Inspections overview

The Inspections feature allows you to review asset inspections in a single place and create inspections templates.

Note: This article is about the Asset Inspections (Beta) feature. For the current Asset Inspection feature, see the Asset Inspections help article.
Note: To learn how to enable beta features for your database, see the Beta features help article.
The Inspections feature is a submenu within the Compliance menu that offers access to a variety of inspection features:

  • Asset Inspections Overview collects asset inspections for all your vehicles and equipment types in one place for your review.

  • Manage Inspection Templates allows you to create customized templates for asset inspections, tailored toward specific asset types.

  • Maintenance automations that auto-create work requests when defects are reported in your asset inspections.

You can access these features by navigating to Compliance > Inspections in the main menu. Administrators can manage notifications and add new inspections types on the System Settings page.

Inspections availability

The Inspections feature is available globally.

Note: While the ability to perform inspections on all asset types is a global feature, official DVIR compliance and inspection compliance functionality is limited to the USA and Canada respectively.

Inspections permissions

The following security clearances are required to use the Inspections feature.

ActionRequired clearances
Allows users to add, edit, or view details for Asset Inspection logs.Administer Asset Inspection logs (New)
Allows users to certify asset inspection logs. The user must also have the Administer Asset Inspection Logs security identifier enabled.Mark Asset Inspection logs as certified (New)
Allows users to change the repair status of asset inspection logs. The user must also have the Administer Asset Inspection Logs security identifier enabled.Mark Asset Inspection logs as repaired (New)
Allows users to add asset inspection logs. The user must also have the Administer Asset Inspection Logs security identifier enabled.Perform Asset Inspections (New)
Allows users to view asset inspection logs.View Asset Inspection logs (New)
Allows users to add, edit, or view details for Asset Inspection templates.Administer Asset
View Asset Inspection template (New)Allows users to view asset inspection templates.

Configuring unsafe asset notifications

Learn how to set up notifications for MyGeotab users when an inspector marks an asset as unsafe.

Administrators can set up notifications so designated users receive an alert when an asset is marked as unsafe during an inspection.
Note: Alerts are configured on a per-group basis. You can set up a group of users you want to receive notifications by creating a new group.
  1. Click the Profile icon in the top toolbar and select System Settings.
  2. Click the Inspections tab.
  3. Under Unsafe asset notifications, add the group or groups you want to send alerts to using the Recipient groups dropdown.
  4. Click Save.
Groups that are set up to receive alerts are listed under the Recipient groups dropdown. You can remove a group from receiving notifications by clicking the X beside the group name.

Adding inspection types

Administrators can add additional inspection types on the System Settings in MyGeotab.

Administrators can manage the inspection types available to inspectors on the System Settings in MyGeotab. There are four default inspection types that cannot be removed:

  • Pre-Trip

  • Mid-Trip

  • Post-Trip

  • Other

Administrators can add new inspection types as needed. Custom types can be added, renamed, or removed as needed.

  1. Click the Profile icon in the top toolbar and select System Settings.
  2. Under Inspection Type, click + Add type.
  3. Create a name for your inspection type.
  4. Click Add.
New inspection types are available immediately in Geotab Drive for inspectors to select.