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Workshop module

Workshop module

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Service Pre Inspection Template

Overview: The Service Pre Inspection Template allows you to create and manage templates for pre-inspection checklists within the Service Management module. These templates help in defining standardized lists of pre-inspection items to be checked before service tasks.

Fields:

  1. Template Name

    • Label: Template Name
    • Description: Enter a unique name for the template.
    • Example: "Standard Vehicle Inspection", "Engine Pre-Service Checklist"
  2. Pre Inspection Items

    • Label: Pre Inspection Items
    • Description: List of pre-inspection items to be checked.
    • Options: Pre Inspection Item (Table field)

Usage: Follow these steps to effectively use the Service Pre Inspection Template:

  1. Navigate to the Service Management module.

  2. Select "Service Pre Inspection Template" from the list of available doctypes.

  3. Click on "New" to create a new pre-inspection template.

  4. Enter a unique name for the template in the "Template Name" field.

  5. In the "Pre Inspection Items" table:

    • Click on "Add Row" to add a new item.
    • Enter the details of each pre-inspection item to be included.
    • Examples include "Check engine oil level", "Inspect brake pads", "Test headlights".
  6. Save the record.

  7. You can create multiple templates for different types of pre-inspections.

Notes:

  • Use the "Template Name" field to provide a unique name for the pre-inspection template.
  • In the "Pre Inspection Items" table, add each specific item that needs to be checked before a service task.
  • This template ensures that pre-inspections are standardized and comprehensive across different service tasks.
Last updated 4 days ago
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