loads immediately and becomes the checklist.
- 2
Work the checklist
Every item takes one of three marks: Pass, Fail or N/A. Marking an item Fail opens the defect detail — severity, a failure reason, notes, and a toggle for requiring immediate attention. Photos attach per item.
- 3
Add overall notes
One free-text note for the inspection as a whole, separate from the per-item notes.
- 4
Review and submit
The summary shows the result before it is sent. Photos upload after the inspection itself is created, so a driver on a weak connection sees the inspection recorded first and the images follow.
What a defect triggers
| Severity | Work order raised | Priority | Effect on the vehicle |
|---|---|---|---|
| None | No | Not applicable | Unchanged |
| Minor | No | Not applicable | Unchanged |
| Major | Yes, of type Inspection | High | Moves to In maintenance |
| Critical | Yes, of type Inspection | Critical | Moves to In maintenance |
Each raised work order is linked back to the item that caused it, and its reported issue is written from the item name plus the failure reason. Submitting an inspection also does three quieter things: it stamps the vehicle’s last inspection date, writes a maintenance log entry, and notifies admins when any item failed.
Editing and deleting
Editing an inspection without touching its items is an ordinary update. Changing the items re-runs the whole cascade:
- the item list is replaced wholesale, not merged;
- every still-open work order raised by that inspection is deleted;
- work orders are raised again from the new items.
Work orders that have already been completed or closed survive, so history is not rewritten — but any diagnosis typed into an open one is lost. Deleting an inspection behaves the same way: its open work orders go with it, completed ones stay.
In the other direction, once every work order linked to an inspection reaches completed or closed, the inspection itself is moved to passed_with_defects — the record of what was found, with the defects now resolved.
Terminology
Your organisation can rename these. If your screens say something else, this is what they mean here.
- Vehicle
- The asset being inspected. Some tenants call these trucks, vans, units or assets.Rename it in Settings → Terminology
- Trip
- Pre-trip and post-trip inspection labels follow your trip term, so they may read as pre-route or post-run.Rename it in Settings → Terminology