We'll now return to the Vehicles process to finish the setup required for Vehicle Inspection Tracking.
The Vehicles process needs to be modified to track which Inspection Types are required for a vehicle, how long the inspection is valid for, when to start capturing inspections for a vehicle, and when inspections no longer need to be captured. This will all be tracked in the Inspection Schedule table. In addition, a list of the inspections completed for a vehicle also needs to be added to the Vehicles process, this will be tracked in the Inspection History table.
The system will look at the Inspection Schedule to determine the inspection requirements. It then looks to the Inspection History to determine the satisfaction of the inspection requirements. This is done using the Fulfillment functionality.
In addition, Table Fill functionality will be used to populate the inspection history.
Top Menu >> Setup >> Vehicles
Click the Fields tab.
Inspection Schedule
Add a Table field to the bottom of the process. This will be used for tracking the Inspection Types to apply to the vehicle.
Field: Inspection Schedule
Width: 2 Column
Type: Free rows
Totals row: Hidden
Click Finish.
Add the following fields (or columns) to the Inspection Schedule table:
- Inspection Type
- Inspect Again After
- Start Date
- End Date
Inspection Type
Add a Reference field, Process form type
Field: Inspection Type
Process: Vehicle Inspection Type
Inspect Again After
Add a Duration field
Field: Inspect Again After
Eligible Units: months
Units for value range: months
Start Date
Add a Date field
Field: Start Date
Format: Date
End Date
Add a Date field
Field: End Date
Format: Date
Add a Table field to the bottom of the process. This will be used for listing the Inspections that have been completed for a vehicle.
Field: Inspection History
Width: 2 Column
Type: Free rows
Totals Row: Hidden
Click Finish.
Add the following columns to the Inspection History table:
- Vehicle Inspection
- Inspection Type
- Date and Time of Inspection (the format of this field needs to match the Date and Time of Inspection on the Vehicle Inspection)
- Inspector
Vehicle Inspection
Add a Reference field, Process form type
Field: Vehicle Inspection
Process: Vehicle Inspection
Inspection Type
Add a Reference field, Process form type
Field: Inspection Type
Process: Inspection Type
Date and Time of Inspection
Add a Date field
Field: Date and Time of Inspection
Format: Date and time (this should match the format of the Date and Time of Inspection on the Vehicle Inspection process)
Inspector
Add a Reference field, Staff type
Field: Inspector
Role: (any)
Staff Group: (any)
Logon: uncheck Limit to enabled users
Now all the fields on the Vehicles process have been configured.