Create or Edit an Inspection Group

InspectionsUpdated 15 Oct 20261 min read

Inspection Groups let you bundle related Inspection Checklist Items (for example a Safety Check and a Brake Inspection) so technicians can run them together.

This article explains how to create or edit one. Inspection Groups are available on the Gold and Platinum plans.

Yellow Warning Icon

Warning: Please DO NOT change an Inspection Group Code (A) once it has been used to create an Inspection Template. This will cause issues when you try to open your Templates in the future.

  • To create an Inspection Group click CRM Tools (1) in the left hand sidebar menu, then Inspections (2) and Inspection Groups.
Screenshots of the left hand sidebar menu. Cursors indicate to click CRM Tools, Inspections and then the Inspection Groups option.

  • Then press the + icon (4) in the top right hand corner to create a Group or one of the Pencil icons (5) to edit the Description of an existing Group.
A screenshot of the Inspection Groups list, the + icon used to add a new Group and the pencil icons to edit Groups are highlighted and numbered.

  • Select a Code for a new Group and update the Description.
  • Then click the green Save button to record your changes.
A screenshot of an Inspection Group page, the fields are assigned a letter and the Save button is higlighted.

Now you can create an Inspection template.

Also Explore

Was this article helpful?

Previous article

Create an Inspection Template

Next article

How do I Copy an existing Inspection Template?