DVI – What Makes Up a Template

A digital vehicle inspection template is nothing more than a set of “Tasks” we ask a mechanic to check on a vehicle. Tasks are grouped into different sections of the vehicle, such as underhood, undercar, steering, suspension, etc. We call those vehicle sections “Categories.” There are no limits to the number of categories or tasks.

This image shows the overview of a digital inspection checklist and points out the relationship between categories and the tasks contained within them

You have a selection of categories and tasks in your system already that cover most of what you need. They are located under the settings menu, under “Categories and Tasks.” If you don’t see this option, you may need to get the Shop Owner to upgrade your security settings.

This image shows the menu layout to access the category and task editing

Let’s move on to working with Categories from here.

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