Adding a Field to a Template

Article Contents

1. Basics
2. Adding an Inspection Detail
3. Adding a Report Line

Basics

At InspectARide, we understand that everybody's inspection reports should reflect the details that are important to you. Whether you need to add an address, PO, Customer ID, or any other field to your inspection, this article will show you how to add your field to any template quickly.

There are two types of fields in an inspection report: an Inspection Detail and a Report Line.

An Inspection Detail is something that is more about the customer or inspection itself and will appear at the top of your inspection report:

A Report Line is something about the vehicle that you're inspecting and will appear in whichever Category you place it:

Adding an Inspection Detail

1. Log into the InspectARide Portal: https://www.inspectaride.com/login.
   
   
2. Select "Templates" from the left menu:
   
   
   
3. Click the View/Edit button for the Template you would like to edit:
   
   
   
4. In the "Inspection Details" section, click "Add New"
   
   
   
5. Enter the following details:
   "Prompt" is the label that will display next to the detail on the report
   "Default Value" is what value will be entered by default. You can use this if the field will generally have a specific value in it
   
   
   
6. Next, click "Save New Line"
   
   
   
7. If you would like to change the order of the line, feel free to use our drag-and-drop interface to grab and shift the new line (using the image shown below on the left of the line).
   
   
   
8. Then "Publish" your Template to make your changes live.
   
   
   
9. Congrats, you've added an Inspection Detail to your Template!

Adding a Report Line

1. Log into the InspectARide Portal: https://www.inspectaride.com/login
   
   
2. Select "Templates" from the left menu:
   
   
   
3. Click the View/Edit button for the Template you would like to edit:
   
   
4. Locate the Category that you would like this line to appear in (you can click "+ Add Category"  and add a new category if you would like to put this into a new Category)
   
   
5. Click the "+" button in the desired Category
   
   
   
6. For your new line, enter the Type
   Text and Note - Inspector will type in data and can optionally add a Note
   Rating and Note - Inspector selects one of the Template's predefined ratings and can optionally enter a Note
   Text Only - Inspector will type in data
   Signature - Inspector will draw a signature on their touchscreen (this is usually a Client or Inspector signature)
   Yes No - Inspector will select "Yes" or "No"
   
   
   
   
7. Next, enter the Prompt, which is the label that tells the user what they're inspecting
   
   
8. If you would like to change the order of the line, feel free to use our drag-and-drop interface to grab and shift the new line (using the image shown below on the left of the line).
   
   
   
9. Then "Publish" your Template to make your changes live.
   
   
10. Congrats, you've added a Report Line to your Template!