Overview

Pre-departure checklists are presented to drivers on their paperwork & on the vehicle tablet.

The initial Default pre-departure checklist may not suit all vehicles in your fleet.

To cater for different vehicle types, you can create vehicle specific checklists and assign different checklists to different vehicles. This gives the drivers a more relevant and targeted list of items to check.

The checklist the driver sees will be determined by the asset they’ve been allocated to.

View the Pre-Departure Checklist page

1. Open the Operations page.
2. Under Configuration on the right, click Pre-Departure Checklists (Operations → Configuration → Pre-Departure Checklists).

Create a new Pre-Departure Checklist

1. Click ➕ (Create Pre-Departure Checklist) in the top right corner of the Pre-Departure Checklists page.
2. Enter a unique Pre-Departure Checklist Name.
3. Click Add Item for each item, enter its Description and set Is Mandatory to Yes or No. Each item can be defined only once.
   1. Note: It’s recommended to keep Pre-Departure Checklist items short if possible. Long item names could cause problems when displayed on the tablet or the Daily Summary Sheet.

Edit an existing Checklist

1. Click on the checklist name
2. Click the Edit Button in the top right corner
3. Make the required changes & click Submit

Mandatory Status

• If Is Mandatory is set to Yes, the driver must select Yes to continue past the Pre-Departure checks screen on the tablet.

  • If the driver selects No or N/A, they will see the following message and will not be able to proceed past that point.

  

• If Is Mandatory is set to No, the driver may select Yes, No, or N/A

Checklist Item Position

• If you would like to adjust the position that each item will appear in the tablet and on the driver’s Daily Summary Sheet, you can do that while editing the checklist, using Move up and Move down (the up and down arrows) on the right hand side. Remove Item removes an item from the checklist.

Assigning a pre-departure checklist to an asset

1. Navigate to Workshop → Assets and select the asset you would like to assign the checklist to.
2. Select the checklist in the Pre-Departure Checklist field, shown below. The field appears on Fleet assets only and is mandatory.

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