Inspections are available exclusively as an Early Access Beta. Reach out to your Sales Representative for more information.
With the Inspections add-on in Trackunit Manager, you can quickly turn your daily pre-use inspection paperwork into digital records. This helps you follow site rules, keep assets running smoothly, and improve safety for workers. By being proactive, you can reduce delays and protect your business profits.
Note:
To use Inspections, assets need to be equipped with Access Management.
To use Inspections, operators must have access (keys) to the asset to perform inspections.
You need to have an Admin or Fleet admin role in Trackunit Manager to be able to set up inspections. If you do not have the right access, contact the account admin of your company.
After an inspection template is created, you can assign the template to specific assets and you can check the responses to the inspections directly in Trackunit Manager. You can also set up notifications to automatically notify selected contacts (like technicians) when an asset has failed the inspection and needs to be looked at.
Keep on reading for step-by step-instructions.
Create inspection templates
Start out by creating an inspection template:
Sign in to Trackunit Manager
Go to the Inspections app.
Click the Templates tab (default).
Click the Create New Template button.
Enter a Template name.
Enter an inspection Question of your choice.
Add a description and an image (optional).
Click Add Question to add a new question.
Click Save when you are done adding questions.
💡 Tip: To edit an existing inspections template, go back to the Inspections app and click on the three dots under Actions. Then click on Edit. Click Save when you are done editing.
Assign inspection template to assets
After you have created the inspection template, you can assign it to assets:
Sign in to Trackunit Manager
Go to the Inspections app.
Click the Assignments tab.
Tick the boxes on the asset(s) you wish to assign the inspections template to.
Click Edit Assignment / Assign Template in the blue bar at the bottom of the screen.
Select the inspections template from the drop-down menu.
Click Assign template.
See inspection responses
When your operators have completed an inspection on an asset, you can check the responses in Trackunit Manager.
Sign in to Trackunit Manager
Go to the My fleet app.
Find and click on the asset you want to see responses for
In Asset Home, click on Inspections.
Select the Responses tab (default).
On the list, select the response you want to see details for.
Set up inspection notifications
Make sure that relevant stakeholders are informed of a failed inspections to get the asset back to operating mode as quickly as possible.
Sign into Trackunit Manager
Click on the Inspections app.
Click on the Notifications tab.
Click on Create notification button.
Enter a name for your notification and click Next.
Select the notification type (currently only available as email notification) and click Next.
Select the condition (currently only available for the condition "failed" inspection)
Select the assets for the inspection notification and click Next.
💡Tip: You can select your assets by filter parameters or for specific groups.
Select the subscribers who should receive the email and click Next. You have the option to select Users or Contacts. Users are those that have access to your Manager account and Contacts are the list of users from your Customer list. Learn how to create and manage Customers here
Optional: You can add a custom note that will be included in the inspection notification.
Click Next.
Review your configuration and click Save.
Note: If someone unsubscribes using the link at the bottom of a failed inspection email, they will stop receiving all future failed inspection emails.
To resubscribe, they can click the same link in the original email. If the email is no longer available, please contact our Customer Support team to have their email removed from the unsubscribe list.
Edit/Pause an inspection notification
You can edit your inspection notification at any time or pause your inspection notification if you do not want emails to be sent but do not want to delete the inspection notification.
Edit a inspection notification
Log into Trackunit Manager
Click on the Inspections app.
Click on the Notifications tab.
Click on the three dots next to the notification that you would like to edit.
Select Edit to change any of the parameters of the notification.
Navigate to the section that you would like to edit and make the necessary changes.
Click on Review & Save or click Next until you get to the review page.
Review your changes and click Save.
Pause an inspection notification
Log into Trackunit Manager
Click on the Inspections app.
Click on the Notifications tab.
Click on the three dots next to the notification that you would like to pause.
Select Pause if you want to deactivate the notification.
Confirm your choice and click Pause.
The inspection notification status will change to Inactive.
💡 Tip:
Need more help?
Click on the Messenger icon in the lower left corner to get in touch with Customer Support.