This guide will walk you through a high level setup of the Vehicle Inspection Type process. The Vehicle Inspection Type is a master list that manages the types to inspections that would be completed on a vehicle and also reported in the tracking solution. If an inspection won't be reported in the tracking solution, it does not need to be listed as a Vehicle Inspection Type.
If you want to report on monthly and yearly inspections but not on daily inspections. The Vehicle Inspection Type must have a Monthly form, a Yearly form, but not a Daily form. The Monthly and Yearly inspections must be implemented in the same process. The Daily Inspection can be implemented in the same process or it can be implemented as a separate process.
The Vehicle Inspection Type essentially tracks one thing, the name of the type. Eg, "Monthly" for monthly vehicle inspections.
Top Menu >> Setup >> + Add a process
Process: Vehicle Inspection Type
Then click Finish.
Click the Fields tab.
Add fields to capture information relevant to the Vehicle Inspection Type. Most important is a name of the Vehicle Inspection Type.
Click the Workflow tab.
Rename the New status to Active. Click Edit on the Status level row New.
Add a second Status called Inactive. Click + Add a status level.
Click the Template tab.
Update the Title, Security, Default Columns, and other relevant Settings.
The Vehicle Inspection Type is now setup.