Assigning an Inspection List to a Work Document

1. From the work document, click the Inspection icon.
2. Select an inspection list to attach >> click Done.

Entering Data into an Inspection List

1. Click the Inspection icon.
   
2. The inspection list assigned to the document will open.
3. Check the box that best represents the visual condition of each component inspected.
   • Notes:
     • Select a Code to further identify the selection.
       To learn more, see Code Settings - Inspection Reason Codes.
     • If the component was not inspected, check the N/C (Not Checked) box.

4. Add any Notes and check any sub-item boxes that were inspected (optional).
   • Note: Adding additional notes and checking sub-items boxes provides specific detail to visual inspections.

5. If the Tire? option has been selected, enter the Outer, Middle and Inner tire measurements in millimeters and enter any Notes (optional) .
6. Click Update.

   • Checking an inspection as red or amber will display a list of any associated suggested jobs on the work screen.

     • Note: This will include an option for a generic job with no line items in order to easily identify and track jobs converted from failed inspection items.

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Searching for and Printing an Inspection List

1. Click Inspection >> Inspection Search.
2. To better filter results, enter as much information as available >> click Search.

• Notes:
  • Open inspection lists are assigned to work documents that have not been invoiced.
  • Complete inspections are assigned to work documents that have been invoiced.

3. Results are displayed.
   • Click the magnifying glass under View to open a PDF of the basic Inspection list and notes, not including the sub items.
     • To print: Depending on your browser, use the available PDF print options.
   • Click the green check mark under Select to open the inspection. To print the complete inspection list, including the sub items and notes.
     • To print:
       • Print: Prints the inspection list with any notes, not including sub items.
       • Print inc sub items: Prints the complete inspection list including notes and sub items.

Start an Inspection using one of the following methods:

Add a New Customer

1. From the Customers screen, tap +New Customer then complete the following sections:

   Customer

   • Fill in a Last Name/Business and as much additional information as possible >> tap Next.

     

   Vehicle

   1. Select a vehicle using one of the following methods:

      • Search using all or partial YMME or VIN
      • Scan VIN barcode
      • Select YMME from the dropdown menus

      

   2. Confirm additional vehicle details as required.

   3. Fill in a Licence Plate, State and Mileage(optional) >> tap Next.

      

   Symptoms

   1. Search the symptoms list or enter a new symptom then tap the + icon to add the symptoms to the vehicle check-in.

      

      • Note: To start an inspection, a symptom that has previously been assigned to an inspection list must be added.
   2. Tap Done.
      • The Customer, Vehicle, and Estimate (including existing symptoms) will be saved and can now be accessed from Manage Online.
2. Tap Inspections, from the right-hand menu >> Select the recently created document from the list >> Select Open, next to the inspection you would like to complete.

Select an Existing Customer

1. Use the search box to search for existing customers then select a customer from the search results list.
2. With the customer selected, select the vehicle you would like to inspect or tap + vehicle to add a new vehicle.
3. Tap Open on an existing document or tap Add Document and add symptoms to start a new document.
4. From the Estimate screen, tap Add to assign a technician and service writer or add more symptoms.
5. Select Open, next to the inspection you would like to complete.

Create an Express Inspection

Express Inspection is the quickest way to start an inspection by requiring only the minimum amount of customer information.

From the Customers screen, tap Express Inspection then complete the following sections: