Overview

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

The initial default predeparture 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 tile page
2. On the right hand side under the Configuration Menu, click on Pre-Departure Checklists

By default

Create a new Pre-Departure Checklist

1. Click the + Plus Button in the top right corner of the Pre-Departure Checklist page
2. Enter a unique name for the checklist
3. Add items & select the mandatory status of each item
   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 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 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 using the up & down arrows on the right hand side.

Assigning a predeparture 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 from the Pre-Departure Checklist dropdown menu shown below.

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