This article will guide you through completing an Inspection Form in Fleetio Go, including attaching photos and comments, and adding your Signature. This also covers how to resolve open Issues in an Inspection and how to view your Inspections.

Inspections in Fleetio Go Video

For the best viewing experience, be sure to check the video player settings for your device and expand to full screen.

Start an Inspection

There are multiple ways to start an Inspection in Fleetio Go, but the easiest is to tap the Start Inspection shortcut on the Home screen (if available), then choose an Inspection Form.

If you don't have the Start Inspection shortcut available, you can also:

• Tap Browse in the bottom menu, then tap Vehicles. Choose a vehicle, then tap the green + button and tap Inspection.
• Tap Browse in the bottom menu, then tap Inspections. Choose an Inspection, select a vehicle, and tap Start Inspection.
• Select a vehicle in the app. If an Inspection is Overdue, it will appear in the Alerts section, where you can tap the link to start it.

Completing Inspection Items

Inspection Forms contain individual Inspection Items such as drop-down lists, pass/fail checks, photo requirements, or simple text entry. You'll go through these items one at a time to complete your Inspection.

The Required label (a) is displayed above the Item Name (b) for any Items that MUST be completed. If additional Instructions are available, they will display as a link (c).

Add optional Comments (d) or Photos (e). Once added, these icons will display a number to indicate that a comment or photo is available for viewing.

• Note that some Inspection Items may require a comment and/or photo.

Return to a Previous Item (f) or tap Next to move forward (g), optionally skipping non-required items.

Most inspection items will require tapping pass/fail buttons, selecting items from menus, or entering text into a text field, while others may be more complex.

Expand the sections below to learn more about the different types of Inspection Items:

Date/Time

Tap Enter date or Enter date and time to select the date or date and time.

 

 

Drop-down

Tap the Select menu and choose an available option on the next screen.

 

 

Meter Entry

If the form includes a Meter Entry item, tap the input field to input the meter reading. 

• The vehicle's current odometer reading will display below the input field so you can confirm that your new meter reading is equal to or greater than the current reading.
• Fleetio will validate your entry and alert you if the meter value is either too low (less than the current reading) or too high (exceeding the expected average daily usage).

You may also be required to take a verification photo. If a photo is required, tap the Photo button next to the input field. 

• You will only have the option to take a new photo with your device's camera. You cannot use an existing photo.

 

 

Pass/Fail

Pass/Fail items require you to tap either the Pass or Fail buttons.

• Depending on the Inspection Form configuration, these may be named differently, such as Yes or No.

 

 

Inventory Adjustments

For Inventory Adjustments, you need to select the Part Location, Part used, and Quantity:

1. Tap the Select Location menu, then select the appropriate part location on the next screen.

2. Next, tap the Add Part button at the bottom, then select the appropriate part on the next screen.

3. Tap the + and - buttons to adjust the part quantity.

4. Repeat steps 2 and 3 to add more parts if necessary.

When you submit your Inspection, the part quantities you select here will automatically update the part inventory for the part location you selected.

 

 

Tire Readings

For Tire Readings, you'll need to enter the current Tread Depth and/or air Pressure readings.

Tap each field to enter the data.

The correct number of fields for pressure and tread depth will automatically generate based on the vehicle's axle configuration. 

If the axle configuration has not been set, you will be asked to set this during the inspection. Tap the Axle Configuration field, and select the appropriate configuration on the next screen.

If tires have not been added to the vehicle, you will be prompted to “install” them into Fleetio. Tap Install, then enter the pressure and tread depth for each tire.

 

 

Signatures

Some Inspection Forms require a signature for submission.

If you have a saved signature, tap Use My Signature to load it.

If you don't already have a saved signature, tap the Sign link to sign the Inspection Form. 

• Tap the Save as My Signature toggle to save your signature to use later.

 

 

Submitting the Inspection

When an Inspection is complete, tap the Submit button in the upper-right corner.

If you attempt to submit before completing all Inspection Items, an alert window will display a list of incomplete items. Tap Close or tap View List to view the incomplete items.

If you have viewed all optional items and completed all required items, the alert will summarize your form and offer the option to Cancel or Submit.

Resume or Restart an Inspection

To resume an Inspection in progress, tap Resume in the Inspections widget on the home screen:

Instead of resuming an in-progress Inspection, there may be circumstances when you wish to clear any previous responses and restart the Inspection from an empty form.

To restart an Inspection:

1. Tap View All in the Inspection widget on the home screen.
   • You can also tap Browse in the bottom menu, then tap Inspections.

2. In the Inspections index, tap the Inspection to view it, then tap Start Over.

All previous responses for this Inspection will be erased, and the Inspection will restart from the first Inspection Item.

Inspection Items and Issues

Inspections are a great way to discover, report, and monitor Issues. For example, your Fleetio account may have a workflow to automatically create a new Issue when an Inspection Item fails.

Issues can only be resolved via a Service Entry or Work Order, but Inspections provide a way to monitor open Issues. This ensures the Issue is addressed and supports regulatory compliance by creating an audit trail for the Issue.

If an Issue is created from a previous Inspection item failure, the next user to inspect the vehicle will see a notification indicating whether the Issue remains open.

View Open Issues

When you launch a new Inspection, any Open Issues will be flagged on the Inspection Item in the checklist:

And also flagged on the item itself in the Inspection Form:

If it is a required item, you can't skip it. You have to pass or fail it.

When is an Inspection Due Soon or Overdue?

Inspections can have a status of 'Due Soon' or 'Overdue'.

By default, most scheduled Inspections will be Due Soon on the day they are due unless they allow for early submissions (configured by your Administrator).

• If the Inspection allows early submissions, the Inspection will show Due Soon on the first day that early submission is allowed to satisfy the due requirement.

Inspections will not be flagged Overdue until the day after the due date.

In Fleetio Go, Due Soon and Overdue Inspections are displayed in the Inspections widget on the home screen, and the Alerts section on the Vehicle Details screen:

Inspection Index

To view the Inspection index, tap Browse and then select Inspections.

The index will display with the default filter of My Inspections. Tap All Inspections to view all Inspections.

In each index entry, you will see the vehicle name, the date, the Inspection Form, and the step the Inspection is currently on, if it's in progress.

Tap any Inspection in the index to open it.

Troubleshooting

The Inspection is taking a really long time to submit.

If your network upload speed is slow or if your Inspection includes a large number of photos, the submission may take some time to complete. 

If this occurs, Fleetio will notify you of the delay and offer the option to close and wait or continue while it uploads in the background.