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AutoVitals Basic Training 6 - Inspection Editing

Al Harris
  • Updated

Video Training

Reviewing the Inspection Report

Edit Methods

Method One - Scroll and Edit

Method Two - Images/Notes Editor

 

Video Training

 

0:00 - Intro
0:10 - Inspection is complete
0:40 - What info do we need?
1:30 - Edit method #1 - Scroll & click
2:05 - Edit method #2 - Notes & Image Editor
4:05 - Find missing notes fast
4:41 - Outro

 

Reviewing the Inspection Report

Once in the inspection report, the primary components that we should have for each topic on an inspection are:

  1. A related photo or video.
  2. A condition of what's wrong.
  3. An action for what the recommendation is or next steps.
  4. A defining note in case the condition(s) or action(s) are not clear with the pre-selected conditions/actions.

 

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Edit Methods

There are two methods for editing the inspection:

Method One - Scroll and Edit

  1. Scroll through the inspection report.
  2. Make any edits to any notes, conditions, or actions by clicking on the topic itself.
  3. This will open up a pop-up to edit that topic and change the conditions or actions or status.

 

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NOTE: Photos can be uploaded from the today's vehicle page. If you have some TSPs or a diagnostic scan in PDF form.

 

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Method Two - Images/Notes Editor

 

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Once the Images/Notes Editor is clicked, you'll be presented with a pop-up. From this editor, you can perform the following actions:

  1. Scroll through all of the Topics that have been touched by the Technician
  2. Modify the Topic, including Conditions, Actions, and Status
  3. Review, edit, and approve/disapprove Measurements
  4. Review and edit Shop notes
  5. Review, edit, and approve/disapprove Customer notes
  6. Edit, crop, or make the image visible/invisible
  7. Add a highlight to the image
  8. Review and edit  Shop Captions
  9. Review, edit, and approve/disapprove Customer Captions
  10. Filter to only show Customer notes that require approval
  11. Move back to the previous Topic
  12. Move onto the next Topic

 

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Next Steps

To move to the next training Session, click here: AutoVitals Basic Training 7 - External Communication

 

 

If you have any additional questions, reach out to our Support Team by clicking Submit a Request in the top right-hand corner of this page.

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