What's in This Article:
- Inspection Sheet Editing Overview:
- How to Get to Editing Inspection Sheets:
- How to Create a New Inspection Sheet:
- How to Use an Inspection Sheet From Our Library
- How to Copy an Inspection Sheet:
- How to Modify Statuses:
- Frequently Asked Questions
Inspection Sheet Editing Overview:
How to Get to Editing Inspection Sheets:
To begin creating Inspection sheets, navigate to the inspection sheets page. From your home screen select the hamburger menu then select inspection sheets:
From there you will be navigated to the Electronic Inspection Sheet page
How to Create a New Inspection Sheet:
1). Select New
2). Type the name of the new inspection sheet you'd like to create
3). Select "OK"
How to Use an Inspection Sheet From Our Library
1). Select "Add/remove sheets from library"
2). Select an inspection sheet from our Global Library of inspection sheets provided my real shops like yours.
3). Select Ok once done
How to Copy an Inspection Sheet:
1). Select the drop-down arrow
2). Select the inspection sheet you would like to edit
3). Select copy
4). Rename the copied inspection sheet
How to Modify Statuses:
Begin by clicking the pencil icon next to the status you wish to edit, from there you can;
1). Name and modify the position of the status
2). Select a color to correlate with the state in generated reports
3). Select an icon or image to correlate with the status.
Note* Creating a new status is the same process except click the "new" button to the right of the statuses
Frequently Asked Questions:
Q: I have multiple locations, how do I copy over an inspection from one location to another?
A: In the inspection sheet editor, navigate to the top of the page and select copy to other shops
Then select the shop you want it copied over to and select Ok