A Checklist Template is a reusable set of predefined Yes/No/N/A checklist items used to standardize inspections.
It allows users to create a checklist once and reuse it multiple times instead of manually creating the same checklist items for every inspection or task.
How to Configure Checklist Templates in TCR Main:
Navigate to Settings and select Checklist Templates.
Create a new checklist template, add the required checklist items and save it.
Verify that the checklist template is available for use in the mobile app.
How It Works in TCR Mobile App:
Log in to the TCR Mobile App.
From the home screen, navigate to Inspections.
Select the applicable inspection under Templates.
Review the checklist template details, including the template type and signature requirement. Enter the required information, such as: Truck, Odometer, Address and Notes.
Answer each checklist item by selecting Yes, No, or N/A. Complete the required signature, if applicable.
Click Save to save the completed checklist.
The completed inspection records can also be viewed under the History tab.
Once the checklist template is saved, it becomes available for use under Checklists and Inspections in the Equipment module of TCR Main.
How To View:
Navigate to Equipment module and select Checklists and Inspections.
Locate the saved checklist template.
Select the checklist template to use it for the applicable equipment inspection.
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