To setup a recurring inspection on a vehicle, we must first create the inspection in Gearbox. Click your user profile on the right-hand side of the screen (1) and select Settings (2)
On the left-hand side of the screen, click Inspection Types (1)
From this screen, you can Add New Type (1) of Inspection or edit existing Inspection Settings (2) or Inspection Items (3). In this example we will be add a new type of Inspection.
Enter the Inspection Label (1) and the Inspection Interval (2), then click Save (3)
We will now add some items required for the inspection that must be completed, click the Edit Inspection Items (1) button of the Inspection we just created
Click the Add New (1) button
Select the Section (1) that this inspection item is related to, enter a short Description (2) of the inspection item (e.g. what needs to be checked/fixed) and the Item Order (3) – the item order refers to where on the jobcard the item will appear, i.e. ‘1’ is the first item on the jobcard. Finally, click Create Inspection Item (4)
Continue to add as many Inspection Items as required, once you have added all items click the Maintenance drop-down (1) and select Vehicles (2) – we will now assign this Inspection to a vehicle
Once you have selected the Vehicle you want to assign the Inspection type to, click the Compliance tab (1) then click the green Assign Inspection Type (2) button
Select the Inspection Type we created earlier from the drop-down (1), ensure the Active checkbox is ticked (2), if necessary enter the next due date (3) – if you do not enter a next due date the count-down to the next inspection begins from the date you assign the inspection type to a vehicle, else the next due date will be what you have assigned and the count-down will begin from that date for the next inspection.
Finally, click Create Vehicle Inspection Type (4)
Click Save and Close on the vehicle screen – we will now confirm the vehicle appears in the Inspection module of Gearbox
Click the Compliance drop-down (1) and select Inspections (2)
Click the Active button (1) and search for your Vehicle if neccesary (2) – you will see that you can now create an Inspection (3) if needed