Creating an Inspection Group in the Advanced Template
Navigation:
Side Panel → Lists → Inspection Templates → Create New Template → Advanced Template → Add New Group
The Advanced Template allows shops to build structured digital vehicle inspections using configurable groups and tasks. Groups represent major inspection sections such as brakes, suspension, or drivetrain, while tasks define the specific inspection checks technicians perform within each group.
Creating Inspection Groups
To add a group, click Add New Group. Enter the Group Title.
Other buttons in the template are:
Mandatory Group
Save Group as Template
Delete Group
Task Templates
Create New Task
Mandatory Group
When enabled, all tasks within the group must be completed before the inspection can be marked as completed in the Repair Order.
Save Group as Template
This option allows you to save the entire group structure as a reusable template. Saved group templates can be quickly added to other inspection templates to maintain consistency across inspections.
Delete Group
Removes the selected inspection group and all tasks within it from the template. This is useful when restructuring or removing unnecessary inspection sections.
Task Templates
Allows you to insert preconfigured tasks from previously saved task templates. This helps reuse standardized inspection logic without creating tasks from scratch.
Create New Task
Adds a new inspection task within the selected group. Each task defines a specific inspection check that technicians will perform during the vehicle inspection.
FAQs
What is an inspection group in an Advanced DVI template?
An inspection group is a section within the template that organizes related inspection tasks under a specific vehicle system. Common examples include groups such as Brakes, Suspension, Drivetrain, or Cooling System, helping technicians follow a structured inspection workflow during the Repair Order.
Can I create multiple inspection groups in the same template?
Yes. A single Advanced Template can contain multiple inspection groups. Shops typically create groups based on major vehicle systems to ensure inspections cover all key components in a logical sequence.
What happens if the Mandatory Group option is enabled?
When Mandatory Group is enabled, technicians must complete all tasks within that group before submitting the inspection in the Repair Order. This ensures that critical inspection sections are not skipped during the inspection process.
Can I reuse an inspection group in other templates?
Yes. Using Save Group as a template, you can store the entire group structure and reuse it when creating other inspection templates. This helps maintain consistent inspection standards across different services or vehicle types.
Can tasks be added to a group after it is created?
Yes. After creating a group, you can click Create New Task or use Task Templates to add inspection tasks within the group. Tasks can be added, edited, or removed as needed while configuring the inspection template.
An inspection group is a section within the template that organizes related inspection tasks under a specific vehicle system. Common examples include groups such as Brakes, Suspension, Drivetrain, or Cooling System, helping technicians follow a structured inspection workflow during the Repair Order.
Yes. A single Advanced Template can contain multiple inspection groups. Shops typically create groups based on major vehicle systems to ensure inspections cover all key components in a logical sequence.
When Mandatory Group is enabled, technicians must complete all tasks within that group before submitting the inspection in the Repair Order. This ensures that critical inspection sections are not skipped during the inspection process.
Yes. Using Save Group as a template, you can store the entire group structure and reuse it when creating other inspection templates. This helps maintain consistent inspection standards across different services or vehicle types.
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