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Creating a Pre-trip checklist on the iFace allows a driver to submit information into a pre-defined form, which is upload to NextGen for storage.  

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Go to NextGen>Configuration>Pre-Trip Checklist

 

 

Then click on Click on on "Add New Checklist" or "Add Default Checklist" which contains questions that are commonly found in a pre-trip checklist.

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STEP 2:

Enter the:

  • Name that you want to call the checklist, 
  • Whether you want the checklist to list vehicle registrations
  • And/or if you want the driver to have to sign his name to the checklist when submitting.

 

STEP 3:

Select From the right hand side of the page, select the whole company , or individual fleets you want the checklist assigned too from the right hand sideto assigned to.

 

 

STEP 4:

Enter in your questions by filling out each section. Click on "Add New Question" if required.


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Question - Enter questions that you would like the driver to answer.

  •  Eg. Engine oil level?

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Type - Stipulate to the driver what options they have in answering a question. 

  •  Eg. OK or Not OK

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Allow NA - Allow for the option of "N/A" if a question has no right or wrong answer.

  •  Eg. Is your bedding in the cab secure?

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Pass Answer - Stipulate whats action is a correct or incorrect answer. Depending on what you select may result in an alert being created if the driver fails a question.

  •  Eg. The "OK" tick box is ticked for a question, however the driver selects "Not O.K".

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STEP 56:Watch the below tutorial video which demonstrates step by step instructions

When completed, click the "Save Checklist" button at the end. Your checklist will start uploading to vehicles you have selected.

 

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