Before you begin to create your inspection template in Synovia, you should have the inspection form already planned out — or if you are re-creating a paper form, have it handy. Make sure that you know each individual item that needs to be inspected and how those items will be grouped.

Note: See An Introduction to Inspection Forms for details about the components of an inspection template (the template itself, its groups, and the items) and an overview of the features of the Inspection Setup screen.

After your prep work, you can use the Inspection Setup screen to create the inspection form and publish it to your mobile data terminals (MDTs), and your drivers can then fill out the form as they inspect their vehicles. To do so, follow these steps:

Note: The steps below work from the specific to the general, meaning you start by creating the individual items, put them into logical groups, and then create the overall template.

  1. Click  >> Inspection Setup.

    The Inspection Setup screen's Templates tab will appear.
     
      
  2. Follow the steps in Creating an Inspection Form Item to create the template's first item.
    Note: If all the items you need have previously been created, skip down to step 4.
  3. Repeat step 2 for as many items as you need to add to the inspection form.
     
  4. Follow the steps in Creating an Inspection Form Group to create the template's first group.
    Note: If you already created all the groups you need, skip down to step 6.
  5. Repeat step 4 for all the groups in the inspection form.
     
  6. Click the Templates tab, if you aren't already on it.
     
  7. Click  at the top right of the screen.
     
    The Add New Template screen will appear.
      
  8. Type the name of the inspection form in the Name box, such as Pretrip Inspection.

    This is the name that will appear on the MDT Select Inspection screen.
      
  9. On the Add New Template screen, click the Vehicle Type drop-down arrow and select the type of vehicle the inspection form will be performed on.
    Note: The available kinds of vehicles are the ones that are listed on the Preferences >> Vehicle Types screen. See Adding a Vehicle Type if you need a new vehicle type to publish this inspection form to.
  10. In the Available Groups grid, select the check boxes to the left of all the groups you want to include in the inspection template.
     
  11. Click .
     
    The groups will appear in the Groups in Template grid.
    Note: If you added a group in error, you can select its check box in the Groups in Template grid and then click to remove it.
    The groups will be displayed in the order they are listed on the Groups tab (that is, in the order they were created).
     
  12. To move a group higher or lower in the list, follow these steps:
     
    1. Click its current value in the Order column.
       
      The field will become editable.
        
    2. Type the value of the placement you want for the group, such as 1 to place it first in the template.
       
    3. Repeat steps a and b for all the groups.
        
  13. Click  at the top right of the screen.
     
  14. See Publishing an Inspection Form to Your MDTs if you're ready to send the template as an inspection form to the MDTs. If not, click  to return to the Templates tab.
     
    Your new inspection template will appear in the list.