The Vehicle checks functionality is provided to help fleet operators to monitor the technical condition of their fleet.
If you need this functionality enabled, please contact the MaxOptra Support Team.
Creating Vehicle Checks forms
After the functionality is enabled, go to the Settings tab under the Account Administrator role, and find the new screen, called Vehicle check forms, in the Execution section.
On this screen you can see check forms for different types of vehicles.
To create a new check form, click Add at the bottom of the screen. The blank form is opened. Fill out the Name and Description of the new check form.
The check form includes the following parameters:
Column | Description |
Name | Name of the item that should be checked (e.g., wheels, brakes etc.) |
Description | Verbal description of what the check consists of |
Type | Type of data you are going to use for this value. It may be: check / number/ single-line text/ multi-line text/ photo/ dropdown. Note If the dropdown type is selected, you should enter several values to choose from. |
Mandatory | Shows that checking this item is mandatory |
You can manage the visibility and order or columns using the cog button in the left corner.
Click +Add to add the new item for check and fill out the required fields.
Click Save to save the changes.
To edit/delete the items in the check form, use the buttons in the side bar:
To delete the whole check form from the screen, click the button.
Applying Vehicle Checks Forms to Vehicles
To apply the created vehicle checks forms to the particular vehicles, go the Vehicles screen (or to the Planning screen), open the vehicle card and select the vehicle check form from the dropdown against the corresponding field.
Click Save to save the changes. The check form is rendered to the driver’s mobile app. Now this vehicle should undergo regular technical checks according to the specified form.
Vehicle Checks Report
The results of vehicle checks can be viewed on the new report that has been introduced for this purpose. Go the Reports tab and open the Vehicle checks forms report.
The report displays the following columns:
Date,
Vehicle,
Driver,
Quantity of faults
The data can be filtered by date range, vehicle, driver parameters.
Click the selected report to view the details on the screen.
You can print the report by clicking the Print button at the bottom of the screen.
The report can be exported as a csv-file. If filter was applied, only the filtered data will be included in the report. Photos are not exported.
Vehicle Check Faults Report
In case a vehicle has failed to pass the check for any item mentioned in the form, these faults can be viewed in the Vehicle faults report.
Every time a vehicle check form is uploaded from the mobile app, for each field with the “Fail” value, a new fault record is created and added to this report. The report displays the following columns:
Date
Vehicle
Driver
Check
Status
The data can be filtered by date range, vehicle, driver and check parameters.
Click the selected report to view the details on the screen.
Each fault has one of the possible statuses: Registered or Rectified. All new faults are added with the Registered status. They can be moved to the Rectified status manually.
The report can be exported as a .csv file. If filter was applied, only the filtered data will be included in the report. Photos are not exported.