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For the next step on adding Users, please see:
How do I add Users to my RTA Inspect Account?
Create From Template
Creating a form from a template is the easiest way to get started with RTA Inspect.First, navigate
Navigate to the Fleet Menu and select Forms.
Next, push
2. Push the + button to add a new form.
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3. A dialog appears, select the From Template option.
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4. You should now see a selection of form templates. Pick one that suits your fleet best.
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5. Once the selected form template opens
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, give it a new name
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. Make any adjustments you would like and tap save.
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Create From Scratch
When you want to create a form that is exactly the way you want it, RTA Inspect makes it easy to create your own form.First, navigate
Navigate to the Fleet Menu and select Forms.
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2. Push the + button to add a new form.
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3. Once a dialog appears, select the From Scratch option.
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4. You should now see an empty form screen. Give your form a name and begin editing by selecting “Add Section” then “Add Item”.
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Cloning Forms
A third way to create new forms is to clone a form that you already have. This is useful when you have certain vehicles which require a form that is nearly identical to others but which requires certain modifications. To Clone clone a form, press click the “more options” button (3 vertical dots) and push Cloneclick Clone. The cloned form opens in a form an editor screen. Simply make your adjustments and push SAVEclick SAVE.
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Editing Forms
RTA Inspect form items are organized into sections. Before you begin adding form items, you must first add your first form section. Push Click the ADD SECTION button and give your first section a name and tap SAVE.
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Both issue types allow drivers to enter in notes and add photos.
Pass/Fail
Use a pass/fail item when you only need to know whether the condition of the component that is under inspection is satisfactory.
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Repeat this process for as many checklist items that as you need.
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You can remove checklist items and also adjust the order of the items by tapping on the “more” menu (3 vertical dots) to the right of each checklist item.
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Important Tip: If you find that you are adding a large number of checklist items, you may want to consider dividing the inspection item into multiple items.
Numeric
Use a numeric item when you need your driver to provide a numeric value as part of their inspection. You might ask for tire pressure or tread depth.
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The vehicle assignment screen lists all vehicles and shows which ones are currently assigned. Make your selections and push click the “check” button at the top right to return to the form screen. Be sure to also push click the “SAVE” button to persist any changes you may have made.
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Tips For Editing Forms On Mobile Devices
While we understand that mobile phones and tablets are not ideal for large amounts of data entry, the truth is that nobody likes to do data entry regardless of where it is done. The primary focus of our energy is not to make great data entry experiences, our focus Our focus for RTA Inspect is to find new and innovative ways to make tedious things like data entry just go away so that you can spend your time making real progress in your fleet. For example, creating forms from templates is a way to avoid data entry altogether. But if you do need to do a lot of editing on your forms, we have found a few tricks that make the experience easy and effective.
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Both Android and iOS come with great Speech-to-text systems that integrate seamlessly with RTA Inspect. We have found good success dictating the content of inspection forms using these voice input tools.
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Cloning Existing Forms
RTA Inspect allows you to clone forms that you already have. Using this tool you can create alternate versions of forms that are customized for certain other vehicles.
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For the next step on adding Users, please see:
How do I add Users to my RTA Inspect Account?
For additional questions, please see RTA Inspect