This guide will walk you through a high level setup of the Vehicle process. The Vehicle process is a master list that manages the list of...well, vehicles. It captures properties associated with a vehicle like year, make, model, and license plate #. It also identifies the inspections that apply to an individual vehicle and the frequency of the inspections.
As you step through the setup, order is important because of dependencies that exist between processes. There times where a process must exist so it can be referenced in another process.
Top Menu >> Setup >> Add a process group
Group: Vehicles
Top Menu >> Setup >> + Add a process
Process: Vehicles
Group: Vehicles
Then click Finish.
Click the Fields tab.
Add fields for the vehicle data you would like to track, things like Unit Number, Model, Make, Year, Licence Plate, VIN, and Type of Vehicle. At this point do not add a table for the Inspection Schedule or the Inspection History, these will be added after the Vehicle Inspection Type and the Vehicle Inspection have been added.
Click the Workflow tab.
Rename the New status to Active. Click Edit on the Status level row New.
Status: Active
Click OK.
Click + Add a status level.
Status: Inactive
Auto-archive: Yes
Click OK.
Click the Template tab.
Update the Title, Security, Default Columns, and other relevant Settings.
The Vehicles process will need further configuration after the Vehicle Inspection Type and the Vehicle Inspection have been setup.