Inspection Settings

Configuring maintenance settings in Motive's platform ensures your fleet’s maintenance workflows align with your operational policies. Proper setup streamlines compliance, communication, and efficiency across your fleet. 

Overview

Maintenance settings let fleet managers customize inspection forms, manage vehicle availability, and control integration and user permissions. These settings give you the flexibility to design processes that meet your fleet’s specific needs.

• Tailored workflows: Customize inspection forms and availability settings to align with your fleet’s operational policies. This helps ensure maintenance tasks are handled consistently and efficiently.
• Compliance support: Enforce mandatory inspections and out-of-service (OOS) protocols to meet regulatory requirements. This reduces the risk of non-compliance and associated penalties.
• Automated communication: Set up alerts and reminders to notify the right people when action is needed. This keeps your team informed and prevents maintenance issues from being overlooked.
• Flexible permissions: Control who can view, edit, or manage maintenance data, and integrate with third-party tools when needed. This ensures sensitive information is protected and workflows remain efficient.
• Safety visibility: Configure safety prompts to capture Safe or Unsafe designations from drivers, identify unsafe equipment, and help prevent unauthorized use. 

Customizing settings & permissions

To access maintenance settings:

1. In the Fleet Dashboard, go to Admin > Maintenance > Settings.

   

To configure user permissions:

1. Go to Admin > Fleet Users > Roles & Permissions. 
2. Click Options for the desired fleet user. 

3. Click Edit. 

   

4. In User Permissions, assign access levels for viewing or editing maintenance settings.

   

Customizing inspection settings

To set up inspection form templates:

1. Under Inspection Templates, click Create Inspection form.

   

2. Select the inspection form type. 
3. Enter the form name. 
4. Choose between a ready-made or blank template. 

5. Click Create. 

   

6. Select the form requirements using the dropdowns in General settings. Enable safety prompt to require drivers to mark the vehicle or asset as Safe or Unsafe to drive at the end of their inspection. 

   

7. Check the desired boxes in the Inspection form fields. 

8. In Parts, add vehicle parts the driver has to inspect. 
9. In Driver signature, add the driver declaration. 

10. Click Save to make the template available to drivers.

    

To require pre- and post-trip inspections:

1. Go to Maintenance > Settings.

2. Click Edit. 

   

3. Check the box for Pre-Trip Inspection Required or Post-Trip Inspection Required.

   

Customizing vehicle settings

To manage vehicle availability and OOS (out of service) options:

1. Go to Admin > Vehicle. 

2. Click the three dots on the desired vehicle and select Vehicle Availability

   

3. Click the dropdown to allow or prevent drivers from connecting to OOS vehicles.

   

4. Click the drop-down to customize available OOS reasons for drivers. 
5. Set up a message for drivers when marking a vehicle as out of service.
6. Click Confirm.
   

Enabling drivers to complete pre-trip and post-trip inspections

Fleet Admins can enable drivers to complete pre-trip and post-trip inspections from the Fleet Dashboard. 

1. Log in to the Motive Fleet Dashboard and click the Admin icon.
2. Go to Maintenance > Settings.

3. From the General section, click Edit.

   

4. Mark the boxes for Require drivers to complete a pre-trip inspection and Require drivers to complete a post-trip inspection.

5. Click Save.

   

FAQs 

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