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How do I get started with Inspections?
How do I get started with Inspections?

Learn how to set up inspection templates in Trackunit Manager to digitalise the inspection process of assets.

Updated over a month ago

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:


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.

Keep on reading for step-by step-instructions.

Create inspection templates

Start out by creating an inspection template:

Sign in to Trackunit Manager

  1. Go to the Inspections app

  2. Click the Templates tab (default)

  3. Click the Create New Template button

  4. Enter a Template name

  5. Enter an inspection Question of your choice

  6. Add a description and an image (optional)

  7. Click Add Question to add a new question

  8. 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

  1. Go to the Inspections app

  2. Click the Assignments tab

  3. Tick the boxes on the asset(s) you wish to assign the inspections template to

  4. Click Edit Assignment / Assign Template in the blue bar at the bottom of the screen

  5. Select the inspections template from the drop-down menu

  6. 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

  1. Go to the My fleet app

  2. Find and click on the asset you want to see responses for

  3. In Asset Home, click on Inspections

  4. Select the Responses tab (default)

  5. On the list, select the response you want to see details for


💡 Tip:

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