This guide walks you through how to create an inspection in Workshop Software. Follow the steps below to complete this task.
Please note: This functionality is only available for our Gold subscription level. If you would like to access this feature you can upgrade on your dashboard.
To create an Inspection you will need to have created an Inspection Template. If you have not yet done so please have a look at this guide:
https://workshopsoftware.com/knowledge-base/inspections/create-an-inspection-template/
1. Go to ‘Inspections’ > ‘New Inspections’ on your tabs on the left hand side of Workshop Software.
3. The Inspection details will default to what you have put in your default settings. However you can edit this if you would like:
4. Depending on your template each section will have different features to check and tick off. There will be 4 types of formats:
-
- Green/Yellow/Red – Helpful for showing the level of urgency.
-
- Carry Out – Yes/No requirement to make sure it has been checked.
-
- Input – Provides the option to add an input and select urgency.
-
- Tyres – Provides fields for Tyre pressure and the option to select urgency.
5. Once you have finished performing the inspection click SAVE at the bottom right. Also make sure to press save if you have not finished the Inspection so that the work you have done so far does not get lost.
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
Frequently Asked Questions
Do I need a specific subscription level for this feature?
Some features in Workshop Software are available on specific subscription plans. If you do not see the option described in the steps above, check your current plan or contact the Workshop Software team to find out if an upgrade is required.