Creating Inspection Tasks in an Advanced Template
Navigation:
Side Panel → Lists → Inspection Templates → Create New Template → Advanced Template → Add New Group → Create New Task
Inspection tasks define the specific checks technicians perform within each inspection group. The Advanced Template follows a Triple-C structure (Concern, Cause, Correction) to help technicians document issues clearly and recommend the appropriate repairs.
Inside a group, click Create New Task. The screen will allow you to set the following settings:
Task Details & Configuration
Additional Task Configuration Toggles
Prompt Technician for Media
Task Management Details
Task Details & Configuration
Enter the Task Title. Select Category.
Category (dropdown) includes:
Diagnostics & Electrical
Brakes
Wheels & Steering
Suspension
Drivetrain
Belts
Cooling Systems
Lights
Other
Add Task Notes. This is guidance for technicians during inspection.
Note: Tasks can also be added from Task Templates to reuse existing inspection logic.
FAQs
What is an inspection task in an Advanced Template?
An inspection task represents a specific component or condition that technicians must evaluate during the inspection. Examples include checking brake pad wear, inspecting coolant levels, or testing battery voltage. Tasks ensure inspections are detailed and consistent across vehicles.
Why do I need to select a category when creating a task?
Selecting a category helps classify the task under a specific vehicle system, such as Brakes, Suspension, or Cooling Systems. This keeps inspections organized and allows technicians to easily identify the system they are inspecting.
What is the purpose of task notes in an inspection task?
Task notes guide technicians during the inspection. They can include instructions, inspection criteria, or reminders that help technicians perform the check correctly and consistently.
Can tasks be reused across multiple inspection templates?
Yes. Tasks can be inserted using Task Templates, which allow shops to reuse predefined inspection tasks instead of creating them from scratch each time. This helps maintain standardized inspection processes.
How does the Triple-C structure work in inspection tasks?
The Triple-C structure stands for Concern, Cause, and Correction. Technicians first identify the concern, select the root cause from predefined findings, and then recommend the appropriate correction. This structured approach makes inspection results easier for service advisors to convert into repair estimates.
An inspection task represents a specific component or condition that technicians must evaluate during the inspection. Examples include checking brake pad wear, inspecting coolant levels, or testing battery voltage. Tasks ensure inspections are detailed and consistent across vehicles.
Selecting a category helps classify the task under a specific vehicle system, such as Brakes, Suspension, or Cooling Systems. This keeps inspections organized and allows technicians to easily identify the system they are inspecting.
Task notes guide technicians during the inspection. They can include instructions, inspection criteria, or reminders that help technicians perform the check correctly and consistently.
Yes. Tasks can be inserted using Task Templates, which allow shops to reuse predefined inspection tasks instead of creating them from scratch each time. This helps maintain standardized inspection processes.
The Triple-C structure stands for Concern, Cause, and Correction. Technicians first identify the concern, select the root cause from predefined findings, and then recommend the appropriate correction. This structured approach makes inspection results easier for service advisors to convert into repair estimates.
Related Articles
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 ...Simple Inspection Template
Navigation: Side Panel → Lists → Inspection Templates → Create New Template → Simple Template A Simple Inspection Template allows shops to create structured digital inspection checklists for technicians. Using groups and tasks, shops can organize ...Task Behavior Toggles in Advanced Template
Navigation: Side Panel → Lists → Inspection Templates → Create New Template → Advanced Template → Add New Group → Create New Task Task behavior toggles control how individual inspection tasks function during a Digital Vehicle Inspection inside a ...Inspection Templates
Navigation: Side Panel → Lists → Inspection Templates The Simple Template allows shops to quickly create digital vehicle inspection templates using a basic group-and-task structure. This template type is ideal for shops already familiar with a ...Advanced Inspection Template
Navigation: Side Panel → Lists → Inspection Templates → Create New Template → Advanced Template The Advanced Template provides a fully configurable inspection system designed to improve inspection accuracy, technician accountability, and estimate ...