Complete an Inspection Form in the FleetLogic Mobile Application

Describes how to complete a work order or standalone inspection form in the FleetLogic mobile application.

Type

How to

Audience

FleetLogic Service Manager, Technician

Products

FleetLogic mobile application

In This Article

  • Complete an inspection form on a work order
  • Complete a standalone inspection form

Context

Complete an inspection form when you need to carry out an inspection on an asset.  Sometimes inspections are mandated by your company, other times they are legally required by the government in your region.  Generally, you complete a work order inspection as part of the overall process of completing a work order. See: “About Work Orders in FleetLogic” for more information on the work order process.  Standalone inspections are carried out on the spot as needed, or mandated. 

Before you can complete an inspection form on a work order, you must first claim the inspection.  This is necessary when multiple technicians are working on the same work order and are completing different portions of the same inspection. This does not apply to standalone inspections. 

You can add comments, photos, or can record the meter reading on the asset if it is a metered asset.  See: “About Assets in FleetLogic” for more information on metered assets. 

After adding information, you can complete the items in the inspection form.  The items you must complete will depend on the asset, and whether the items are set as mandatory.  See: “About Inspections in FleetLogic” for more information on inspection items. 

After completing the inspection, you can mark the form as complete.  If certain responses are given on the form, a warning icon appears next to the asset in the list of assets, indicating that this asset requires further maintenance. 

Note: This functionality must be set up by your SRM (Systematic Rental Management) application administrator. 

On a standalone form, you must then agree to the terms and conditions and digitally sign off on the inspection.  You can then add your name, and an email address to send a copy of the confirmation notification to. 

Once completed, an inspection is permanently attached to the inspection history for that asset and the inspection form can be referred to at any time in SRM, or the FleetLogic web application. 

Before You Begin

Required: Mobile device with internet connection and mobile application installed, valid FleetLogic account, valid login credentials and access permissions, existing inspection form

Optional: Existing work order with the Assigned, In Progress, or Paused status that contains an inspection form, existing asset with an available inspection form

Steps

Complete an inspection form on a work order

  1. In the FleetLogic mobile application dashboard, tap Work Order
    The list of work orders that are assigned to you opens
  2. Locate and tap the work order you need to complete the inspection form on
    The work order details page opens
  3. In the Inspections section, tap the heading of the inspection form you need to complete
    The Claim inspection popup opens
  4. Tap YES
    You have claimed the inspection form
  5. Do any of the following:
    1. If you need to fill out a text entry field, tap the field and type any relevant information
    2. If you need to fill out a numerical entry field, tap the field and type any relevant information
    3. If you need to fill out a status select field, use the Status dropdown to select the status you need
    4. If you need to fill out a checkbox/comment field, do the following:
      1. Use the toggle to set the inspection item to either checked (on) or unchecked (off)
      2. Optional: If you need to add additional information related to the checkbox, tap comment, and type your comment in the available field
    5. If you need to fill out a photo field, tap photo , and then follow the directions in “Add a Photo in the FleetLogic Mobile Application” 
      Note: See: “About Inspections in FleetLogic” for more information on each inspection field type
  6. Repeat step 5 for any fields in the inspection form until all forms are filled
  7. When you have completed all fields in all inspection forms you need to complete, tap Work Complete
    The inspection form is completed and saved
  8. Complete the rest of the work order process as you normally would
    The work order inspection is saved to the work order inspection history for this asset

Complete a standalone inspection form

  1. In the FleetLogic mobile application dashboard, tap the hamburger menu
  2. Tap Asset Management
  3. Locate and tap the asset you need to complete the inspection on
    The asset details page opens
  4. Tap the Inspections tab
    The list of previous standalone inspections opens for this asset
  5. Tap add
    The Create Inspection Form page opens

    Note: The inspection form is pre loaded with specific form components, depending on the type of asset.  These pre loads are determined by your SRM (Systematic Rental Management) application administrator
  6. Optional: Tap remove next to any pre loaded form components you do not need 
  7. Optional: To add a photo of the asset to the inspection form, tap Add Photo and follow the directions in “Add a Photo in the FleetLogic Mobile Application”
  8. To add a list of pre loaded form components to the inspection form, tap Add Form
    The add form popup opens and displays the list of available inspection form types for this asset
  9. Tap the inspection type you need to complete
    The Create Inspection Form page is automatically filled with the appropriate form components
  10. Do any of the following:
    1. If you need to fill out a text entry field, tap the field and type any relevant information
    2. If you need to fill out a numerical entry field, tap the field and type any relevant information
    3. If you need to fill out a status select field, use the Status dropdown to select the status you need
    4. If you need to fill out a checkbox/comment field, do the following:
      1. Use the toggle to set the inspection item to either checked (on) or unchecked (off)
      2. Optional: If you need to add additional information related to the checkbox, tap comment, and type your comment in the available field
    5. If you need to fill out a photo field, tap photo , and then follow the directions in “Add a Photo in the FleetLogic Mobile Application” 
    Note: See: “About Inspections in FleetLogic” for more information on each inspection field type
  11. Repeat step 10 for any fields in the inspection form until all forms are filled
  12. Tap Submit
    The Review Inspection page opens
  13. Review the inspection for accuracy, and when you are ready, tap Next
    The sign off page opens
  14. Optional: Type a valid email address to send a PDF copy of the inspection results to in the Send email to field, or use the dropdown to select an available email address
  15. The individual completing the inspection must provide a digital signature in the Signature field
  16. Optional: Check Print a copy if you need to save a copy of this inspection form as a PDF document
  17. Tap Done
    The standalone inspection is completed
    The inspection is added to the inspection history for this asset
    If you entered an email address, a PDF copy of the inspection results are sent to the address

    If you specified print a copy, a PDF copy of the inspection results is downloaded to your device

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