You can manage your Equipment and Inspection records through iScout. This guide will use Trucks as an example, but there are endless possibilities once you understand the tools.
Before you start adding each of your Trucks to iScout, you need to define a Truck. To do this, you will create a type of equipment called Truck and setup inspection schedules, additional fields, etc. A Standard Equipment Profile keeps track of information like Serial #, Location, Line of Business, Employee Assigned To, etc. Adding Custom Fields allows you to keep track of data for equipment that is not include in the default list, like VIN, Year/Make/Model of a vehicle, Registration Info, etc.
Click Save to create your New Equipment Type
Now that you’ve defined a Truck, let’s add an actual truck to the site
ADDING EQUIPMENT VIA DATALOAD (SPREADSHEET)
You can also create equipment via the Dataload. This is especially useful if you’re working with a large number of items. For more information, click here.
Note you can also update custom fields using the dataload. For example, you could run a weekly update of mileage for all on your trucks.
COMPLETING AN INSPECTION
Now that you’ve listed your equipment in the system, we’ll walk through the 2 ways to complete an inspection.:
A few things worth noting:
When you setup your equipment type, you can choose a “Form” for the inspection. This is a form that you designed (within the Forms module) and the inspector is required to fill it out for the inspection. Click here to learn more about using custom Forms for Inspections.
The inspection will expire based on the date you select. So, if you want the inspection to expire on a specific date, set your start Date accordingly.
If the Inspection is set up as a Form:
UPDATING INSPECTIONS VIA DATALOAD (SPREADSHEET)
You can also create and update Equipment Inspections via the Dataload. This is especially useful if you’re working with a large number of items and have historic information to upload. For more information, click here.
We typically email once a week with new features and training courses. Learn More »