1. Click New Plan.
2. Enter the Plan Name.
3. Set the Inspection Frequency (Daily, Weekly, or selected days).
4. Under Check Items, select the items you want to include.
Prestart items are created and managed under Prestart Settings, where you can add additional instructions or descriptions for each item. This guides drivers on what to check.
Check Items listed under Available (all items you’ve created) can be dragged and dropped into Included if they will be part of the plan.
5. Under Vehicles and Groups, choose the vehicles or groups the plan applies to.
You can assign the plan to individual vehicles or entire vehicle groups, depending on how you manage your fleet.
6. (Optional) Enable Start or End Declarations.
Use declarations if you want drivers to confirm important statements at the start or end of their run.
7. (Optional) Add email or mobile notifications.
8. Tick Inspection is mandatory for operating vehicle if required.
If this option is enabled and any prestart check fails, the driver will not be able to proceed with the run.
9. Click Save.