RTA Inspect - Creating an Inspection

Inspections are created within the RTA inspect app by adding forms. These forms then become inspections for your drivers and operators to complete. RTA Inspect is very flexible offering multiple ways to build forms and the freedom to build forms for any type of inspection necessary to the operation.

Create From Template

Creating a form from a template is the easiest way to get started with RTA Inspect.

1. Navigate to the Fleet Menu and select Forms.

2. Push the + button to add a new form.

3. A dialog appears, select the From Template option.

4. You should now see a selection of form templates. Pick one that suits your fleet best.

5. Once the selected form template opens, give it a new name. Make any adjustments you would like and tap save.

Create From Scratch

When you want to create a form that is exactly the way you want it, RTA Inspect makes it easy to create your own form. RTA Inspect form items are organized into sections. Before you begin adding form items, you must add your first form section.

1. Click the “ADD SECTION” button and give your first section a name and click “SAVE”

2. Click “ADD ITEM” to add check list items for each section you add

Two types of form items: Pass/Fail & Numeric

RTA Inspect currently offers two types of form items: Pass/Fail & Numeric. By default, new items are Pass/Fail as we have found this to be the most common case. To switch the item type, tap the drop-down on the screen titled Type.

Both issue types allow drivers to enter notes and add photos.

Pass/Fail

Use a pass/fail item when you only need to know whether the condition of the component that is under inspection is satisfactory.

Pass/Fail items also have an available checklist feature that may be useful when the component under inspection has a number of very specific points to check. For example, individual instruments in an instrument cluster may be easy to represent as checklist items. When your driver marks checklist items as failed, the resulting issue includes the individual checks that failed in the issue details. This provides more detailed information to you which helps your mechanics diagnose issues faster.

To add checklist items, simply tap on the open text entry in the checklist section and start typing.

Once you have given this checklist item a name, press the Done button on the keyboard and the item will be added to the list.

Repeat this process for as many checklist items as you need.

You can remove checklist items and also adjust the order of the items by tapping on the “more” menu (3 vertical dots) to the right of each checklist item.

Numeric

Use a numeric item when you need your driver to provide a numeric value as part of their inspection. You might ask for tire pressure or tread depth.

1. Navigate to the Fleet Menu and select Forms.

2. Push the + button to add a new form.

3. Once a dialog appears, select the From Scratch option.

4. You should now see an empty form screen. Give your form a name and begin editing by selecting “Add Section” then “Add Item”.

Cloning Forms

A third way to create new forms is to clone a form that you already have. This is useful when you have certain vehicles which require a form that is nearly identical to others but requires certain modifications.

1. Click the “more options” button (3 vertical dots) in the top right

2. Click “Clone” the cloned form opens an editor screen.

3. Make and edits needed and click “SAVE” in the bottom right

Assigning Forms To Assets

Before you can use your new form in an inspection, you must first assign the form to your assets. You may wish certain forms to apply to specific assets.

1. Click “Vehicles” under the form name to see if any vehicles are assigned this form

2. Click the box next to the vehicle to want to add or remove from the inspection form

3. Once selections are complete, hit the back button at the top left of the screen